WEC Energy
1,017 hedge funds and large institutions have $22.5B invested in WEC Energy in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 367 increasing their positions, 322 reducing their positions, and 107 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 367 | Existing positions reduced: 322
0.26% less ownership
Funds ownership: 75.49% → 75.23% (-0.26%)
6% less capital inflows, than outflows
Capital inflows: $955M | Capital outflows: $1.01B
5% less funds holding
Funds holding: 1,068 → 1,017 (-51)
25% less first-time investments, than exits
New positions opened: 80 | 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 |
Eagle Asset Management
St Petersburg,
Florida
|
+$36.5M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$36.4M |
| 5 |
Raymond James & Associates
St Petersburg,
Florida
|
+$28.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$165M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$64.4M |
| 3 |
Magellan Asset Management
Sydney,
Australia
|
-$59.2M |
| 4 |
JP Morgan Chase
New York
|
-$50.4M |
| 5 |
State Street
Boston,
Massachusetts
|
-$49.4M |
WEC Hedge Fund Activity: Q1 2023 in Review
1,017 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q1 2023, worth a combined $22.5B — up 0.86% from $22.3B a quarter earlier.
Sellers outnumbered buyers: 107 funds closed out of WEC and 80 opened new positions — a net loss of 27 holders — while 322 trimmed existing stakes and 367 added.
The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $187M. The largest seller was T. Rowe Price Associates, cutting an estimated $165M.
- 1,017 institutional investors held WEC Energy (WEC) as of Q1 2023, down from 1,068 in Q4 2022.
- Funds reported $22.5B of WEC Energy stock for Q1 2023, up 0.86% quarter-over-quarter.
- 80 funds opened new WEC Energy positions in Q1 2023 and 107 closed out, a net change of -27 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 T. Rowe Price Associates, an estimated $165M sold.
Based on aggregated 13F filings for Q1 2023.