WEX
227 hedge funds and large institutions have $4.32B invested in WEX in 2015 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 85 reducing their positions, and 32 closing their positions.
21% more call options, than puts
Call options by funds: $1.88M | Put options by funds: $1.55M
10% more capital invested
Capital invested by funds: $3.92B → $4.32B (+$402M)
1.8% more ownership
Funds ownership: 102.12% → 103.92% (+1.8%)
1% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 85
4% less funds holding
Funds holding: 236 → 227 (-9)
19% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 32
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$80.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$79.2M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$42.4M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$35.3M |
| 5 |
HIM
Hermes Investment Management
London Uk,
United Kingdom
|
+$28.7M |
Top Sellers
WEX Hedge Fund Activity: Q1 2015 in Review
227 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q1 2015, worth a combined $4.32B — up 10% from $3.92B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of WEX and 26 opened new positions — a net loss of 6 holders — while 85 trimmed existing stakes and 84 added.
The largest buyer was Goldman Sachs, adding an estimated $80.9M. The largest seller was Janus Henderson Group, cutting an estimated $41M.
- 227 institutional investors held WEX (WEX) as of Q1 2015, down from 236 in Q4 2014.
- Funds reported $4.32B of WEX stock for Q1 2015, up 10% quarter-over-quarter.
- 26 funds opened new WEX positions in Q1 2015 and 32 closed out, a net change of -6 holders.
- The largest WEX buyer in Q1 2015 was Goldman Sachs, an estimated $80.9M added.
- The largest WEX seller in Q1 2015 was Janus Henderson Group, an estimated $41M sold.
Based on aggregated 13F filings for Q1 2015.