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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
TC
201
TownSquare Capital
Utah
$5.64M +$62.8K +619 +1%
BEI
202
Benjamin Edwards Inc
Missouri
$5.54M +$294K +2,899 +6%
GG
203
Gofen & Glossberg
Illinois
$5.53M -$56.9K -561 -1%
ProShare Advisors
204
ProShare Advisors
Maryland
$5.42M -$1.82M -17,999 -25%
RCYC
205
Richard C. Young & Co
Rhode Island
$5.4M -$12K -118 -0.2%
FMII
206
Farmers & Merchants Investments Inc
Nebraska
$5.38M
VLKIM
207
Van Lanschot Kempen Investment Management
Netherlands
$5.33M +$995K +9,812 +23%
GIBU
208
Gulf International Bank (UK)
United Kingdom
$5.27M
ACIM
209
Azimuth Capital Investment Management
Michigan
$5.24M +$5.28M +52,039 New
Public Employees Retirement Association of Colorado
210
Public Employees Retirement Association of Colorado
Colorado
$5.13M -$23.3K -230 -0.4%
Creative Planning
211
Creative Planning
Kansas
$5.1M +$572K +5,637 +13%
Zurich Cantonal Bank
212
Zurich Cantonal Bank
Switzerland
$5.1M +$111K +1,094 +2%
AAIM
213
American Assets Investment Management
California
$5.03M
KWM
214
Kingsview Wealth Management
Oregon
$4.9M +$307K +3,024 +7%
SOADOR
215
State of Alaska Department of Revenue
Alaska
$4.56M +$96.8K +955 +2%
M
216
MOTCO
Texas
$4.55M -$3.65K -36 -0.1%
Comerica Bank
217
Comerica Bank
Texas
$4.51M -$101K -998 -2%
Aviva
218
Aviva
United Kingdom
$4.48M -$1.41M -13,888 -24%
AFG
219
Albion Financial Group
Utah
$4.46M +$195K +1,926 +5%
SCI
220
S&CO Inc
Massachusetts
$4.45M
GTAM
221
Global Trust Asset Management
Florida
$4.44M +$4.48M +44,142 New
NYLIM
222
New York Life Investment Management
New York
$4.44M +$4.47M +44,084 New
Susquehanna International Group
223
Susquehanna International Group
Pennsylvania
$4.41M -$4.35M -42,888 -49%
WFMPM
224
Woodley Farra Manion Portfolio Management
Indiana
$4.37M -$352K -3,472 -7%
BAM
225
Bosun Asset Management
Illinois
$4.33M

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.