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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
BAMF
451
BI Asset Management Fondsmaeglerselskab
Denmark
– -$3.41M -14,352 Closed
SI
452
Sora Investors
Pennsylvania
– -$2.39M -10,059 Closed
Two Sigma Advisers
453
Two Sigma Advisers
New York
– -$1.59M -6,700 Closed
FC
454
FORA Capital
Florida
– -$1.59M -6,688 Closed
RIM
455
Redwood Investment Management
Arizona
– -$1.51M -6,351 Closed
ET
456
Entropy Technologies
New York
– -$1.32M -5,543 Closed
HF
457
HRT Financial
New York
– -$1.05M -4,427 Closed
EP
458
Edgestream Partners
New Jersey
– -$1.03M -4,352 Closed
PF
459
Phoenix Financial
Israel
– -$990K -4,180 Closed
Renaissance Technologies
460
Renaissance Technologies
New York
– -$950K -4,000 Closed
DTL
461
Dynamic Technology Lab
Singapore
– -$701K -2,950 Closed
SWS
462
SYSTM Wealth Solutions
Illinois
– -$619K -2,607 Closed
Walleye Trading
463
Walleye Trading
New York
– -$450K -1,895 Closed
BS
464
Banco Santander
Spain
– -$428K -1,803 Closed
Los Angeles Capital Management
465
Los Angeles Capital Management
California
– -$412K -1,733 Closed
Vontobel Holding
466
Vontobel Holding
Switzerland
– -$322K -1,357 Closed
SQA
467
Simon Quick Advisors
New Jersey
– -$322K -1,354 Closed
AWS
468
Atria Wealth Solutions
New York
– -$314K -1,322 Closed
Stifel Financial
469
Stifel Financial
Missouri
– -$299K -1,258 Closed
UCFA
470
United Capital Financial Advisors
Texas
– -$280K -1,180 Closed
TSS
471
Two Sigma Securities
New York
– -$271K -1,142 Closed
SRL
472
Scientech Research LLC
New Jersey
– -$266K -1,121 Closed
MYAM
473
Meiji Yasuda Asset Management
Japan
– -$260K -1,095 Closed
SAM
474
Seelaus Asset Management
New Jersey
– -$259K -1,091 Closed
MC
475
Moors & Cabot
Massachusetts
– -$249K -1,050 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.