WEX
236 hedge funds and large institutions have $3.92B invested in WEX in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 84 reducing their positions, and 20 closing their positions.
100% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 20
8% more funds holding
Funds holding: 218 → 236 (+18)
0.31% less ownership
Funds ownership: 102.43% → 102.12% (-0.31%)
10% less capital invested
Capital invested by funds: $4.38B → $3.92B (-$455M)
11% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 84
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$50.3M |
| 2 |
GAM
Gotham Asset Management
New York
|
+$30.7M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$24.3M |
| 4 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
+$19.9M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$19.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair & Company
Chicago,
Illinois
|
-$49M |
| 2 |
CCI
Columbus Circle Investors
|
-$29.6M |
| 3 |
ORI
Oak Ridge Investments
Chicago,
Illinois
|
-$28.5M |
| 4 |
KAM
Keeley Asset Management
Chicago,
Illinois
|
-$22.7M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$19.8M |
WEX Hedge Fund Activity: Q4 2014 in Review
236 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q4 2014, worth a combined $3.92B — down 10% from $4.38B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new WEX positions and 20 closed out — a net gain of 20 holders — while 75 added to existing stakes and 84 trimmed.
The largest buyer was Champlain Investment Partners, adding an estimated $50.3M. The largest seller was William Blair & Company, cutting an estimated $49M.
- 236 institutional investors held WEX (WEX) as of Q4 2014, up from 218 in Q3 2014.
- Funds reported $3.92B of WEX stock for Q4 2014, down 10% quarter-over-quarter.
- 40 funds opened new WEX positions in Q4 2014 and 20 closed out, a net change of +20 holders.
- The largest WEX buyer in Q4 2014 was Champlain Investment Partners, an estimated $50.3M added.
- The largest WEX seller in Q4 2014 was William Blair & Company, an estimated $49M sold.
Based on aggregated 13F filings for Q4 2014.