WEX
228 hedge funds and large institutions have $4.79B invested in WEX in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 111 increasing their positions, 58 reducing their positions, and 38 closing their positions.
91% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 58
2.38% more ownership
Funds ownership: 104.71% → 107.09% (+2.4%)
3% more capital invested
Capital invested by funds: $4.63B → $4.79B (+$161M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5% less funds holding
Funds holding: 240 → 228 (-12)
26% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 38
50% less call options, than puts
Call options by funds: $4M | Put options by funds: $8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$308M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$99.9M |
| 3 |
JP Morgan Chase
New York
|
+$72.2M |
| 4 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$48.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$36.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
Warburg Pincus
New York
|
-$132M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$49.9M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$40.3M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$21.3M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$20.2M |
WEX Hedge Fund Activity: Q2 2017 in Review
228 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q2 2017, worth a combined $4.79B — up 3.5% from $4.63B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of WEX and 28 opened new positions — a net loss of 10 holders — while 58 trimmed existing stakes and 111 added.
The largest buyer was Janus Henderson Group, adding an estimated $308M. The largest seller was Warburg Pincus, cutting an estimated $132M.
- 228 institutional investors held WEX (WEX) as of Q2 2017, down from 240 in Q1 2017.
- Funds reported $4.79B of WEX stock for Q2 2017, up 3.5% quarter-over-quarter.
- 28 funds opened new WEX positions in Q2 2017 and 38 closed out, a net change of -10 holders.
- The largest WEX buyer in Q2 2017 was Janus Henderson Group, an estimated $308M added.
- The largest WEX seller in Q2 2017 was Warburg Pincus, an estimated $132M sold.
Based on aggregated 13F filings for Q2 2017.