We are live on ! Find out more
WEC icon

WEC Energy

908 hedge funds and large institutions have $22.5B invested in WEC Energy in 2020 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 280 increasing their positions, 332 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $14.8M

17% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 72

11% more capital invested

Capital invested by funds: $20.3B → $22.5B (+$2.18B)

0% more funds holding

Funds holding: 904908 (+4)

0.31% more ownership

Funds ownership: 73.33%73.63% (+0.31%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

16% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 332

Holders
908
Holders Change
+4
Holders Change %
+0.44%
% of All Funds
18.32%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
84
Increased
280
Reduced
332
Closed
72
Calls
$43.9M
Puts
$14.8M
Net Calls
+$29.1M
Net Calls Change
+$6.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
151
Shell Asset Management
Netherlands
$9.24M -$74.8K -803 -0.8%
CSUI
152
Cincinnati Specialty Underwriters Insurance
Ohio
$9.21M
RPI
153
Railway Pension Investments
United Kingdom
$9.01M -$5.09M -54,600 -37%
Baird Financial Group
154
Baird Financial Group
Wisconsin
$8.53M +$85.2K +914 +1%
NAS
155
Nicolet Advisory Services
Wisconsin
$8.31M -$874K -9,384 -10%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$8.26M +$770K +8,265 +11%
PAM
157
Panagora Asset Management
Massachusetts
$8.21M +$2.61M +28,024 +49%
Mariner
158
Mariner
Kansas
$8.18M -$352K -3,777 -4%
FAF
159
Fjarde Ap-fonden
Sweden
$8.05M +$46.6K +500 +0.6%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$7.97M -$25.5K -274 -0.3%
MSL
161
Mackay Shields LLC
New York
$7.96M +$1.28M +13,785 +20%
SOMRS
162
State of Michigan Retirement System
Michigan
$7.8M -$9.32K -100 -0.1%
CB
163
Commerce Bank
Missouri
$7.78M -$526K -5,643 -7%
MIM
164
MetLife Investment Management
New Jersey
$7.75M -$235K -2,522 -3%
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$7.56M -$142K -1,528 -2%
RHFI
166
Reilly Herbert Faulkner III
$7.48M +$21.7K +233 +0.3%
GIBU
167
Gulf International Bank (UK)
United Kingdom
$7.41M -$41.9K -450 -0.6%
FMII
168
Farmers & Merchants Investments Inc
Nebraska
$7.32M -$652K -6,993 -8%
RIM
169
Redpoint Investment Management
Australia
$7.13M +$788K +8,459 +13%
PIM
170
Penobscot Investment Management
Massachusetts
$7.11M -$3.82K -41 -0.1%
SSA
171
Schonfeld Strategic Advisors
New York
$7.01M +$2.07M +22,250 +44%
Schroder Investment Management Group
172
Schroder Investment Management Group
United Kingdom
$6.92M -$314K -3,369 -5%
KBC Group
173
KBC Group
Belgium
$6.87M -$1.23M -13,212 -16%
Mackenzie Financial
174
Mackenzie Financial
Ontario, Canada
$6.73M +$1.7M +18,195 +35%
Qube Research & Technologies (QRT)
175
Qube Research & Technologies (QRT)
United Kingdom
$6.46M -$1.79M -19,176 -22%

WEC Hedge Fund Activity: Q3 2020 in Review

908 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q3 2020, worth a combined $22.5B — up 11% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new WEC positions and 72 closed out — a net gain of 12 holders — while 280 added to existing stakes and 332 trimmed.

The largest buyer was Magellan Asset Management, adding an estimated $329M. The largest seller was Millennium Management, cutting an estimated $51M.

  • 908 institutional investors held WEC Energy (WEC) as of Q3 2020, up from 904 in Q2 2020.
  • Funds reported $22.5B of WEC Energy stock for Q3 2020, up 11% quarter-over-quarter.
  • 84 funds opened new WEC Energy positions in Q3 2020 and 72 closed out, a net change of +12 holders.
  • The largest WEC Energy buyer in Q3 2020 was Magellan Asset Management, an estimated $329M added.
  • The largest WEC Energy seller in Q3 2020 was Millennium Management, an estimated $51M sold.

Based on aggregated 13F filings for Q3 2020.