WEX
364 hedge funds and large institutions have $7.05B invested in WEX in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 118 increasing their positions, 130 reducing their positions, and 39 closing their positions.
170% more call options, than puts
Call options by funds: $124M | Put options by funds: $45.9M
46% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 39
16% more capital invested
Capital invested by funds: $6.09B → $7.05B (+$961M)
3% more funds holding
Funds holding: 353 → 364 (+11)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
9% less repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 130
9.03% less ownership
Funds ownership: 108.6% → 99.57% (-9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$248M |
| 2 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$56.1M |
| 3 |
TCM
TimesSquare Capital Management
New York
|
+$38.1M |
| 4 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$23.6M |
| 5 |
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
+$23.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$592M |
| 2 |
Millennium Management
New York
|
-$57.8M |
| 3 |
ACM
Anomaly Capital Management
New York
|
-$51.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$38.6M |
| 5 |
Primecap Management
Pasadena,
California
|
-$38.2M |
WEX Hedge Fund Activity: Q4 2022 in Review
364 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q4 2022, worth a combined $7.05B — up 16% from $6.09B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new WEX positions and 39 closed out — a net gain of 18 holders — while 118 added to existing stakes and 130 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $248M. The largest seller was Janus Henderson Group, cutting an estimated $592M.
- 364 institutional investors held WEX (WEX) as of Q4 2022, up from 353 in Q3 2022.
- Funds reported $7.05B of WEX stock for Q4 2022, up 16% quarter-over-quarter.
- 57 funds opened new WEX positions in Q4 2022 and 39 closed out, a net change of +18 holders.
- The largest WEX buyer in Q4 2022 was Morgan Stanley, an estimated $248M added.
- The largest WEX seller in Q4 2022 was Janus Henderson Group, an estimated $592M sold.
Based on aggregated 13F filings for Q4 2022.