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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
SOADOR
201
State of Alaska Department of Revenue
Alaska
$4.83M -$261K -2,684 -5%
William Blair & Company
202
William Blair & Company
Illinois
$4.66M +$48.7K +501 +1%
DZ Bank
203
DZ Bank
Germany
$4.64M -$1.01M -10,358 -17%
JWM
204
JGP Wealth Management
Oregon
$4.62M +$226K +2,327 +5%
SEI Investments
205
SEI Investments
Pennsylvania
$4.59M -$1.04M -10,682 -18%
GT
206
Glenmede Trust
Pennsylvania
$4.54M +$352K +3,618 +8%
Susquehanna International Group
207
Susquehanna International Group
Pennsylvania
$4.53M +$2.25M +23,141 +89%
O
208
Ossiam
France
$4.53M +$4.79M +49,224 New
Man Group
209
Man Group
United Kingdom
$4.51M +$1.55M +15,937 +48%
ProShare Advisors
210
ProShare Advisors
Maryland
$4.5M +$349K +3,583 +8%
ACM
211
Azimuth Capital Management
Michigan
$4.49M -$108K -1,110 -2%
SMDAM
212
Sumitomo Mitsui DS Asset Management
Japan
$4.42M -$14.1K -145 -0.3%
SIA
213
Sit Investment Associates
Minnesota
$4.4M -$1.38M -14,180 -23%
SO
214
STRS Ohio
Ohio
$4.35M +$213K +2,192 +5%
GLA
215
Great Lakes Advisors
Illinois
$4.19M +$72.6K +746 +2%
KWM
216
Kingsview Wealth Management
Oregon
$4.16M -$97 -1 -0%
CSS
217
Cubist Systematic Strategies
Connecticut
$4.14M -$1.72M -17,701 -28%
SCI
218
S&CO Inc
Massachusetts
$4.12M
MSA
219
Mason Street Advisors
Wisconsin
$4M -$76.9K -790 -2%
MCM
220
Mattern Capital Management
Colorado
$3.98M +$82K +843 +2%
TC
221
TownSquare Capital
Utah
$3.96M +$326K +3,351 +8%
GP
222
Girard Partners
Pennsylvania
$3.83M -$52.3K -538 -1%
AFG
223
Albion Financial Group
Utah
$3.78M +$973 +10 +0%
PP
224
Prudential plc
United Kingdom
$3.77M -$286K -2,940 -7%
BAM
225
Bruderman Asset Management
New York
$3.76M +$103K +1,059 +3%

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.