WEX
WEX
366 hedge funds and large institutions have $7.89B invested in WEX in 2022 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 124 increasing their positions, 115 reducing their positions, and 42 closing their positions.
169% more call options, than puts
Call options by funds: $141M | Put options by funds: $52.5M
60% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 42
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
28% more capital invested
Capital invested by funds: $6.16B → $7.89B (+$1.73B)
7% more funds holding
Funds holding: 343 → 366 (+23)
8% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 115
0.64% more ownership
Funds ownership: 98.17% → 98.81% (+0.64%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Impactive Capital
New York City,
New York
|
+$140M |
| 2 |
ACM
Anomaly Capital Management
New York
|
+$49.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$42.9M |
| 4 |
Two Sigma Investments
New York
|
+$28.8M |
| 5 |
MRCP
Maple Rock Capital Partners
Toronto,
Ontario, Canada
|
+$27.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$137M |
| 2 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$94.5M |
| 3 |
HVCM
HG Vora Capital Management
New York
|
-$70.2M |
| 4 |
Neuberger Berman Group
New York
|
-$66.5M |
| 5 |
Goldman Sachs
New York
|
-$27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
401
Cornerstone Advisory
Hunt Valley,
Maryland
| – | -$9K | -62 | Closed |
|
|
ST
402
Sageworth Trust
Lancaster,
Pennsylvania
| – | -$7K | -50 | Closed |
|
|
CT
403
Cambridge Trust
Cambridge,
Massachusetts
| – | -$7K | -48 | Closed |
|
|
MFAM
404
Motley Fool Asset Management
Alexandria,
Virginia
| – | -$3K | -20 | Closed |
|
|
PMFA
405
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$3K | -18 | Closed |
|
|
GWSG
406
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$2K | -14 | Closed |
|
407
Koshinski Asset Management
Decatur,
Illinois
| – | -$983 | -7 | Closed |
|
|
TFO
408
Tarbox Family Office
Newport Beach,
California
| – | -$1K | -7 | Closed |
|
WEX Hedge Fund Activity: Q1 2022 in Review
366 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q1 2022, worth a combined $7.89B — up 28% from $6.16B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new WEX positions and 42 closed out — a net gain of 25 holders — while 124 added to existing stakes and 115 trimmed.
The largest buyer was Impactive Capital, adding an estimated $140M. The largest seller was JP Morgan Chase, cutting an estimated $137M.
- 366 institutional investors held WEX (WEX) as of Q1 2022, up from 343 in Q4 2021.
- Funds reported $7.89B of WEX stock for Q1 2022, up 28% quarter-over-quarter.
- 67 funds opened new WEX positions in Q1 2022 and 42 closed out, a net change of +25 holders.
- The largest WEX buyer in Q1 2022 was Impactive Capital, an estimated $140M added.
- The largest WEX seller in Q1 2022 was JP Morgan Chase, an estimated $137M sold.
Based on aggregated 13F filings for Q1 2022.