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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
Voloridge Investment Management
101
Voloridge Investment Management
Florida
$6.66M -$17.1M -104,646 -74%
SGCIA
102
Smith Graham & Co Investment Advisors
Texas
$6.55M -$40.3K -247 -0.7%
ORI
103
Oak Ridge Investments
Illinois
$5.86M -$2.31M -14,169 -30%
AB
104
Amalgamated Bank
New York
$5.83M -$63.4K -389 -1%
AF
105
Amalgamated Financial
New York
$5.83M +$5.33M +32,674 New
ACL
106
Azora Capital LP
Florida
$5.79M +$5.29M +32,457 New
SG Americas Securities
107
SG Americas Securities
New York
$5.68M +$1.14M +6,990 +28%
TPSF
108
Texas Permanent School Fund
Texas
$5.67M -$111K -680 -2%
SDIC
109
South Dakota Investment Council
South Dakota
$5.64M -$815K -5,000 -14%
MIM
110
MetLife Investment Management
New Jersey
$5.41M +$1.4M +8,603 +40%
Jane Street
111
Jane Street
New York
$4.95M +$2.23M +13,661 +97%
LRIC
112
Long Road Investment Counsel
Michigan
$4.86M +$347K +2,129 +8%
Jacobs Levy Equity Management
113
Jacobs Levy Equity Management
New Jersey
$4.74M +$4.34M +26,584 New
CCM
114
Crestwood Capital Management
New York
$4.69M -$5.64M -34,579 -57%
State of New Jersey Common Pension Fund D
115
State of New Jersey Common Pension Fund D
New Jersey
$4.65M -$174K -1,064 -4%
BST
116
Bath Savings Trust
Maine
$4.62M +$178K +1,091 +4%
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.58M -$177K -1,087 -4%
UBS Group
118
UBS Group
Switzerland
$4.51M -$305K -1,871 -7%
Canada Life
119
Canada Life
Manitoba, Canada
$4.47M +$297K +1,824 +8%
National Bank of Canada
120
National Bank of Canada
Quebec, Canada
$4.46M -$3.1M -19,000 -43%
Deutsche Bank
121
Deutsche Bank
Germany
$4.28M +$6.69K +41 +0.2%
YCM
122
Yousif Capital Management
Michigan
$4.28M +$50.6K +310 +1%
Nisa Investment Advisors
123
Nisa Investment Advisors
Missouri
$4.12M
HF
124
HRT Financial
New York
$3.92M +$3.59M +21,989 New
SEI Investments
125
SEI Investments
Pennsylvania
$3.79M +$960K +5,884 +38%

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.