WEX
360 hedge funds and large institutions have $9.46B invested in WEX in 2021 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 116 increasing their positions, 130 reducing their positions, and 45 closing their positions.
229% more call options, than puts
Call options by funds: $108M | Put options by funds: $32.8M
22% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 45
6% more capital invested
Capital invested by funds: $8.96B → $9.46B (+$501M)
2.59% more ownership
Funds ownership: 99.9% → 102.49% (+2.6%)
2% more funds holding
Funds holding: 353 → 360 (+7)
11% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 130
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$120M |
| 2 |
Primecap Management
Pasadena,
California
|
+$120M |
| 3 |
IC
Impactive Capital
New York City,
New York
|
+$71.5M |
| 4 |
JCM
Junto Capital Management
New York
|
+$56.9M |
| 5 |
Select Equity Group
New York
|
+$44.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$91.7M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$56.1M |
| 3 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$52.1M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$47.6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$33.2M |
WEX Hedge Fund Activity: Q1 2021 in Review
360 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q1 2021, worth a combined $9.46B — up 5.6% from $8.96B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new WEX positions and 45 closed out — a net gain of 10 holders — while 116 added to existing stakes and 130 trimmed.
The largest buyer was Artemis Investment Management, opening a new position worth an estimated $120M. The largest seller was Amundi Asset Management US, cutting an estimated $91.7M.
- 360 institutional investors held WEX (WEX) as of Q1 2021, up from 353 in Q4 2020.
- Funds reported $9.46B of WEX stock for Q1 2021, up 5.6% quarter-over-quarter.
- 55 funds opened new WEX positions in Q1 2021 and 45 closed out, a net change of +10 holders.
- The largest WEX buyer in Q1 2021 was Artemis Investment Management, an estimated $120M added.
- The largest WEX seller in Q1 2021 was Amundi Asset Management US, an estimated $91.7M sold.
Based on aggregated 13F filings for Q1 2021.