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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
Twin Tree Management
326
Twin Tree Management
Texas
$169K -$897K -4,396 -82%
CTC
327
Central Trust Company
Missouri
$100K -$31K -152 -21%
S
328
SignatureFD
Georgia
$94.1K +$73K +358 +207%
TCOV
329
Trust Company of Vermont
Vermont
$93.9K +$108K +530 New
CYG
330
Clean Yield Group
Vermont
$88.6K – – –
PAM
331
Paradigm Asset Management
New York
$85K – – –
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$80K +$25.1K +123 +37%
1IA
333
1620 Investment Advisors
Massachusetts
$79.9K +$92K +451 New
CHA
334
Carmichael Hill & Associates
Maryland
$79.7K – – –
EC
335
EntryPoint Capital
New York
$78.5K +$90.4K +443 New
Northwestern Mutual Wealth Management
336
Northwestern Mutual Wealth Management
Wisconsin
$76.9K +$25.3K +124 +40%
CFGS
337
Concourse Financial Group Securities
Alabama
$74K +$11K +54 +15%
Fifth Third Bancorp
338
Fifth Third Bancorp
Ohio
$68.4K +$1.22K +6 +2%
BSB
339
Bangor Savings Bank
Maine
$67.3K – – –
NA
340
NewEdge Advisors
Louisiana
$59.9K +$23.3K +114 +51%
CT
341
Clearstead Trust
Maine
$59.7K – – –
EIM
342
Essex Investment Management
Massachusetts
$57.9K -$9.38K -46 -12%
PMFA
343
Plante Moran Financial Advisors
Michigan
$57.6K – – –
BTI
344
Blue Trust Inc
Georgia
$54.2K +$38.1K +187 +456%
CFM
345
Catalyst Funds Management
Australia
$53.1K +$61.2K +300 New
LSA
346
Leonteq Securities AG
Switzerland
$53K +$5.1K +25 +9%
YDMI
347
Y.D. More Investments
Israel
$50.8K +$1.22K +6 +2%
MFG
348
Mendota Financial Group
Wisconsin
$49.6K – – –
GRP
349
Global Retirement Partners
California
$48.9K +$16.9K +83 +43%
MPWT
350
MassMutual Private Wealth & Trust
Connecticut
$46.8K -$2.45K -12 -4%
12 13
14
15 16

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.