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WEC Energy

1,040 hedge funds and large institutions have $23.6B invested in WEC Energy in 2022 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 394 increasing their positions, 279 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $8.02M

56% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 68

41% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 279

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

2% more funds holding

Funds holding: 1,0171,040 (+23)

1.84% more ownership

Funds ownership: 72.6%74.44% (+1.8%)

4% more capital invested

Capital invested by funds: $22.8B → $23.6B (+$812M)

Holders
1,040
Holders Change
+23
Holders Change %
+2.26%
% of All Funds
17.52%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.2%
New
106
Increased
394
Reduced
279
Closed
68
Calls
$20.6M
Puts
$8.02M
Net Calls
+$12.6M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
176
HighTower Advisors
Illinois
$7.29M +$2.42M +23,850 +49%
Tudor Investment Corp
177
Tudor Investment Corp
Connecticut
$7.2M -$6.01M -59,266 -45%
JWM
178
JGP Wealth Management
Oregon
$7.17M +$174K +1,713 +2%
IIM
179
INTECH Investment Management
Florida
$6.98M +$7.03M +69,342 New
VI
180
Vestcor Inc
New Brunswick, Canada
$6.95M +$347K +3,423 +5%
ELI
181
Empire Life Investments
Ontario, Canada
$6.67M +$132K +1,306 +2%
4WM
182
44 Wealth Management
Oregon
$6.65M +$23.2K +229 +0.3%
CSS
183
Cubist Systematic Strategies
Connecticut
$6.62M +$441K +4,346 +7%
Wealthfront Advisers
184
Wealthfront Advisers
California
$6.59M -$2.85M -28,148 -30%
MML Investors Services
185
MML Investors Services
Massachusetts
$6.57M +$4.46M +43,964 +206%
VanEck Associates
186
VanEck Associates
New York
$6.54M +$56K +552 +0.9%
SWP
187
Stratos Wealth Partners
Ohio
$6.22M +$122K +1,207 +2%
IG
188
ING Group
Netherlands
$5.97M +$3.68M +36,313 +158%
OIM
189
Opus Investment Management
Massachusetts
$5.95M -$507K -5,000 -8%
JMPWA
190
JP Morgan Private Wealth Advisors
California
$5.93M -$231K -2,281 -4%
HWAM
191
Hennion & Walsh Asset Management
New Jersey
$5.92M -$1.49M -14,684 -20%
FPIS
192
Financial Planning & Information Services
Wisconsin
$5.87M -$227K -2,236 -4%
AI
193
Atria Investments
North Carolina
$5.87M +$2.04M +20,081 +53%
Robeco Institutional Asset Management
194
Robeco Institutional Asset Management
Netherlands
$5.84M +$273K +2,697 +5%
MCM
195
Mattern Capital Management
Colorado
$5.84M -$122K -1,206 -2%
OTPPB
196
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.83M +$3.14M +30,965 +115%
OSAM
197
O'Shaughnessy Asset Management
Connecticut
$5.78M +$5.82M +57,396 New
Janney Montgomery Scott
198
Janney Montgomery Scott
Pennsylvania
$5.69M +$521K +5,141 +10%
URS
199
Utah Retirement Systems
Utah
$5.65M -$10.1K -100 -0.2%
YCM
200
Yousif Capital Management
Michigan
$5.64M -$58.8K -580 -1%

WEC Hedge Fund Activity: Q2 2022 in Review

1,040 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q2 2022, worth a combined $23.6B — up 3.6% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new WEC positions and 68 closed out — a net gain of 38 holders — while 394 added to existing stakes and 279 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $164M. The largest seller was Magellan Asset Management, cutting an estimated $105M.

  • 1,040 institutional investors held WEC Energy (WEC) as of Q2 2022, up from 1,017 in Q1 2022.
  • Funds reported $23.6B of WEC Energy stock for Q2 2022, up 3.6% quarter-over-quarter.
  • 106 funds opened new WEC Energy positions in Q2 2022 and 68 closed out, a net change of +38 holders.
  • The largest WEC Energy buyer in Q2 2022 was Morgan Stanley, an estimated $164M added.
  • The largest WEC Energy seller in Q2 2022 was Magellan Asset Management, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2022.