We are live on ! Find out more
WEX icon

WEX
WEX

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: 5 → 7 (+2)

28% more capital invested

Capital invested by funds: $6.16B → $7.89B (+$1.73B)

7% more funds holding

Funds holding: 343 → 366 (+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

Top Buyers

Rank Fund Capital Flow
1
IC
Impactive Capital
New York
+$140M
2
ACM
Anomaly Capital Management
New York
+$49.5M
3
Bank of America
Bank of America
North Carolina
+$42.9M
4
Two Sigma Investments
Two Sigma Investments
New York
+$28.8M
5
MRCP
Maple Rock Capital Partners
Ontario, Canada
+$27.8M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$137M
2
ACM
Atlanta Capital Management
Georgia
-$94.5M
3
HVCM
HG Vora Capital Management
New York
-$70.2M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$66.5M
5
Goldman Sachs
Goldman Sachs
New York
-$27M
Name Holding Trade Value Shares
Change 		Change in
Stake
Daiwa Securities Group
176
Daiwa Securities Group
Japan
$1.43M -$10.6K -65 -0.8%
Renaissance Technologies
177
Renaissance Technologies
New York
$1.43M +$1.3M +8,000 New
URS
178
Utah Retirement Systems
Utah
$1.41M -$16.3K -100 -1%
CIA
179
Choate Investment Advisors
Massachusetts
$1.39M +$1.27M +7,787 New
BAM
180
Bullseye Asset Management
Colorado
$1.36M – – –
PAM
181
Paradigm Asset Management
New York
$1.33M – – –
Envestnet Asset Management
182
Envestnet Asset Management
Illinois
$1.33M +$18.9K +116 +2%
NMIMC
183
Northwestern Mutual Investment Management Company
Wisconsin
$1.33M +$2.28K +14 +0.2%
PCM
184
Prana Capital Management
Connecticut
$1.31M -$2.72M -16,694 -69%
ESCM
185
Echo Street Capital Management
New York
$1.26M -$785K -4,811 -40%
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$1.23M +$38K +233 +4%
ADIM
187
Alpha DNA Investment Management
Maryland
$1.21M +$1.11M +6,801 New
GAM
188
Gotham Asset Management
New York
$1.2M +$475K +2,910 +77%
PHK
189
Point72 Hong Kong
Hong Kong
$1.19M +$1.09M +6,654 New
CIC
190
Cornercap Investment Counsel
Georgia
$1.15M -$196K -1,200 -16%
QC
191
Quadrature Capital
United Kingdom
$1.13M -$1.49M -9,135 -59%
SOADOR
192
State of Alaska Department of Revenue
Alaska
$1.13M -$29.4K -180 -3%
N
193
Natixis
France
$1.11M -$11.5M -70,251 -92%
IEFM
194
IQ EQ Fund Management
Ireland
$1.11M +$152K +933 +18%
Zurich Cantonal Bank
195
Zurich Cantonal Bank
Switzerland
$1.08M +$64.9K +398 +7%
Public Employees Retirement Association of Colorado
196
Public Employees Retirement Association of Colorado
Colorado
$1.05M -$76.2K -467 -7%
Handelsbanken Fonder
197
Handelsbanken Fonder
Sweden
$1.02M -$375K -2,300 -29%
CC
198
Centiva Capital
New York
$997K -$157K -961 -15%
GCP
199
GSA Capital Partners
United Kingdom
$981K +$897K +5,499 New
OQS
200
Occudo Quantitative Strategies
Florida
$980K -$115K -706 -11%
6 7
8
9 10

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.