WEX
221 hedge funds and large institutions have $5.39B invested in WEX in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 115 increasing their positions, 50 reducing their positions, and 26 closing their positions.
317% more call options, than puts
Call options by funds: $1.87M | Put options by funds: $449K
130% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 50
12% more capital invested
Capital invested by funds: $4.79B → $5.39B (+$595M)
4.74% more ownership
Funds ownership: 107.09% → 111.83% (+4.7%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less funds holding
Funds holding: 228 → 221 (-7)
23% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$108M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$108M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$61.1M |
| 4 |
JP Morgan Chase
New York
|
+$50.8M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$41.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
Warburg Pincus
New York
|
-$245M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$56.7M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$54.2M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$15.2M |
| 5 |
Millennium Management
New York
|
-$9.14M |
WEX Hedge Fund Activity: Q3 2017 in Review
221 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q3 2017, worth a combined $5.39B — up 12% from $4.79B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of WEX and 20 opened new positions — a net loss of 6 holders — while 50 trimmed existing stakes and 115 added.
The largest buyer was Janus Henderson Group, adding an estimated $108M. The largest seller was Warburg Pincus, cutting an estimated $245M.
- 221 institutional investors held WEX (WEX) as of Q3 2017, down from 228 in Q2 2017.
- Funds reported $5.39B of WEX stock for Q3 2017, up 12% quarter-over-quarter.
- 20 funds opened new WEX positions in Q3 2017 and 26 closed out, a net change of -6 holders.
- The largest WEX buyer in Q3 2017 was Janus Henderson Group, an estimated $108M added.
- The largest WEX seller in Q3 2017 was Warburg Pincus, an estimated $245M sold.
Based on aggregated 13F filings for Q3 2017.