WEX
WEX
265 hedge funds and large institutions have $6.74B invested in WEX in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 86 increasing their positions, 87 reducing their positions, and 13 closing their positions.
338% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 13
233% more funds holding in top 10
Funds holding in top 10: 3 → 10 (+7)
25% more capital invested
Capital invested by funds: $5.39B → $6.74B (+$1.35B)
20% more funds holding
Funds holding: 221 → 265 (+44)
0.65% less ownership
Funds ownership: 111.83% → 111.18% (-0.65%)
1% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 87
2% less call options, than puts
Call options by funds: $16.9M | Put options by funds: $17.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$59.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$53.8M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
+$53.2M |
| 4 |
Neuberger Berman Group
New York
|
+$28.3M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
+$21.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$93.9M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$38.7M |
| 3 |
LCM
Laurion Capital Management
New York
|
-$37.2M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$36.2M |
| 5 |
WP
Warburg Pincus
New York
|
-$34.8M |
WEX Hedge Fund Activity: Q4 2017 in Review
265 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q4 2017, worth a combined $6.74B — up 25% from $5.39B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new WEX positions and 13 closed out — a net gain of 44 holders — while 86 added to existing stakes and 87 trimmed.
The largest buyer was Frontier Capital Management, opening a new position worth an estimated $59.1M. The largest seller was Citadel Advisors, cutting an estimated $93.9M.
- 265 institutional investors held WEX (WEX) as of Q4 2017, up from 221 in Q3 2017.
- Funds reported $6.74B of WEX stock for Q4 2017, up 25% quarter-over-quarter.
- 57 funds opened new WEX positions in Q4 2017 and 13 closed out, a net change of +44 holders.
- The largest WEX buyer in Q4 2017 was Frontier Capital Management, an estimated $59.1M added.
- The largest WEX seller in Q4 2017 was Citadel Advisors, an estimated $93.9M sold.
Based on aggregated 13F filings for Q4 2017.