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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
IWP
426
IAG Wealth Partners
Wisconsin
$1.59K +$1.84K +9 New
SIC
427
SJS Investment Consulting
Ohio
$1.24K -$17.3K -85 -92%
RF
428
Robbins Farley
New Hampshire
$1.24K – – –
DPW
429
DiNuzzo Private Wealth
Pennsylvania
$1.06K +$204 +1 +20%
NRG
430
Nemes Rush Group
Michigan
$1.06K +$1.22K +6 New
TFA
431
Toth Financial Advisory
Virginia
$1.06K +$1.22K +6 New
CIA
432
Cape Investment Advisory
Georgia
$886 – – –
Kayne Anderson Rudnick Investment Management
433
Kayne Anderson Rudnick Investment Management
California
$886 – – –
MHR
434
Matthew Hamilton Rosenberg
$877 – – –
PWMG
435
Private Wealth Management Group
New Jersey
$709 – – –
MIM
436
Macroview Investment Management
Maryland
$355 -$1.43K -7 -78%
BWP
437
Baldwin Wealth Partners
Massachusetts
$354 +$408 +2 New
HIA
438
Harbor Investment Advisory
Maryland
$177 -$1.43K -7 -88%
FNWA
439
Financial Network Wealth Advisors
Utah
$177 +$204 +1 New
SIMG
440
Stephens Investment Management Group
Texas
– -$72.6M -305,523 Closed
KCM
441
Kodai Capital Management
Illinois
– -$34.8M -146,391 Closed
ICM
442
Invenomic Capital Management
Massachusetts
– -$23M -96,966 Closed
AIG
443
American International Group
New York
– -$13.5M -56,738 Closed
Boston Partners
444
Boston Partners
Massachusetts
– -$8.76M -38,332 Closed
TPSF
445
Texas Permanent School Fund
Texas
– -$8.88M -37,403 Closed
DB
446
Danske Bank
Denmark
– -$8.47M -35,670 Closed
CM
447
Castleark Management
Illinois
– -$5.87M -24,730 Closed
RC
448
Roubaix Capital
Colorado
– -$5.6M -23,576 Closed
SAG
449
SageView Advisory Group
California
– -$904K -15,603 Closed
CIC
450
Chase Investment Counsel
Virginia
– -$3.65M -15,351 Closed
16 17
18
19 20

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.