WEX
221 hedge funds and large institutions have $3.55B invested in WEX in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 59 reducing their positions, and 20 closing their positions.
1,175% more call options, than puts
Call options by funds: $13.1M | Put options by funds: $1.03M
70% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 20
69% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 59
8% more capital invested
Capital invested by funds: $3.3B → $3.55B (+$253M)
6% more funds holding
Funds holding: 209 → 221 (+12)
1.24% more ownership
Funds ownership: 102.36% → 103.6% (+1.2%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$46M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$29.8M |
| 3 |
RIM
RS Investment Management
San Francisco,
California
|
+$26.8M |
| 4 |
WJA
Williams Jones & Associates
New York
|
+$23.1M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$29.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$28.4M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$23.1M |
| 4 |
Bank of New York Mellon
New York
|
-$23M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$22.5M |
WEX Hedge Fund Activity: Q2 2016 in Review
221 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q2 2016, worth a combined $3.55B — up 7.7% from $3.3B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new WEX positions and 20 closed out — a net gain of 14 holders — while 100 added to existing stakes and 59 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $46M. The largest seller was VOYA Investment Management, cutting an estimated $29.7M.
- 221 institutional investors held WEX (WEX) as of Q2 2016, up from 209 in Q1 2016.
- Funds reported $3.55B of WEX stock for Q2 2016, up 7.7% quarter-over-quarter.
- 34 funds opened new WEX positions in Q2 2016 and 20 closed out, a net change of +14 holders.
- The largest WEX buyer in Q2 2016 was JP Morgan Chase, an estimated $46M added.
- The largest WEX seller in Q2 2016 was VOYA Investment Management, an estimated $29.7M sold.
Based on aggregated 13F filings for Q2 2016.