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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
RC
126
Roubaix Capital
Colorado
$3.67M +$3.35M +20,540 New
Comerica Bank
127
Comerica Bank
Texas
$3.64M +$40.1K +246 +1%
HPC
128
HM Payson & Co
Maine
$3.57M -$228K -1,400 -7%
Natixis Advisors
129
Natixis Advisors
Massachusetts
$3.48M +$119K +730 +4%
AIP
130
Ameritas Investment Partners
Nebraska
$3.08M +$882K +5,406 +46%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
131
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.07M +$1.04M +6,400 +59%
FG
132
Formula Growth
Quebec, Canada
$2.98M
Treasurer of the State of North Carolina
133
Treasurer of the State of North Carolina
North Carolina
$2.94M +$42.4K +260 +2%
COPPSERS
134
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.93M -$919K -5,634 -26%
ECM
135
ExodusPoint Capital Management
New York
$2.91M -$639K -3,918 -19%
Ensign Peak Advisors
136
Ensign Peak Advisors
Utah
$2.89M
ST
137
Spinnaker Trust
Maine
$2.88M
MC
138
Martin & Co
Tennessee
$2.86M +$34.6K +212 +1%
Acadian Asset Management
139
Acadian Asset Management
Massachusetts
$2.73M +$2.49M +15,285 New
Barclays
140
Barclays
United Kingdom
$2.69M +$954K +5,850 +63%
MCM
141
Maytus Capital Management
New York
$2.68M +$2.45M +15,000 New
Citigroup
142
Citigroup
New York
$2.67M -$370K -2,266 -13%
OPERF
143
Oregon Public Employees Retirement Fund
Oregon
$2.58M -$15.3K -94 -0.6%
GIA
144
GHP Investment Advisors
Colorado
$2.5M +$2.28M +13,990 New
DTL
145
Dynamic Technology Lab
Singapore
$2.41M +$2.21M +13,530 New
BMSSC
146
B. Metzler seel. Sohn & Co
Germany
$2.22M +$2.03M +12,461 New
HC
147
Henshaw Capital
Massachusetts
$2.21M -$610K -3,740 -23%
SSA
148
Schonfeld Strategic Advisors
New York
$2.18M -$4.37M -26,777 -69%
ASRS
149
Arizona State Retirement System
Arizona
$2.16M +$9.46K +58 +0.5%
LSERS
150
Louisiana State Employees Retirement System
Louisiana
$2.04M +$32.6K +200 +2%

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.