WEX
201 hedge funds and large institutions have $3.72B invested in WEX in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 68 reducing their positions, and 24 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 68
0.06% more ownership
Funds ownership: 100.44% → 100.5% (+0.06%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
4% less capital invested
Capital invested by funds: $3.87B → $3.72B (-$150M)
3% less funds holding
Funds holding: 207 → 201 (-6)
13% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$26.7M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$16.6M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$13.8M |
| 4 |
ESCM
Echo Street Capital Management
New York
|
+$12.1M |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$38.4M |
| 2 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$24.5M |
| 3 |
Bank of New York Mellon
New York
|
-$18.5M |
| 4 |
TI
Turner Investments
Berwyn,
Pennsylvania
|
-$16.5M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$15.4M |
WEX Hedge Fund Activity: Q1 2014 in Review
201 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q1 2014, worth a combined $3.72B — down 3.9% from $3.87B a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of WEX and 21 opened new positions — a net loss of 3 holders — while 68 trimmed existing stakes and 75 added.
The largest buyer was Champlain Investment Partners, adding an estimated $26.7M. The largest seller was Fidelity Investments, cutting an estimated $38.4M.
- 201 institutional investors held WEX (WEX) as of Q1 2014, down from 207 in Q4 2013.
- Funds reported $3.72B of WEX stock for Q1 2014, down 3.9% quarter-over-quarter.
- 21 funds opened new WEX positions in Q1 2014 and 24 closed out, a net change of -3 holders.
- The largest WEX buyer in Q1 2014 was Champlain Investment Partners, an estimated $26.7M added.
- The largest WEX seller in Q1 2014 was Fidelity Investments, an estimated $38.4M sold.
Based on aggregated 13F filings for Q1 2014.