WEC Energy
WEC
937 hedge funds and large institutions have $20.7B invested in WEC Energy in 2020 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 286 increasing their positions, 360 reducing their positions, and 81 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 9 → 18 (+9)
72% more call options, than puts
Call options by funds: $25.2M | Put options by funds: $14.7M
32% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 81
2% more funds holding
Funds holding: 923 → 937 (+14)
2.51% less ownership
Funds ownership: 77.02% → 74.51% (-2.5%)
8% less capital invested
Capital invested by funds: $22.4B → $20.7B (-$1.7B)
21% less repeat investments, than reductions
Existing positions increased: 286 | Existing positions reduced: 360
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$88.1M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$48.7M |
| 3 |
State Street
Boston,
Massachusetts
|
+$34.3M |
| 4 |
Millennium Management
New York
|
+$32.9M |
| 5 |
Swiss National Bank
Zurich,
Switzerland
|
+$30.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$160M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$97.9M |
| 3 |
BlackRock
New York
|
-$97.7M |
| 4 |
Barclays
London,
United Kingdom
|
-$79.5M |
| 5 |
EIP
Epoch Investment Partners
New York
|
-$62.8M |
WEC Hedge Fund Activity: Q1 2020 in Review
937 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q1 2020, worth a combined $20.7B — down 7.6% from $22.4B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new WEC positions and 81 closed out — a net gain of 26 holders — while 286 added to existing stakes and 360 trimmed.
The largest buyer was Vanguard Group, adding an estimated $88.1M. The largest seller was JP Morgan Chase, cutting an estimated $160M.
- 937 institutional investors held WEC Energy (WEC) as of Q1 2020, up from 923 in Q4 2019.
- Funds reported $20.7B of WEC Energy stock for Q1 2020, down 7.6% quarter-over-quarter.
- 107 funds opened new WEC Energy positions in Q1 2020 and 81 closed out, a net change of +26 holders.
- The largest WEC Energy buyer in Q1 2020 was Vanguard Group, an estimated $88.1M added.
- The largest WEC Energy seller in Q1 2020 was JP Morgan Chase, an estimated $160M sold.
Based on aggregated 13F filings for Q1 2020.