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WEC Energy

999 hedge funds and large institutions have $22.4B invested in WEC Energy in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 330 increasing their positions, 306 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

129% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 69

11% more capital invested

Capital invested by funds: $20.3B → $22.4B (+$2.15B)

8% more funds holding

Funds holding: 928999 (+71)

8% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 306

0.52% more ownership

Funds ownership: 73.02%73.54% (+0.52%)

22% less call options, than puts

Call options by funds: $18.5M | Put options by funds: $23.8M

Holders
999
Holders Change
+71
Holders Change %
+7.65%
% of All Funds
15.37%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
158
Increased
330
Reduced
306
Closed
69
Calls
$18.5M
Puts
$23.8M
Net Calls
-$5.26M
Net Calls Change
-$4.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
126
Massachusetts Financial Services
Massachusetts
$12.3M +$121K +1,326 +1%
WHG
127
Westwood Holdings Group
Texas
$11.6M +$1.57M +17,187 +17%
Aberdeen Group
128
Aberdeen Group
United Kingdom
$11.4M -$569K -6,228 -5%
Treasurer of the State of North Carolina
129
Treasurer of the State of North Carolina
North Carolina
$11.1M +$69.5K +760 +0.7%
Assenagon Asset Management
130
Assenagon Asset Management
Luxembourg
$10.8M +$8.42M +92,068 +476%
GC
131
Guggenheim Capital
Illinois
$10.8M +$1.24M +13,542 +14%
DekaBank Deutsche Girozentrale
132
DekaBank Deutsche Girozentrale
Germany
$10.6M -$348K -3,811 -3%
Mariner
133
Mariner
Kansas
$10.4M +$132K +1,449 +1%
Retirement Systems of Alabama
134
Retirement Systems of Alabama
Alabama
$10.1M -$348K -3,806 -4%
TU
135
TDAM USA
Ontario, Canada
$10.1M +$231K +2,531 +2%
Mackenzie Financial
136
Mackenzie Financial
Ontario, Canada
$9.91M +$2.55M +27,940 +38%
BC
137
Bartlett & Co
Ohio
$9.87M +$38K +416 +0.4%
BCWM
138
Bartlett & Co Wealth Management
Ohio
$9.87M +$38K +416 +0.4%
UIM
139
USS Investment Management
United Kingdom
$9.69M
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$9.32M -$357K -3,908 -4%
CSUI
141
Cincinnati Specialty Underwriters Insurance
Ohio
$9.22M
Aviva
142
Aviva
United Kingdom
$9.16M -$193K -2,110 -2%
Truist Financial
143
Truist Financial
North Carolina
$9.09M -$2.08M -22,708 -20%
CT
144
Cambridge Trust
Massachusetts
$9.05M +$21.2K +232 +0.2%
Squarepoint
145
Squarepoint
New York
$8.91M +$650K +7,107 +8%
AAM
146
Advisors Asset Management
Colorado
$8.9M -$437K -4,778 -5%
HWM
147
HFR Wealth Management
New York
$8.84M +$229K +2,500 +3%
BBL
148
Beck Bode LLC
Massachusetts
$8.55M +$460K +5,036 +6%
Holocene Advisors
149
Holocene Advisors
New York
$8.51M -$417K -4,561 -5%
Baird Financial Group
150
Baird Financial Group
Wisconsin
$8.39M +$266K +2,910 +3%

WEC Hedge Fund Activity: Q4 2021 in Review

999 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q4 2021, worth a combined $22.4B — up 11% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new WEC positions and 69 closed out — a net gain of 89 holders — while 330 added to existing stakes and 306 trimmed.

The largest buyer was BlackRock, adding an estimated $623M. The largest seller was Magellan Asset Management, cutting an estimated $431M.

  • 999 institutional investors held WEC Energy (WEC) as of Q4 2021, up from 928 in Q3 2021.
  • Funds reported $22.4B of WEC Energy stock for Q4 2021, up 11% quarter-over-quarter.
  • 158 funds opened new WEC Energy positions in Q4 2021 and 69 closed out, a net change of +89 holders.
  • The largest WEC Energy buyer in Q4 2021 was BlackRock, an estimated $623M added.
  • The largest WEC Energy seller in Q4 2021 was Magellan Asset Management, an estimated $431M sold.

Based on aggregated 13F filings for Q4 2021.