WEX
WEX
224 hedge funds and large institutions have $3.48B invested in WEX in 2015 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 77 reducing their positions, and 28 closing their positions.
3% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 77
0.33% less ownership
Funds ownership: 103.82% → 103.5% (-0.33%)
3% less funds holding
Funds holding: 230 → 224 (-6)
14% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 28
24% less capital invested
Capital invested by funds: $4.57B → $3.48B (-$1.08B)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
58% less call options, than puts
Call options by funds: $825K | Put options by funds: $1.97M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$61.9M |
| 2 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$34.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$21.2M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$19.9M |
| 5 |
Renaissance Technologies
New York
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
BloombergSen
Toronto,
Ontario, Canada
|
-$29.9M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$25.7M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
-$23.9M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$23.6M |
| 5 |
CCM
Crestwood Capital Management
New York
|
-$22.5M |
WEX Hedge Fund Activity: Q3 2015 in Review
224 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q3 2015, worth a combined $3.48B — down 24% from $4.57B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of WEX and 24 opened new positions — a net loss of 4 holders — while 77 trimmed existing stakes and 79 added.
The largest buyer was Janus Henderson Investors US, adding an estimated $61.9M. The largest seller was BloombergSen, cutting an estimated $29.9M.
- 224 institutional investors held WEX (WEX) as of Q3 2015, down from 230 in Q2 2015.
- Funds reported $3.48B of WEX stock for Q3 2015, down 24% quarter-over-quarter.
- 24 funds opened new WEX positions in Q3 2015 and 28 closed out, a net change of -4 holders.
- The largest WEX buyer in Q3 2015 was Janus Henderson Investors US, an estimated $61.9M added.
- The largest WEX seller in Q3 2015 was BloombergSen, an estimated $29.9M sold.
Based on aggregated 13F filings for Q3 2015.