We are live on ! Find out more

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
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$23.7M +$770K +4,721 +4%
VOYA Investment Management
52
VOYA Investment Management
Georgia
$23M +$18.3M +112,048 +663%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$22.6M +$3.07M +18,814 +17%
NSCM
54
New South Capital Management
Tennessee
$22.6M -$688K -4,220 -3%
Axa
55
Axa
France
$20.5M +$4.77M +29,237 +34%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$20M -$332K -2,038 -2%
Marshall Wace
57
Marshall Wace
United Kingdom
$19.8M -$6.65M -40,767 -27%
Swiss National Bank
58
Swiss National Bank
Switzerland
$18.9M +$1.19M +7,300 +7%
Two Sigma Advisers
59
Two Sigma Advisers
New York
$17.1M +$15.6M +95,700 New
WCM Investment Management
60
WCM Investment Management
California
$17M +$1.85M +11,357 +13%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$17M +$60.8K +373 +0.4%
BCP
62
Bayberry Capital Partners
New York
$17M +$15.5M +95,000 New
AllianceBernstein
63
AllianceBernstein
Tennessee
$16.6M +$3.91M +23,985 +35%
HRCM
64
Hood River Capital Management
Florida
$16M +$14.6M +89,688 New
HCC
65
Hill City Capital
Massachusetts
$14.6M
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$14.4M -$2.21M -13,582 -14%
EMG
67
ETF Managers Group
New Jersey
$14M -$3.7M -22,675 -22%
AQR Capital Management
68
AQR Capital Management
Connecticut
$13.9M +$12.9M +78,822 New
AIG
69
American International Group
New York
$13.6M +$22.7K +139 +0.2%
UBS AM
70
UBS AM
Illinois
$13.2M +$482K +2,958 +4%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$13.1M -$41.7K -256 -0.3%
TRSOTSOK
72
Teachers Retirement System of the State of Kentucky
Kentucky
$12.6M -$65.2K -400 -0.6%
TM
73
THRC Management
Texas
$12.5M -$4.89M -30,000 -30%
CI
74
Cambiar Investors
Colorado
$12M -$355K -2,179 -3%
Legal & General Group
75
Legal & General Group
United Kingdom
$11.8M +$157K +960 +1%

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.