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WEX
WEX

440 hedge funds and large institutions have $7.28B invested in WEX in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 135 increasing their positions, 153 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,190% more call options, than puts

Call options by funds: $92.1M | Put options by funds: $2.8M

41% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 59

4% more funds holding

Funds holding: 422 → 440 (+18)

2.23% less ownership

Funds ownership: 100.2% → 97.97% (-2.2%)

12% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 153

27% less capital invested

Capital invested by funds: $9.92B → $7.28B (-$2.64B)

38% less funds holding in top 10

Funds holding in top 10: 8 → 5 (-3)

Holders
440
Holders Change
+18
Holders Change %
+4.27%
% of All Funds
6.35%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
83
Increased
135
Reduced
153
Closed
59
Calls
$92.1M
Puts
$2.8M
Net Calls
+$89.3M
Net Calls Change
+$10.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$67M
2
Morgan Stanley
Morgan Stanley
New York
+$49.7M
3
JP Morgan Chase
JP Morgan Chase
New York
+$40.6M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$25.8M
5
DCP
Distillate Capital Partners
Illinois
+$16.1M

Top Sellers

1
SIMG
Stephens Investment Management Group
Texas
-$72.6M
2
Deutsche Bank
Deutsche Bank
Germany
-$40.9M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$40M
4
KCM
Kodai Capital Management
Illinois
-$34.8M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$30.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
226
HighTower Advisors
Illinois
$634K -$88.1K -432 -11%
CB
227
Commerce Bank
Missouri
$631K – – –
AC
228
AXQ Capital
New Jersey
$630K +$726K +3,557 New
PA
229
Procyon Advisors
Connecticut
$629K -$51.8K -254 -7%
VPIM
230
Vanguard Personalized Indexing Management
California
$629K -$94.8K -465 -12%
Focus Partners Wealth
231
Focus Partners Wealth
Massachusetts
$625K +$719K +3,526 New
BAM
232
Blueshift Asset Management
New Jersey
$621K +$715K +3,505 New
TC
233
TownSquare Capital
Utah
$621K +$42.6K +209 +6%
PAS
234
Point72 Asia (Singapore)
Singapore
$610K +$703K +3,446 New
MSRPS
235
Maryland State Retirement & Pension System
Maryland
$596K – – –
SAM
236
Securian Asset Management
Minnesota
$592K -$40K -196 -6%
VI
237
Vestcor Inc
New Brunswick, Canada
$530K +$610K +2,992 New
IEFM
238
IQ EQ Fund Management
Ireland
$527K -$198K -972 -25%
Truist Financial
239
Truist Financial
North Carolina
$521K +$104K +510 +21%
PWG
240
Portside Wealth Group
Utah
$520K +$3.88K +19 +0.7%
IMRF
241
Illinois Municipal Retirement Fund
Illinois
$519K +$598K +2,931 New
FT
242
Fiduciary Trust
Massachusetts
$515K – – –
US Bancorp
243
US Bancorp
Minnesota
$515K -$577K -2,829 -49%
BHCM
244
Brevan Howard Capital Management
Jersey
$507K +$584K +2,862 New
Prudential Financial
245
Prudential Financial
New Jersey
$500K -$30.8K -151 -5%
GCM
246
Gator Capital Management
Florida
$496K – – –
QI
247
Qtron Investments
Massachusetts
$494K – – –
LI
248
LMCG Investments
Massachusetts
$492K -$4.89K -24 -0.9%
CPBTD
249
Central Pacific Bank - Trust Division
Hawaii
$487K – – –
SA
250
Sanctuary Advisors
Indiana
$485K +$457K +2,241 New
8 9
10
11 12

WEX Hedge Fund Activity: Q2 2024 in Review

440 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q2 2024, worth a combined $7.28B — down 27% from $9.92B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new WEX positions and 59 closed out — a net gain of 24 holders — while 135 added to existing stakes and 153 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $67M. The largest seller was Stephens Investment Management Group, exiting entirely with an estimated $72.6M sold.

  • 440 institutional investors held WEX (WEX) as of Q2 2024, up from 422 in Q1 2024.
  • Funds reported $7.28B of WEX stock for Q2 2024, down 27% quarter-over-quarter.
  • 83 funds opened new WEX positions in Q2 2024 and 59 closed out, a net change of +24 holders.
  • The largest WEX buyer in Q2 2024 was Fidelity Investments, an estimated $67M added.
  • The largest WEX seller in Q2 2024 was Stephens Investment Management Group, an estimated $72.6M sold.

Based on aggregated 13F filings for Q2 2024.