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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
PIM
176
Penobscot Investment Management
Massachusetts
$6.79M +$37.9K +390 +0.5%
GIBU
177
Gulf International Bank (UK)
United Kingdom
$6.63M -$438K -4,500 -6%
Cambridge Investment Research Advisors
178
Cambridge Investment Research Advisors
Iowa
$6.32M +$257K +2,637 +4%
DCM
179
Donaldson Capital Management
Indiana
$6.29M -$27.7M -285,050 -81%
RIM
180
Redpoint Investment Management
Australia
$6.14M -$667K -6,860 -9%
MSL
181
Mackay Shields LLC
New York
$6.09M -$1.56M -16,000 -19%
OIM
182
Opus Investment Management
Massachusetts
$5.9M
EVM
183
Eaton Vance Management
Massachusetts
$5.88M +$1.45M +14,936 +31%
URS
184
Utah Retirement Systems
Utah
$5.82M +$263K +2,700 +4%
FPIS
185
Financial Planning & Information Services
Wisconsin
$5.61M +$173K +1,780 +3%
Connor, Clark & Lunn Investment Management (CC&L)
186
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.54M +$49K +504 +0.8%
Wealth Enhancement Advisory Services
187
Wealth Enhancement Advisory Services
Minnesota
$5.42M +$5.69M +58,428 +2,212%
CWM
188
CIBC World Markets
New York
$5.35M +$1.96M +20,129 +53%
FA
189
FDx Advisors
Illinois
$5.33M +$434K +4,465 +8%
Public Employees Retirement Association of Colorado
190
Public Employees Retirement Association of Colorado
Colorado
$5.24M -$79.1K -813 -1%
GG
191
Gofen & Glossberg
Illinois
$5.19M -$97.7K -1,004 -2%
Natixis Advisors
192
Natixis Advisors
Massachusetts
$5.19M -$254K -2,613 -4%
RCYC
193
Richard C. Young & Co
Rhode Island
$5.18M -$56.3K -579 -1%
Comerica Bank
194
Comerica Bank
Texas
$5.12M -$411K -4,225 -7%
Qube Research & Technologies (QRT)
195
Qube Research & Technologies (QRT)
United Kingdom
$5.07M -$1.12M -11,513 -17%
TPSF
196
Texas Permanent School Fund
Texas
$4.94M -$414K -4,258 -7%
WFMPM
197
Woodley Farra Manion Portfolio Management
Indiana
$4.93M +$1.61M +16,514 +45%
BCIM
198
British Columbia Investment Management
British Columbia, Canada
$4.91M -$132K -1,354 -2%
SWP
199
Stratos Wealth Partners
Ohio
$4.86M -$114K -1,173 -2%
Creative Planning
200
Creative Planning
Kansas
$4.85M +$102K +1,052 +2%

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.