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366 hedge funds and large institutions have $7.89B invested in WEX in 2022 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 124 increasing their positions, 115 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $141M | Put options by funds: $52.5M

60% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 42

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

28% more capital invested

Capital invested by funds: $6.16B → $7.89B (+$1.73B)

7% more funds holding

Funds holding: 343366 (+23)

8% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 115

0.64% more ownership

Funds ownership: 98.17%98.81% (+0.64%)

Holders
366
Holders Change
+23
Holders Change %
+6.71%
% of All Funds
5.77%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
67
Increased
124
Reduced
115
Closed
42
Calls
$141M
Puts
$52.5M
Net Calls
+$88.5M
Net Calls Change
+$100M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
26
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$64.5M +$4.26M +26,130 +8%
N
27
Nuveen
North Carolina
$62.9M +$1.62M +9,933 +3%
Jennison Associates
28
Jennison Associates
New York
$55.1M +$3.8M +23,322 +8%
Charles Schwab
29
Charles Schwab
California
$54.4M +$2.13M +13,066 +4%
ACM
30
Anomaly Capital Management
New York
$54.2M +$49.5M +303,521 New
Goldman Sachs
31
Goldman Sachs
New York
$53.4M -$27M -165,859 -36%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$48.6M -$370K -2,270 -0.8%
BAMCO Inc
33
BAMCO Inc
New York
$44.6M -$12.2M -75,000 -23%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$42.1M +$4.58M +28,076 +14%
PFM
35
Premier Fund Managers
United Kingdom
$40M
Morgan Stanley
36
Morgan Stanley
New York
$35.6M +$175K +1,071 +0.5%
Holocene Advisors
37
Holocene Advisors
New York
$33.9M +$24.5M +150,186 +379%
AIM
38
Artemis Investment Management
United Kingdom
$33.8M +$2.32M +14,240 +8%
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
$33.4M +$18.9M +115,800 +162%
IGM
40
Incline Global Management
New York
$32.2M +$20.1M +123,473 +216%
Two Sigma Investments
41
Two Sigma Investments
New York
$32M +$28.8M +176,526 +6,293%
William Blair & Company
42
William Blair & Company
Illinois
$31.8M +$4.23M +25,939 +17%
DZ Bank
43
DZ Bank
Germany
$30.9M -$7.11M -43,579 -20%
MRCP
44
Maple Rock Capital Partners
Ontario, Canada
$30.4M +$27.8M +170,200 New
Loomis, Sayles & Company
45
Loomis, Sayles & Company
Massachusetts
$29.5M -$5.11M -31,318 -16%
PPA
46
Parametric Portfolio Associates
Washington
$28.5M +$1.44M +8,802 +6%
Principal Financial Group
47
Principal Financial Group
Iowa
$27.2M -$178K -1,092 -0.7%
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$26.6M +$4.2M +25,752 +21%
WJWM
49
Williams Jones Wealth Management
New York
$25.9M -$6.75M -41,379 -22%
Wells Fargo
50
Wells Fargo
California
$24.8M +$3.82M +23,441 +20%

WEX Hedge Fund Activity: Q1 2022 in Review

366 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q1 2022, worth a combined $7.89B — up 28% from $6.16B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new WEX positions and 42 closed out — a net gain of 25 holders — while 124 added to existing stakes and 115 trimmed.

The largest buyer was Impactive Capital, adding an estimated $140M. The largest seller was JP Morgan Chase, cutting an estimated $137M.

  • 366 institutional investors held WEX (WEX) as of Q1 2022, up from 343 in Q4 2021.
  • Funds reported $7.89B of WEX stock for Q1 2022, up 28% quarter-over-quarter.
  • 67 funds opened new WEX positions in Q1 2022 and 42 closed out, a net change of +25 holders.
  • The largest WEX buyer in Q1 2022 was Impactive Capital, an estimated $140M added.
  • The largest WEX seller in Q1 2022 was JP Morgan Chase, an estimated $137M sold.

Based on aggregated 13F filings for Q1 2022.