WEX
WEX
230 hedge funds and large institutions have $4.57B invested in WEX in 2015 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 21 closing their positions.
33% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 21
6% more capital invested
Capital invested by funds: $4.32B → $4.57B (+$246M)
1% more funds holding
Funds holding: 227 → 230 (+3)
1% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 84
0.1% less ownership
Funds ownership: 103.92% → 103.82% (-0.1%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
93% less call options, than puts
Call options by funds: $34K | Put options by funds: $519K
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$52.2M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$50.5M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$33.1M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$15.7M |
| 5 |
Goldman Sachs
New York
|
+$11.7M |
Top Sellers
WEX Hedge Fund Activity: Q2 2015 in Review
230 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q2 2015, worth a combined $4.57B — up 5.7% from $4.32B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new WEX positions and 21 closed out — a net gain of 7 holders — while 85 added to existing stakes and 84 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $52.2M. The largest seller was BlackRock Fund Advisors, cutting an estimated $70.9M.
- 230 institutional investors held WEX (WEX) as of Q2 2015, up from 227 in Q1 2015.
- Funds reported $4.57B of WEX stock for Q2 2015, up 5.7% quarter-over-quarter.
- 28 funds opened new WEX positions in Q2 2015 and 21 closed out, a net change of +7 holders.
- The largest WEX buyer in Q2 2015 was JP Morgan Chase, an estimated $52.2M added.
- The largest WEX seller in Q2 2015 was BlackRock Fund Advisors, an estimated $70.9M sold.
Based on aggregated 13F filings for Q2 2015.