WEC Energy
WEC
1,052 hedge funds and large institutions have $20.8B invested in WEC Energy in 2023 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 327 increasing their positions, 383 reducing their positions, and 70 closing their positions.
111% more first-time investments, than exits
New positions opened: 148 | Existing positions closed: 70
8% more capital invested
Capital invested by funds: $19.3B → $20.8B (+$1.5B)
6% more funds holding
Funds holding: 990 → 1,052 (+62)
2.44% more ownership
Funds ownership: 76.02% → 78.46% (+2.4%)
15% less repeat investments, than reductions
Existing positions increased: 327 | Existing positions reduced: 383
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
40% less call options, than puts
Call options by funds: $41.2M | Put options by funds: $68.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$383M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$154M |
| 3 |
Millennium Management
New York
|
+$124M |
| 4 |
ClearBridge Investments
New York
|
+$97M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$77.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$382M |
| 2 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$68.9M |
| 3 |
ESCM
Echo Street Capital Management
New York
|
-$47.2M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$35.2M |
| 5 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$32.8M |
WEC Hedge Fund Activity: Q4 2023 in Review
1,052 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q4 2023, worth a combined $20.8B — up 7.8% from $19.3B a quarter earlier.
Buyers outnumbered sellers: 148 funds opened new WEC positions and 70 closed out — a net gain of 78 holders — while 327 added to existing stakes and 383 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $383M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $382M.
- 1,052 institutional investors held WEC Energy (WEC) as of Q4 2023, up from 990 in Q3 2023.
- Funds reported $20.8B of WEC Energy stock for Q4 2023, up 7.8% quarter-over-quarter.
- 148 funds opened new WEC Energy positions in Q4 2023 and 70 closed out, a net change of +78 holders.
- The largest WEC Energy buyer in Q4 2023 was Morgan Stanley, an estimated $383M added.
- The largest WEC Energy seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $382M sold.
Based on aggregated 13F filings for Q4 2023.