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WEX
WEX

440 hedge funds and large institutions have $7.28B invested in WEX in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 135 increasing their positions, 153 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,190% more call options, than puts

Call options by funds: $92.1M | Put options by funds: $2.8M

41% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 59

4% more funds holding

Funds holding: 422 → 440 (+18)

2.23% less ownership

Funds ownership: 100.2% → 97.97% (-2.2%)

12% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 153

27% less capital invested

Capital invested by funds: $9.92B → $7.28B (-$2.64B)

38% less funds holding in top 10

Funds holding in top 10: 8 → 5 (-3)

Holders
440
Holders Change
+18
Holders Change %
+4.27%
% of All Funds
6.35%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
83
Increased
135
Reduced
153
Closed
59
Calls
$92.1M
Puts
$2.8M
Net Calls
+$89.3M
Net Calls Change
+$10.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$67M
2
Morgan Stanley
Morgan Stanley
New York
+$49.7M
3
JP Morgan Chase
JP Morgan Chase
New York
+$40.6M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$25.8M
5
DCP
Distillate Capital Partners
Illinois
+$16.1M

Top Sellers

1
SIMG
Stephens Investment Management Group
Texas
-$72.6M
2
Deutsche Bank
Deutsche Bank
Germany
-$40.9M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$40M
4
KCM
Kodai Capital Management
Illinois
-$34.8M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$30.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$3.25M -$224K -1,100 -6%
Allspring Global Investments
127
Allspring Global Investments
North Carolina
$3.23M -$6.77M -33,190 -65%
Treasurer of the State of North Carolina
128
Treasurer of the State of North Carolina
North Carolina
$3.22M -$190K -930 -5%
BMSSC
129
B. Metzler seel. Sohn & Co
Germany
$3.15M +$914K +4,481 +34%
YCM
130
Yousif Capital Management
Michigan
$3.11M -$388K -1,901 -10%
YCM
131
Yaupon Capital Management
New York
$3.06M +$3.52M +17,257 New
Natixis Advisors
132
Natixis Advisors
Massachusetts
$3.03M -$547K -2,683 -14%
MC
133
Martin & Co
Tennessee
$3.01M +$2.45K +12 +0.1%
BC
134
Burney Company
Virginia
$2.98M +$77.9K +382 +2%
ORI
135
Oak Ridge Investments
Illinois
$2.95M -$379K -1,860 -10%
Ohio Public Employees Retirement System (OPERS)
136
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.87M -$88.1K -432 -3%
CCMG
137
Clark Capital Management Group
Pennsylvania
$2.84M +$159K +780 +5%
AIP
138
Ameritas Investment Partners
Nebraska
$2.82M -$107K -524 -3%
Barclays
139
Barclays
United Kingdom
$2.76M -$6.19M -30,371 -66%
State of New Jersey Common Pension Fund D
140
State of New Jersey Common Pension Fund D
New Jersey
$2.73M -$1.66M -8,163 -35%
CSS
141
Cubist Systematic Strategies
Connecticut
$2.7M +$3.11M +15,243 New
Macquarie Group
142
Macquarie Group
Australia
$2.7M +$21.4K +105 +0.7%
ACM
143
Aquatic Capital Management
Illinois
$2.69M +$3.1M +15,200 New
MS
144
Maven Securities
Jersey
$2.66M +$3.06M +15,000 New
CEI
145
Clark Estates Inc
New York
$2.63M -$112K -550 -4%
Cetera Investment Advisers
146
Cetera Investment Advisers
Illinois
$2.46M +$119K +585 +4%
Citigroup
147
Citigroup
New York
$2.36M +$142K +695 +6%
WC
148
Weil Company
California
$2.33M +$449K +2,199 +20%
PCM
149
Portolan Capital Management
Massachusetts
$2.28M +$2.62M +12,863 New
HC
150
Henshaw Capital
Massachusetts
$2.19M – – –
4 5
6
7 8

WEX Hedge Fund Activity: Q2 2024 in Review

440 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q2 2024, worth a combined $7.28B — down 27% from $9.92B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new WEX positions and 59 closed out — a net gain of 24 holders — while 135 added to existing stakes and 153 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $67M. The largest seller was Stephens Investment Management Group, exiting entirely with an estimated $72.6M sold.

  • 440 institutional investors held WEX (WEX) as of Q2 2024, up from 422 in Q1 2024.
  • Funds reported $7.28B of WEX stock for Q2 2024, down 27% quarter-over-quarter.
  • 83 funds opened new WEX positions in Q2 2024 and 59 closed out, a net change of +24 holders.
  • The largest WEX buyer in Q2 2024 was Fidelity Investments, an estimated $67M added.
  • The largest WEX seller in Q2 2024 was Stephens Investment Management Group, an estimated $72.6M sold.

Based on aggregated 13F filings for Q2 2024.