WEC Energy
931 hedge funds and large institutions have $20.3B invested in WEC Energy in 2021 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 312 increasing their positions, 326 reducing their positions, and 67 closing their positions.
67% more capital inflows, than outflows
Capital inflows: $1.21B | Capital outflows: $721M
0.11% more ownership
Funds ownership: 72.91% → 73.02% (+0.11%)
4% less repeat investments, than reductions
Existing positions increased: 312 | Existing positions reduced: 326
5% less call options, than puts
Call options by funds: $18.4M | Put options by funds: $19.4M
2% less funds holding
Funds holding: 950 → 931 (-19)
10% less first-time investments, than exits
New positions opened: 60 | Existing positions closed: 67
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$75.8M |
| 2 |
JP Morgan Chase
New York
|
+$60M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$56.4M |
| 4 |
State Street
Boston,
Massachusetts
|
+$54.6M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$42.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$69.5M |
| 2 |
Millennium Management
New York
|
-$63.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$61.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$53.9M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$46.2M |
WEC Hedge Fund Activity: Q3 2021 in Review
931 of the 5,731 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q3 2021, worth a combined $20.3B — down 0.71% from $20.4B a quarter earlier.
Sellers outnumbered buyers: 67 funds closed out of WEC and 60 opened new positions — a net loss of 7 holders — while 326 trimmed existing stakes and 312 added.
The largest buyer was UBS AM, adding an estimated $75.8M. The largest seller was ClearBridge Investments, cutting an estimated $69.5M.
- 931 institutional investors held WEC Energy (WEC) as of Q3 2021, down from 950 in Q2 2021.
- Funds reported $20.3B of WEC Energy stock for Q3 2021, down 0.71% quarter-over-quarter.
- 60 funds opened new WEC Energy positions in Q3 2021 and 67 closed out, a net change of -7 holders.
- The largest WEC Energy buyer in Q3 2021 was UBS AM, an estimated $75.8M added.
- The largest WEC Energy seller in Q3 2021 was ClearBridge Investments, an estimated $69.5M sold.
Based on aggregated 13F filings for Q3 2021.