WEX
431 hedge funds and large institutions have $8.82B invested in WEX in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 132 increasing their positions, 152 reducing their positions, and 71 closing their positions.
3,241% more call options, than puts
Call options by funds: $109M | Put options by funds: $3.27M
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
21% more capital invested
Capital invested by funds: $7.28B → $8.82B (+$1.54B)
5.53% more ownership
Funds ownership: 97.97% → 103.5% (+5.5%)
2% less funds holding
Funds holding: 440 → 431 (-9)
11% less first-time investments, than exits
New positions opened: 63 | Existing positions closed: 71
13% less repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 152
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EARNEST Partners
Atlanta,
Georgia
|
+$161M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
+$75.3M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$61.3M |
| 4 |
SM
Sunriver Management
Greenwich,
Connecticut
|
+$49.3M |
| 5 |
IC
Impactive Capital
New York City,
New York
|
+$35.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$28.8M |
| 2 |
Jennison Associates
New York
|
-$25.6M |
| 3 |
Primecap Management
Pasadena,
California
|
-$22.9M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$18.8M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
-$17.2M |
WEX Hedge Fund Activity: Q3 2024 in Review
431 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q3 2024, worth a combined $8.82B — up 21% from $7.28B a quarter earlier.
Sellers outnumbered buyers: 71 funds closed out of WEX and 63 opened new positions — a net loss of 8 holders — while 152 trimmed existing stakes and 132 added.
The largest buyer was EARNEST Partners, opening a new position worth an estimated $161M. The largest seller was Vanguard Group, cutting an estimated $28.8M.
- 431 institutional investors held WEX (WEX) as of Q3 2024, down from 440 in Q2 2024.
- Funds reported $8.82B of WEX stock for Q3 2024, up 21% quarter-over-quarter.
- 63 funds opened new WEX positions in Q3 2024 and 71 closed out, a net change of -8 holders.
- The largest WEX buyer in Q3 2024 was EARNEST Partners, an estimated $161M added.
- The largest WEX seller in Q3 2024 was Vanguard Group, an estimated $28.8M sold.
Based on aggregated 13F filings for Q3 2024.