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WEX
WEX

407 hedge funds and large institutions have $7.69B invested in WEX in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 120 increasing their positions, 160 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,478% more call options, than puts

Call options by funds: $54.7M | Put options by funds: $1.53M

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

13% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 46

1% more funds holding

Funds holding: 403 → 407 (+4)

0.76% less ownership

Funds ownership: 99.32% → 98.56% (-0.76%)

2% less capital invested

Capital invested by funds: $7.88B → $7.69B (-$187M)

25% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 160

Holders
407
Holders Change
+4
Holders Change %
+0.99%
% of All Funds
6.39%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
52
Increased
120
Reduced
160
Closed
46
Calls
$54.7M
Puts
$1.53M
Net Calls
+$53.2M
Net Calls Change
+$1.25M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$47.5M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$39.6M
3
Goldman Sachs
Goldman Sachs
New York
+$24.9M
4
RRAM
River Road Asset Management
Kentucky
+$23.7M
5
PAM
Panagora Asset Management
Massachusetts
+$20M

Top Sellers

1
Primecap Management
Primecap Management
California
-$43.8M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$43.5M
3
Morgan Stanley
Morgan Stanley
New York
-$35.3M
4
BlackRock
BlackRock
New York
-$29.2M
5
MRCP
Maple Rock Capital Partners
Ontario, Canada
-$29M
Name Holding Trade Value Shares
Change 		Change in
Stake
CGH
126
Crossmark Global Holdings
Texas
$3.84M +$304K +1,717 +9%
SPPAM
127
Summit Partners Public Asset Management
Massachusetts
$3.82M – – –
COPPSERS
128
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.77M +$190K +1,075 +5%
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$3.74M -$79.2K -447 -2%
CP
130
CenterBook Partners
Connecticut
$3.66M +$597K +3,373 +20%
MS
131
Maven Securities
Jersey
$3.64M +$3.54M +20,000 New
Natixis Advisors
132
Natixis Advisors
Massachusetts
$3.63M -$163K -921 -4%
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.57M -$407K -2,299 -10%
CEI
134
Clark Estates Inc
New York
$3.51M – – –
BBL
135
Beck Bode LLC
Massachusetts
$3.4M -$71.7K -405 -2%
LOAME
136
Lombard Odier Asset Management (Europe)
United Kingdom
$3.28M -$1.95M -11,000 -38%
AIP
137
Ameritas Investment Partners
Nebraska
$3.22M -$70.7K -399 -2%
MC
138
Martin & Co
Tennessee
$3.12M -$85.2K -481 -3%
Ensign Peak Advisors
139
Ensign Peak Advisors
Utah
$3.1M +$670K +3,785 +29%
FG
140
Formula Growth
Quebec, Canada
$3.04M – – –
Two Sigma Advisers
141
Two Sigma Advisers
New York
$3.02M -$549K -3,100 -16%
SI
142
Stephens Inc
Arkansas
$3.02M -$148K -833 -5%
PI
143
Putnam Investments
Massachusetts
$2.95M +$2.87M +16,217 New
Envestnet Asset Management
144
Envestnet Asset Management
Illinois
$2.87M -$1.83M -10,320 -40%
Citigroup
145
Citigroup
New York
$2.75M -$267K -1,508 -9%
QCM
146
Quantinno Capital Management
New York
$2.65M -$15.8K -89 -0.6%
Fisher Asset Management
147
Fisher Asset Management
Washington
$2.64M -$17.7K -100 -0.7%
MF
148
Magnetar Financial
Illinois
$2.63M +$2.56M +14,427 New
GIA
149
GHP Investment Advisors
Colorado
$2.61M -$7.79K -44 -0.3%
GAM
150
Gotham Asset Management
New York
$2.58M -$613K -3,459 -20%
4 5
6
7 8

WEX Hedge Fund Activity: Q2 2023 in Review

407 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q2 2023, worth a combined $7.69B — down 2.4% from $7.88B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new WEX positions and 46 closed out — a net gain of 6 holders — while 120 added to existing stakes and 160 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $47.5M. The largest seller was Primecap Management, cutting an estimated $43.8M.

  • 407 institutional investors held WEX (WEX) as of Q2 2023, up from 403 in Q1 2023.
  • Funds reported $7.69B of WEX stock for Q2 2023, down 2.4% quarter-over-quarter.
  • 52 funds opened new WEX positions in Q2 2023 and 46 closed out, a net change of +6 holders.
  • The largest WEX buyer in Q2 2023 was Fidelity Investments, an estimated $47.5M added.
  • The largest WEX seller in Q2 2023 was Primecap Management, an estimated $43.8M sold.

Based on aggregated 13F filings for Q2 2023.