We are live on ! Find out more

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
SOMRS
151
State of Michigan Retirement System
Michigan
$2.03M -$2.94K -18 -0.2%
Tudor Investment Corp
152
Tudor Investment Corp
Connecticut
$2.01M -$1.77M -10,830 -49%
PI
153
PEAK6 Investments
Illinois
$1.96M +$1.38M +8,460 +336%
LCM
154
Logan Capital Management
Pennsylvania
$1.93M -$45.2K -277 -2%
CCS
155
Concentric Capital Strategies
Connecticut
$1.93M +$1.76M +10,800 New
BS
156
Bessemer Securities
New York
$1.92M
US Bancorp
157
US Bancorp
Minnesota
$1.88M +$192K +1,177 +13%
PFS
158
Prospera Financial Services
Texas
$1.88M +$1.72M +10,535 New
CWM
159
Cordatus Wealth Management
Pennsylvania
$1.82M +$1.67M +10,217 New
VRS
160
Virginia Retirement Systems
Virginia
$1.8M +$97.8K +600 +6%
BFC
161
Banc Funds Company
Illinois
$1.78M
KTA
162
Keeley-Teton Advisors
Illinois
$1.76M -$8.64K -53 -0.5%
Victory Capital Management
163
Victory Capital Management
Texas
$1.72M +$811K +4,976 +93%
LPL Financial
164
LPL Financial
California
$1.71M +$170K +1,045 +12%
BNP Paribas Financial Markets
165
BNP Paribas Financial Markets
France
$1.71M +$496K +3,042 +46%
TRCT
166
Tower Research Capital (TRC)
New York
$1.66M +$605K +3,708 +66%
Teacher Retirement System of Texas
167
Teacher Retirement System of Texas
Texas
$1.65M +$82.7K +507 +6%
NMERB
168
New Mexico Educational Retirement Board
New Mexico
$1.64M
AG
169
Algert Global
California
$1.61M +$1.47M +9,040 New
Sumitomo Mitsui Trust Group
170
Sumitomo Mitsui Trust Group
Japan
$1.58M -$37K -227 -2%
PG
171
Pendal Group
Australia
$1.53M -$211K -1,296 -13%
SC
172
Sepio Capital
Utah
$1.51M -$724K -4,437 -34%
LSA
173
L & S Advisors
California
$1.46M +$1.33M +8,167 New
HSBC Holdings
174
HSBC Holdings
United Kingdom
$1.44M +$871K +5,339 +197%
X
175
Xponance
Pennsylvania
$1.44M -$4.73K -29 -0.4%

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.