WEX
WEX
230 hedge funds and large institutions have $4.84B invested in WEX in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 87 reducing their positions, and 19 closing their positions.
2,077% more call options, than puts
Call options by funds: $29.5M | Put options by funds: $1.35M
58% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 19
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
36% more capital invested
Capital invested by funds: $3.55B → $4.84B (+$1.28B)
4% more funds holding
Funds holding: 221 → 230 (+9)
1.59% more ownership
Funds ownership: 103.6% → 105.19% (+1.6%)
2% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 87
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
Warburg Pincus
New York
|
+$393M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$57.1M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$26.2M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$25.6M |
| 5 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$23.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PGH
Partners Group Holding
Baar-Zug,
Switzerland
|
-$17.3M |
| 2 |
Neuberger Berman Group
New York
|
-$16.8M |
| 3 |
BAMCO Inc
New York
|
-$14.7M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$9.79M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$7.96M |
WEX Hedge Fund Activity: Q3 2016 in Review
230 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q3 2016, worth a combined $4.84B — up 36% from $3.55B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new WEX positions and 19 closed out — a net gain of 11 holders — while 85 added to existing stakes and 87 trimmed.
The largest buyer was Warburg Pincus, opening a new position worth an estimated $393M. The largest seller was Partners Group Holding, exiting entirely with an estimated $17.3M sold.
- 230 institutional investors held WEX (WEX) as of Q3 2016, up from 221 in Q2 2016.
- Funds reported $4.84B of WEX stock for Q3 2016, up 36% quarter-over-quarter.
- 30 funds opened new WEX positions in Q3 2016 and 19 closed out, a net change of +11 holders.
- The largest WEX buyer in Q3 2016 was Warburg Pincus, an estimated $393M added.
- The largest WEX seller in Q3 2016 was Partners Group Holding, an estimated $17.3M sold.
Based on aggregated 13F filings for Q3 2016.