WEC Energy
WEC
1,016 hedge funds and large institutions have $22.5B invested in WEC Energy in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 368 increasing their positions, 323 reducing their positions, and 107 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 368 | Existing positions reduced: 323
0.57% less ownership
Funds ownership: 75.8% → 75.23% (-0.57%)
1% less capital invested
Capital invested by funds: $22.8B → $22.5B (-$251M)
5% less funds holding
Funds holding: 1,067 → 1,016 (-51)
26% less first-time investments, than exits
New positions opened: 79 | Existing positions closed: 107
43% less funds holding in top 10
Funds holding in top 10: 14 → 8 (-6)
48% less call options, than puts
Call options by funds: $16M | Put options by funds: $30.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$187M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$45.2M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$36.5M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$36.4M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$28.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$434M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$165M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$64.4M |
| 4 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$59.2M |
| 5 |
JP Morgan Chase
New York
|
-$50.4M |
WEC Hedge Fund Activity: Q1 2023 in Review
1,016 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q1 2023, worth a combined $22.5B — down 1.1% from $22.8B a quarter earlier.
Sellers outnumbered buyers: 107 funds closed out of WEC and 79 opened new positions — a net loss of 28 holders — while 323 trimmed existing stakes and 368 added.
The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $187M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $434M sold.
- 1,016 institutional investors held WEC Energy (WEC) as of Q1 2023, down from 1,067 in Q4 2022.
- Funds reported $22.5B of WEC Energy stock for Q1 2023, down 1.1% quarter-over-quarter.
- 79 funds opened new WEC Energy positions in Q1 2023 and 107 closed out, a net change of -28 holders.
- The largest WEC Energy buyer in Q1 2023 was T. Rowe Price Investment Management, an estimated $187M added.
- The largest WEC Energy seller in Q1 2023 was Arete Wealth Advisors, an estimated $434M sold.
Based on aggregated 13F filings for Q1 2023.