WEX
WEX
411 hedge funds and large institutions have $7.88B invested in WEX in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 111 increasing their positions, 177 reducing their positions, and 44 closing their positions.
957% more call options, than puts
Call options by funds: $84.1M | Put options by funds: $7.96M
16% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 44
3% more capital invested
Capital invested by funds: $7.69B → $7.88B (+$193M)
1% more funds holding
Funds holding: 407 → 411 (+4)
0.88% less ownership
Funds ownership: 98.56% → 97.69% (-0.88%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
37% less repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 177
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
+$25.7M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$22.7M |
| 3 |
HPC
HM Payson & Co
Portland,
Maine
|
+$19.3M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$19.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$33.1M |
| 2 |
Goldman Sachs
New York
|
-$32.4M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$18.4M |
| 4 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
-$15M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$14.3M |
WEX Hedge Fund Activity: Q3 2023 in Review
411 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q3 2023, worth a combined $7.88B — up 2.5% from $7.69B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new WEX positions and 44 closed out — a net gain of 7 holders — while 111 added to existing stakes and 177 trimmed.
The largest buyer was Bessemer Group, adding an estimated $25.7M. The largest seller was Fidelity Investments, cutting an estimated $33.1M.
- 411 institutional investors held WEX (WEX) as of Q3 2023, up from 407 in Q2 2023.
- Funds reported $7.88B of WEX stock for Q3 2023, up 2.5% quarter-over-quarter.
- 51 funds opened new WEX positions in Q3 2023 and 44 closed out, a net change of +7 holders.
- The largest WEX buyer in Q3 2023 was Bessemer Group, an estimated $25.7M added.
- The largest WEX seller in Q3 2023 was Fidelity Investments, an estimated $33.1M sold.
Based on aggregated 13F filings for Q3 2023.