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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
CGH
201
Crossmark Global Holdings
Texas
$4.98M +$1.12K +12 +0%
William Blair & Company
202
William Blair & Company
Illinois
$4.86M -$195K -2,093 -4%
ACM
203
Azimuth Capital Management
Michigan
$4.83M +$5.78K +62 +0.1%
EVM
204
Eaton Vance Management
Massachusetts
$4.74M +$1M +10,762 +28%
SMDAM
205
Sumitomo Mitsui DS Asset Management
Japan
$4.66M +$30.7K +329 +0.7%
GT
206
Glenmede Trust
Pennsylvania
$4.43M +$187K +2,005 +5%
CIBC Private Wealth Group
207
CIBC Private Wealth Group
Georgia
$4.41M +$4.24M +45,557 New
ProShare Advisors
208
ProShare Advisors
Maryland
$4.39M -$176K -1,894 -4%
KWM
209
Kingsview Wealth Management
Oregon
$4.38M -$59.4K -638 -1%
SO
210
STRS Ohio
Ohio
$4.37M -$911K -9,774 -18%
GLA
211
Great Lakes Advisors
Illinois
$4.34M +$168K +1,798 +4%
SCI
212
S&CO Inc
Massachusetts
$4.34M
MSA
213
Mason Street Advisors
Wisconsin
$4.29M -$68K -730 -2%
PP
214
Prudential plc
United Kingdom
$4.25M -$381K -4,090 -9%
MLICM
215
Metropolitan Life Insurance Company (MetLife)
New York
$4.17M -$177K -1,904 -4%
MCM
216
Mattern Capital Management
Colorado
$4.1M +$42.9K +460 +1%
GP
217
Girard Partners
Pennsylvania
$4.08M +$485K +5,203 +14%
BCV
218
Banque Cantonale Vaudoise
Switzerland
$4.07M -$196K -2,100 -5%
AFG
219
Albion Financial Group
Utah
$3.98M +$50.6K +543 +1%
MOACM
220
Mutual of America Capital Management
New York
$3.96M -$216K -2,322 -5%
TC
221
TownSquare Capital
Utah
$3.91M +$541K +5,811 +17%
Jane Street
222
Jane Street
New York
$3.88M -$7.46M -80,094 -67%
BAM
223
Bruderman Asset Management
New York
$3.86M -$347K -3,727 -9%
OAM
224
Optimal Asset Management
California
$3.8M +$1.86M +19,972 +104%
Bank of Nova Scotia
225
Bank of Nova Scotia
Ontario, Canada
$3.79M +$21.1K +227 +0.6%

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.