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WEX
WEX

194 hedge funds and large institutions have $3.06B invested in WEX in 2013 Q2 according to their latest regulatory filings, with 194 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

105.09% more ownership

Funds ownership: 0% → 105.09% (+105%)

Holders
194
Holders Change
+194
Holders Change %
–
% of All Funds
6.33%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
% of All Funds
0.2%
New
194
Increased
–
Reduced
–
Closed
–
Calls
$828K
Puts
–
Net Calls
+$828K
Net Calls Change
+$828K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$291M +$282M +3,794,552 New
Fidelity Investments
2
Fidelity Investments
Massachusetts
$172M +$166M +2,236,494 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$166M +$161M +2,170,038 New
TCM
4
TimesSquare Capital Management
New York
$159M +$154M +2,074,001 New
William Blair & Company
5
William Blair & Company
Illinois
$126M +$122M +1,639,737 New
BFA
6
BlackRock Fund Advisors
California
$122M +$119M +1,596,891 New
State Street
7
State Street
Massachusetts
$107M +$104M +1,395,717 New
FCM
8
Frontier Capital Management
Massachusetts
$95.2M +$92.1M +1,241,040 New
BIT
9
BlackRock Institutional Trust
California
$87.4M +$84.6M +1,139,941 New
Neuberger Berman Group
10
Neuberger Berman Group
New York
$86.2M +$83.5M +1,124,365 New
ACM
11
Atlanta Capital Management
Georgia
$82.3M +$79.7M +1,073,311 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$82.2M +$79.5M +1,071,579 New
ORI
13
Oak Ridge Investments
Illinois
$72.7M +$70.4M +947,729 New
DCM
14
Daruma Capital Management
New York
$72.2M +$69.8M +940,736 New
MC
15
MSD Capital
New York
$70.4M +$68.2M +918,387 New
B
16
BloombergSen
Ontario, Canada
$64.3M +$62.3M +838,989 New
CIP
17
Champlain Investment Partners
Vermont
$62.7M +$60.7M +817,485 New
Northern Trust
18
Northern Trust
Illinois
$61.1M +$59.1M +796,512 New
BTW
19
Boston Trust Walden
Massachusetts
$54.5M +$52.7M +710,029 New
KAM
20
Keeley Asset Management
Illinois
$54.4M +$52.7M +709,386 New
BAMCO Inc
21
BAMCO Inc
New York
$49.9M +$48.3M +650,000 New
Boston Partners
22
Boston Partners
Massachusetts
$49.8M +$48.2M +649,821 New
CWAM
23
Columbia Wanger Asset Management
Illinois
$45.8M +$44.3M +597,000 New
Mawer Investment Management
24
Mawer Investment Management
Alberta, Canada
$43M +$41.6M +560,380 New
TI
25
Turner Investments
Pennsylvania
$35M +$33.9M +456,380 New
1
2 3 4 5

WEX Hedge Fund Activity: Q2 2013 in Review

194 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q2 2013, worth a combined $3.06B.

Buyers outnumbered sellers: 194 funds opened new WEX positions and 0 closed out — a net gain of 194 holders — while 0 added to existing stakes and 0 trimmed.

  • 194 institutional investors held WEX (WEX) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $3.06B of WEX stock for Q2 2013.
  • 194 funds opened new WEX positions in Q2 2013 and 0 closed out, a net change of +194 holders.

Based on aggregated 13F filings for Q2 2013.