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WEX
WEX

344 hedge funds and large institutions have $5.99B invested in WEX in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 111 increasing their positions, 122 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 60

2% more funds holding

Funds holding: 338 → 344 (+6)

1.5% more ownership

Funds ownership: 97.83% → 99.32% (+1.5%)

6% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $12.1M

9% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 122

29% less capital invested

Capital invested by funds: $8.46B → $5.99B (-$2.48B)

44% less funds holding in top 10

Funds holding in top 10: 9 → 5 (-4)

Holders
344
Holders Change
+6
Holders Change %
+1.78%
% of All Funds
7.66%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
66
Increased
111
Reduced
122
Closed
60
Calls
$12.8M
Puts
$12.1M
Net Calls
+$718K
Net Calls Change
-$13.8M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$60.5M
2
Renaissance Technologies
Renaissance Technologies
New York
+$55.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$47.3M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$41.3M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$39M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$99.2M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$35.2M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$33.1M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$29.9M
5
LC
Lunia Capital
Texas
-$24.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
151
Maytus Capital Management
New York
$1.68M +$1.98M +12,000 New
Macquarie Group
152
Macquarie Group
Australia
$1.6M -$1.7M -10,318 -47%
LSERS
153
Louisiana State Employees Retirement System
Louisiana
$1.6M -$65.8K -400 -3%
SI
154
Stephens Inc
Arkansas
$1.56M +$199K +1,206 +12%
Tudor Investment Corp
155
Tudor Investment Corp
Connecticut
$1.55M +$1.82M +11,047 New
NAP
156
New Amsterdam Partners
New York
$1.54M +$1.81M +11,021 New
ERSOT
157
Employees Retirement System of Texas
Texas
$1.54M – – –
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
$1.53M +$105K +637 +6%
MIFH
159
Migdal Insurance & Financial Holdings
Israel
$1.53M -$813K -4,942 -31%
TAM
160
Tyers Asset Management
Texas
$1.52M -$43.5K -264 -2%
RJA
161
Raymond James & Associates
Florida
$1.52M -$145K -881 -8%
CCM
162
Crestwood Capital Management
New York
$1.51M -$5.33M -32,403 -75%
BST
163
Bath Savings Trust
Maine
$1.47M +$931K +5,655 +118%
PVH
164
Psagot Value Holdings
Israel
$1.46M +$1.04M +6,335 +155%
MERSOM
165
Municipal Employees' Retirement System of Michigan
Michigan
$1.45M +$1.71M +10,360 New
SCM
166
Stevens Capital Management
Pennsylvania
$1.41M +$1.66M +10,058 New
AB
167
Amalgamated Bank
New York
$1.35M +$592K +3,599 +59%
N
168
Natixis
France
$1.34M -$4.36M -26,487 -73%
XK
169
Xact Kapitalforvaltning
Sweden
$1.29M +$444K +2,700 +41%
HC
170
Henshaw Capital
Massachusetts
$1.27M -$237K -1,437 -14%
RCM
171
Riverhead Capital Management
Delaware
$1.24M -$38.4K -233 -3%
PI
172
PEAK6 Investments
Illinois
$1.23M +$1.44M +8,743 New
NMERB
173
New Mexico Educational Retirement Board
New Mexico
$1.22M -$230K -1,400 -14%
Public Sector Pension Investment Board (PSP Investments)
174
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.19M +$1.4M +8,500 New
LPL Financial
175
LPL Financial
California
$1.16M +$446K +2,711 +49%
5 6
7
8 9

WEX Hedge Fund Activity: Q4 2018 in Review

344 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q4 2018, worth a combined $5.99B — down 29% from $8.46B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new WEX positions and 60 closed out — a net gain of 6 holders — while 111 added to existing stakes and 122 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $60.5M. The largest seller was JP Morgan Chase, cutting an estimated $99.2M.

  • 344 institutional investors held WEX (WEX) as of Q4 2018, up from 338 in Q3 2018.
  • Funds reported $5.99B of WEX stock for Q4 2018, down 29% quarter-over-quarter.
  • 66 funds opened new WEX positions in Q4 2018 and 60 closed out, a net change of +6 holders.
  • The largest WEX buyer in Q4 2018 was Goldman Sachs, an estimated $60.5M added.
  • The largest WEX seller in Q4 2018 was JP Morgan Chase, an estimated $99.2M sold.

Based on aggregated 13F filings for Q4 2018.