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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
ADL
376
Asset Dedication LLC
California
$19.7K +$17.5K +86 +344%
Jones Financial Companies
377
Jones Financial Companies
Missouri
$19K +$8.36K +41 +62%
FFA
378
Farther Finance Advisors
California
$18.1K +$4.69K +23 +29%
BFEC
379
Benjamin F. Edwards & Company
Missouri
$18K – – –
NS
380
NBC Securities
Alabama
$18K – – –
Mitsubishi UFJ Asset Management
381
Mitsubishi UFJ Asset Management
Japan
$17.9K – – –
AGWCA
382
Annis Gardner Whiting Capital Advisors
Florida
$17.4K – – –
WT
383
Whittier Trust
California
$17.2K – – –
BWAM
384
Boyd Watterson Asset Management
Ohio
$14.7K – – –
PA
385
Parallel Advisors
California
$14.2K -$1.02K -5 -6%
AF
386
Advisornet Financial
Minnesota
$13.1K -$612 -3 -4%
CI Investments Inc
387
CI Investments Inc
Ontario, Canada
$13K -$1.84K -9 -11%
ST
388
Smithfield Trust
Pennsylvania
$12K – – –
CA
389
Clearstead Advisors
Ohio
$11.9K +$13.7K +67 New
PTC
390
Private Trust Company
Ohio
$11.9K – – –
IA
391
IFP Advisors
Florida
$11.3K -$1.02K -5 -7%
BCMLT
392
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.68K – – –
VWM
393
Venturi Wealth Management
Texas
$8.68K +$9.99K +49 New
AF
394
Allworth Financial
California
$8.49K +$7.34K +36 +360%
CP
395
Castleview Partners
Texas
$7.97K +$3.88K +19 +73%
VF
396
VitalStone Financial
Texas
$7.97K +$9.18K +45 New
FFA
397
Frazier Financial Advisors
Ohio
$7.62K – – –
CAL
398
Capital Advisors Ltd
Ohio
$7K +$612 +3 +8%
RFS
399
Richardson Financial Services
Massachusetts
$6.55K – – –
PFBT
400
Parkside Financial Bank & Trust
Missouri
$6.38K +$1.22K +6 +20%
14 15
16
17 18

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.