WEX
207 hedge funds and large institutions have $3.87B invested in WEX in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 82 reducing their positions, and 17 closing their positions.
29% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 17
10% more capital invested
Capital invested by funds: $3.53B → $3.87B (+$340M)
1% more funds holding
Funds holding: 204 → 207 (+3)
3.11% less ownership
Funds ownership: 103.56% → 100.44% (-3.1%)
21% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 82
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$26.7M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$13.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.42M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$6.64M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$6.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$39.2M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$31.5M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$22.7M |
| 4 |
MC
MSD Capital
New York
|
-$20.7M |
| 5 |
CM
Castleark Management
Chicago,
Illinois
|
-$12.1M |
WEX Hedge Fund Activity: Q4 2013 in Review
207 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q4 2013, worth a combined $3.87B — up 9.6% from $3.53B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new WEX positions and 17 closed out — a net gain of 5 holders — while 65 added to existing stakes and 82 trimmed.
The largest buyer was Janus Henderson Investors US, adding an estimated $26.7M. The largest seller was Boston Partners, exiting entirely with an estimated $39.2M sold.
- 207 institutional investors held WEX (WEX) as of Q4 2013, up from 204 in Q3 2013.
- Funds reported $3.87B of WEX stock for Q4 2013, up 9.6% quarter-over-quarter.
- 22 funds opened new WEX positions in Q4 2013 and 17 closed out, a net change of +5 holders.
- The largest WEX buyer in Q4 2013 was Janus Henderson Investors US, an estimated $26.7M added.
- The largest WEX seller in Q4 2013 was Boston Partners, an estimated $39.2M sold.
Based on aggregated 13F filings for Q4 2013.