WEX
350 hedge funds and large institutions have $8.76B invested in WEX in 2021 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 121 increasing their positions, 114 reducing their positions, and 53 closing their positions.
37% more call options, than puts
Call options by funds: $67M | Put options by funds: $48.9M
6% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 114
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.27% less ownership
Funds ownership: 102.49% → 101.22% (-1.3%)
3% less funds holding
Funds holding: 360 → 350 (-10)
7% less capital invested
Capital invested by funds: $9.46B → $8.76B (-$701M)
15% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 53
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$163M |
| 2 |
Neuberger Berman Group
New York
|
+$77.5M |
| 3 |
Primecap Management
Pasadena,
California
|
+$47.9M |
| 4 |
IC
Impactive Capital
New York City,
New York
|
+$44.2M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$42.1M |
Top Sellers
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$316M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$156M |
| 3 |
TCG
Tremblant Capital Group
West Palm Beach,
Florida
|
-$64.3M |
| 4 |
JCM
Junto Capital Management
New York
|
-$56.4M |
| 5 |
Select Equity Group
New York
|
-$43.7M |
WEX Hedge Fund Activity: Q2 2021 in Review
350 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q2 2021, worth a combined $8.76B — down 7.4% from $9.46B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of WEX and 45 opened new positions — a net loss of 8 holders — while 114 trimmed existing stakes and 121 added.
The largest buyer was JP Morgan Chase, adding an estimated $163M. The largest seller was T. Rowe Price Associates, cutting an estimated $316M.
- 350 institutional investors held WEX (WEX) as of Q2 2021, down from 360 in Q1 2021.
- Funds reported $8.76B of WEX stock for Q2 2021, down 7.4% quarter-over-quarter.
- 45 funds opened new WEX positions in Q2 2021 and 53 closed out, a net change of -8 holders.
- The largest WEX buyer in Q2 2021 was JP Morgan Chase, an estimated $163M added.
- The largest WEX seller in Q2 2021 was T. Rowe Price Associates, an estimated $316M sold.
Based on aggregated 13F filings for Q2 2021.