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WEX
WEX

194 hedge funds and large institutions have $3.06B invested in WEX in 2013 Q2 according to their latest regulatory filings, with 194 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

105.09% more ownership

Funds ownership: 0% → 105.09% (+105%)

Holders
194
Holders Change
+194
Holders Change %
–
% of All Funds
6.33%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
% of All Funds
0.2%
New
194
Increased
–
Reduced
–
Closed
–
Calls
$828K
Puts
–
Net Calls
+$828K
Net Calls Change
+$828K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
176
US Bancorp
Minnesota
$22K +$22K +296 New
LTFS
177
Ladenburg Thalmann Financial Services
Florida
$15K +$12.9K +174 New
Bessemer Group
178
Bessemer Group
New Jersey
$15K +$15.2K +205 New
Envestnet Asset Management
179
Envestnet Asset Management
Illinois
$13K +$12.2K +165 New
PMFA
180
Plante Moran Financial Advisors
Michigan
$11K +$10.8K +145 New
WTC
181
WhitTier Trust Company
Nevada
$11K +$10.8K +145 New
HF
182
Hoxton Financial
West Virginia
$9K +$8.31K +112 New
TRCT
183
Tower Research Capital (TRC)
New York
$8K +$7.65K +103 New
Thrivent Financial for Lutherans
184
Thrivent Financial for Lutherans
Minnesota
$4.21K +$208K +2,800 New
WCBA
185
Weaver C. Barksdale & Associates
Tennessee
$3K +$2.52K +34 New
WA
186
WFG Advisors
Texas
$3K +$2.97K +40 New
WA
187
WealthTrust-Arizona
Arizona
$2K +$1.86K +25 New
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2.23K +30 New
PTC
189
Private Trust Company
Ohio
$2K +$2.23K +30 New
WRM
190
Westport Resources Management
Connecticut
$2K +$2.3K +31 New
EFSCE
191
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$817 +11 New
BPBT
192
Boston Private Bank & Trust
Massachusetts
$1K +$1.11K +15 New
FNBT
193
FineMark National Bank & Trust
Florida
$1K +$1.26K +17 New
S
194
SignatureFD
Georgia
– +$445 +6 New
4 5 6 7
8

WEX Hedge Fund Activity: Q2 2013 in Review

194 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q2 2013, worth a combined $3.06B.

Buyers outnumbered sellers: 194 funds opened new WEX positions and 0 closed out — a net gain of 194 holders — while 0 added to existing stakes and 0 trimmed.

  • 194 institutional investors held WEX (WEX) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $3.06B of WEX stock for Q2 2013.
  • 194 funds opened new WEX positions in Q2 2013 and 0 closed out, a net change of +194 holders.

Based on aggregated 13F filings for Q2 2013.