We are live on ! Find out more

411 hedge funds and large institutions have $7.88B invested in WEX in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 111 increasing their positions, 177 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

957% more call options, than puts

Call options by funds: $84.1M | Put options by funds: $7.96M

16% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 44

3% more capital invested

Capital invested by funds: $7.69B → $7.88B (+$193M)

1% more funds holding

Funds holding: 407411 (+4)

0.88% less ownership

Funds ownership: 98.56%97.69% (-0.88%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

37% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 177

Holders
411
Holders Change
+4
Holders Change %
+0.98%
% of All Funds
6.52%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
51
Increased
111
Reduced
177
Closed
44
Calls
$84.1M
Puts
$7.96M
Net Calls
+$76.1M
Net Calls Change
+$23M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
151
Gotham Asset Management
New York
$2.45M -$215K -1,115 -8%
Squarepoint
152
Squarepoint
New York
$2.38M -$4.97M -25,764 -67%
HC
153
Henshaw Capital
Massachusetts
$2.33M
LSERS
154
Louisiana State Employees Retirement System
Louisiana
$2.29M -$57.9K -300 -2%
ASRS
155
Arizona State Retirement System
Arizona
$2.29M +$16K +83 +0.7%
OPERF
156
Oregon Public Employees Retirement Fund
Oregon
$2.27M -$63.5K -329 -3%
VOYA Investment Management
157
VOYA Investment Management
Georgia
$2.24M -$59.5K -308 -3%
BMSSC
158
B. Metzler seel. Sohn & Co
Germany
$2.22M -$1.99M -10,283 -47%
VCA
159
Verdence Capital Advisors
Maryland
$2.21M +$59.1K +306 +3%
American Century Companies
160
American Century Companies
Missouri
$1.98M +$145K +751 +8%
D.E. Shaw & Co
161
D.E. Shaw & Co
New York
$1.97M +$824K +4,266 +69%
SOMRS
162
State of Michigan Retirement System
Michigan
$1.93M -$57.9K -300 -3%
Two Sigma Advisers
163
Two Sigma Advisers
New York
$1.92M -$1.24M -6,400 -39%
LCM
164
Logan Capital Management
Pennsylvania
$1.91M
PI
165
PineBridge Investments
New York
$1.91M -$137K -712 -7%
Prudential Financial
166
Prudential Financial
New Jersey
$1.88M +$245K +1,268 +15%
BFC
167
Banc Funds Company
Illinois
$1.87M
Corient Private Wealth
168
Corient Private Wealth
Florida
$1.83M -$2.32K -12 -0.1%
ZB
169
Zions Bancorporation
Utah
$1.83M +$318K +1,647 +20%
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$1.8M +$75.7K +392 +5%
NMIMC
171
Northwestern Mutual Investment Management Company
Wisconsin
$1.79M +$965 +5 +0.1%
Man Group
172
Man Group
United Kingdom
$1.76M -$2.03M -10,512 Closed
Two Sigma Investments
173
Two Sigma Investments
New York
$1.69M
NMERB
174
New Mexico Educational Retirement Board
New Mexico
$1.67M
VRS
175
Virginia Retirement Systems
Virginia
$1.66M +$212K +1,100 +14%

WEX Hedge Fund Activity: Q3 2023 in Review

411 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q3 2023, worth a combined $7.88B — up 2.5% from $7.69B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new WEX positions and 44 closed out — a net gain of 7 holders — while 111 added to existing stakes and 177 trimmed.

The largest buyer was Bessemer Group, adding an estimated $25.7M. The largest seller was Fidelity Investments, cutting an estimated $33.1M.

  • 411 institutional investors held WEX (WEX) as of Q3 2023, up from 407 in Q2 2023.
  • Funds reported $7.88B of WEX stock for Q3 2023, up 2.5% quarter-over-quarter.
  • 51 funds opened new WEX positions in Q3 2023 and 44 closed out, a net change of +7 holders.
  • The largest WEX buyer in Q3 2023 was Bessemer Group, an estimated $25.7M added.
  • The largest WEX seller in Q3 2023 was Fidelity Investments, an estimated $33.1M sold.

Based on aggregated 13F filings for Q3 2023.