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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
SC
476
Savant Capital
Illinois
– -$246K -1,034 Closed
HL
477
HeadInvest LLC
Maine
– -$242K -1,020 Closed
BL
478
Balentine LLC
Georgia
– -$235K -988 Closed
IA
479
Inspire Advisors
Idaho
– -$232K -977 Closed
GSC
480
Ground Swell Capital
South Carolina
– -$230K -970 Closed
TPI
481
Trust Point Inc
Wisconsin
– -$230K -970 Closed
CS
482
Cannell & Spears
New York
– -$228K -958 Closed
QCM
483
QRG Capital Management
Illinois
– -$216K -911 Closed
WLG
484
Williamson Legacy Group
Indiana
– -$211K -889 Closed
NP
485
NorthRock Partners
Minnesota
– -$206K -867 Closed
FHA
486
Flagship Harbor Advisors
Massachusetts
– -$205K -864 Closed
DWM
487
Dogwood Wealth Management
Kansas
– -$176K -742 Closed
HFM
488
Harvest Fund Management
China
– -$164K -692 Closed
SOW
489
State of Wyoming
Wyoming
– -$106K -446 Closed
Asset Management One
490
Asset Management One
Japan
– -$63.9K -269 Closed
IGWM
491
ICA Group Wealth Management
Colorado
– -$58K -244 Closed
VSQM
492
V-Square Quantitative Management
Illinois
– -$27.8K -117 Closed
SIC
493
Salem Investment Counselors
North Carolina
– -$9.5K -40 Closed
NCTC
494
New Covenant Trust Company
Indiana
– -$8.31K -35 Closed
HI
495
Harbour Investments
Wisconsin
– -$2.14K -9 Closed
S
496
Sachetta
Massachusetts
– -$1.56K -8 Closed
SFA
497
Semmax Financial Advisors
North Carolina
– -$1.65K -8 Closed
TFM
498
TFC Financial Management
Massachusetts
– -$238 -1 Closed
SSG
499
Summit Securities Group
New York
– +$204 +1 New
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.