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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.56B -$42.3M -435,006 -1%
BlackRock
2
BlackRock
New York
$2.4B -$25.6M -262,897 -1%
MAM
3
Magellan Asset Management
Australia
$2.07B +$56.3M +579,088 +3%
State Street
4
State Street
Massachusetts
$1.52B -$52.1M -535,925 -3%
Wells Fargo
5
Wells Fargo
California
$690M +$14.4M +148,370 +2%
Deutsche Bank
6
Deutsche Bank
Germany
$636M -$47.3M -486,173 -7%
Bank of America
7
Bank of America
North Carolina
$535M -$13.9M -142,500 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$501M +$11.4M +117,499 +2%
Northern Trust
9
Northern Trust
Illinois
$458M -$15.5M -159,507 -3%
JP Morgan Chase
10
JP Morgan Chase
New York
$340M -$6.75M -69,385 -2%
Legal & General Group
11
Legal & General Group
United Kingdom
$330M +$6.71K +69 +0%
PAMU
12
Pictet Asset Management (UK)
United Kingdom
$330M +$97M +996,877 +39%
Ameriprise
13
Ameriprise
Minnesota
$302M +$12.1M +124,165 +4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$254M +$7.3M +75,050 +3%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$245M -$5.34M -54,890 -2%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$234M -$8.16M -83,914 -3%
ClearBridge Investments
17
ClearBridge Investments
New York
$192M -$6.95M -71,410 -3%
Swiss National Bank
18
Swiss National Bank
Switzerland
$174M -$2.08M -21,400 -1%
Principal Financial Group
19
Principal Financial Group
Iowa
$171M +$7.83M +80,476 +5%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$156M +$1.66M +17,078 +1%
BG
21
Bahl & Gaynor
Ohio
$149M -$7M -71,906 -4%
Charles Schwab
22
Charles Schwab
California
$126M +$1.31M +13,477 +1%
Morgan Stanley
23
Morgan Stanley
New York
$121M +$29.1M +299,025 +30%
UBS AM
24
UBS AM
Illinois
$120M -$145M -1,494,582 -53%
PPA
25
Parametric Portfolio Associates
Washington
$118M -$376K -3,861 -0.3%

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.