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WEC Energy

962 hedge funds and large institutions have $21.1B invested in WEC Energy in 2020 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 307 increasing their positions, 315 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 66

38% more call options, than puts

Call options by funds: $20.3M | Put options by funds: $14.7M

6% more funds holding

Funds holding: 908962 (+54)

3% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 315

1% less ownership

Funds ownership: 73.63%72.63% (-1%)

6% less capital invested

Capital invested by funds: $22.5B → $21.1B (-$1.38B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
962
Holders Change
+54
Holders Change %
+5.95%
% of All Funds
17.02%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
134
Increased
307
Reduced
315
Closed
66
Calls
$20.3M
Puts
$14.7M
Net Calls
+$5.58M
Net Calls Change
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CSUI
151
Cincinnati Specialty Underwriters Insurance
Ohio
$8.74M
DekaBank Deutsche Girozentrale
152
DekaBank Deutsche Girozentrale
Germany
$8.58M -$1.05M -10,787 -10%
NIPH
153
NN Investment Partners Holdings
Netherlands
$8.49M -$681K -7,000 -7%
SFI
154
Susquehanna Fundamental Investments
Pennsylvania
$8.43M -$4.64M -47,672 -34%
SLAM
155
Swiss Life Asset Management
$8.42M +$5.3M +54,467 +147%
ASRS
156
Arizona State Retirement System
Arizona
$8.38M -$479K -4,921 -5%
Voloridge Investment Management
157
Voloridge Investment Management
Florida
$8.2M +$8.67M +89,113 New
PAM
158
Panagora Asset Management
Massachusetts
$8.14M +$361K +3,715 +4%
Baird Financial Group
159
Baird Financial Group
Wisconsin
$8.1M -$4.09K -42 -0%
NAS
160
Nicolet Advisory Services
Wisconsin
$8.05M +$171K +1,755 +2%
Jacobs Levy Equity Management
161
Jacobs Levy Equity Management
New Jersey
$7.76M -$2.35M -24,197 -22%
American Century Companies
162
American Century Companies
Missouri
$7.52M +$4.71M +48,380 +145%
Mackenzie Financial
163
Mackenzie Financial
Ontario, Canada
$7.5M +$1.17M +12,011 +17%
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$7.46M -$117K -1,203 -1%
RHFI
165
Reilly Herbert Faulkner III
$7.39M +$298K +3,066 +4%
CB
166
Commerce Bank
Missouri
$7.32M -$78.7K -809 -1%
Thrivent Financial for Lutherans
167
Thrivent Financial for Lutherans
Minnesota
$7.3M +$2.49M +25,562 +48%
ECM
168
ExodusPoint Capital Management
New York
$7.3M +$7.72M +79,319 New
SOMRS
169
State of Michigan Retirement System
Michigan
$7.3M -$117K -1,200 -1%
Janney Montgomery Scott
170
Janney Montgomery Scott
Pennsylvania
$7.2M +$15.2K +156 +0.2%
Korea Investment Corp
171
Korea Investment Corp
South Korea
$7.12M -$22.4M -230,700 -75%
Zurich Cantonal Bank
172
Zurich Cantonal Bank
Switzerland
$7.05M -$835K -8,581 -10%
MIM
173
MetLife Investment Management
New Jersey
$7.05M -$328K -3,371 -4%
Schroder Investment Management Group
174
Schroder Investment Management Group
United Kingdom
$7.01M +$516K +5,298 +7%
FMII
175
Farmers & Merchants Investments Inc
Nebraska
$6.95M

WEC Hedge Fund Activity: Q4 2020 in Review

962 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q4 2020, worth a combined $21.1B — down 6.2% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new WEC positions and 66 closed out — a net gain of 68 holders — while 307 added to existing stakes and 315 trimmed.

The largest buyer was Pictet Asset Management (UK), adding an estimated $97M. The largest seller was UBS AM, cutting an estimated $145M.

  • 962 institutional investors held WEC Energy (WEC) as of Q4 2020, up from 908 in Q3 2020.
  • Funds reported $21.1B of WEC Energy stock for Q4 2020, down 6.2% quarter-over-quarter.
  • 134 funds opened new WEC Energy positions in Q4 2020 and 66 closed out, a net change of +68 holders.
  • The largest WEC Energy buyer in Q4 2020 was Pictet Asset Management (UK), an estimated $97M added.
  • The largest WEC Energy seller in Q4 2020 was UBS AM, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2020.