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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
Comerica Bank
176
Comerica Bank
Texas
$6.42M -$2.82M -30,257 -33%
Cambridge Investment Research Advisors
177
Cambridge Investment Research Advisors
Iowa
$6.4M +$611K +6,560 +11%
OIM
178
Opus Investment Management
Massachusetts
$6.21M
CIBC World Market
179
CIBC World Market
Ontario, Canada
$6.19M +$3.6M +38,616 +153%
CSS
180
Cubist Systematic Strategies
Connecticut
$6.07M -$1.37M -14,726 -19%
SIA
181
Sit Investment Associates
Minnesota
$6.01M -$25.6K -275 -0.4%
DZ Bank
182
DZ Bank
Germany
$5.92M +$3.37M +36,142 +145%
SEI Investments
183
SEI Investments
Pennsylvania
$5.88M -$1.46M -15,692 -21%
URS
184
Utah Retirement Systems
Utah
$5.87M +$37.3K +400 +0.7%
Connor, Clark & Lunn Investment Management (CC&L)
185
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.78M -$17M -182,166 -75%
FPIS
186
Financial Planning & Information Services
Wisconsin
$5.74M +$159K +1,710 +3%
HighTower Advisors
187
HighTower Advisors
Illinois
$5.73M +$1.28M +13,779 +30%
Natixis Advisors
188
Natixis Advisors
Massachusetts
$5.71M +$248K +2,666 +5%
TPSF
189
Texas Permanent School Fund
Texas
$5.61M +$218K +2,343 +4%
Public Employees Retirement Association of Colorado
190
Public Employees Retirement Association of Colorado
Colorado
$5.6M -$11.5K -123 -0.2%
GG
191
Gofen & Glossberg
Illinois
$5.56M +$1.47M +15,760 +38%
RCYC
192
Richard C. Young & Co
Rhode Island
$5.51M -$16.6K -178 -0.3%
VC
193
Voit & Company
Wisconsin
$5.41M +$445K +4,774 +9%
SOADOR
194
State of Alaska Department of Revenue
Alaska
$5.35M -$12.5M -134,481 -71%
BCIM
195
British Columbia Investment Management
British Columbia, Canada
$5.3M +$388K +4,160 +8%
SWP
196
Stratos Wealth Partners
Ohio
$5.23M +$293K +3,148 +6%
Thrivent Financial for Lutherans
197
Thrivent Financial for Lutherans
Minnesota
$5.21M +$2.36M +25,377 +89%
FA
198
FDx Advisors
Illinois
$5.17M +$1.76M +18,872 +55%
Creative Planning
199
Creative Planning
Kansas
$5M +$78.6K +844 +2%
JWM
200
JGP Wealth Management
Oregon
$4.99M +$139K +1,494 +3%

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.