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WEX
WEX

265 hedge funds and large institutions have $6.74B invested in WEX in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 86 increasing their positions, 87 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

338% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 13

233% more funds holding in top 10

Funds holding in top 10: 3 → 10 (+7)

25% more capital invested

Capital invested by funds: $5.39B → $6.74B (+$1.35B)

20% more funds holding

Funds holding: 221 → 265 (+44)

0.65% less ownership

Funds ownership: 111.83% → 111.18% (-0.65%)

1% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 87

2% less call options, than puts

Call options by funds: $16.9M | Put options by funds: $17.2M

Holders
265
Holders Change
+44
Holders Change %
+19.91%
% of All Funds
6.01%
Holding in Top 10
10
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+233.33%
% of All Funds
0.23%
New
57
Increased
86
Reduced
87
Closed
13
Calls
$16.9M
Puts
$17.2M
Net Calls
-$323K
Net Calls Change
-$1.75M

Top Buyers

1
FCM
Frontier Capital Management
Massachusetts
+$59.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$53.8M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$53.2M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$28.3M
5
William Blair Investment Management
William Blair Investment Management
Illinois
+$21.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$93.9M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$38.7M
3
LCM
Laurion Capital Management
New York
-$37.2M
4
Deutsche Bank
Deutsche Bank
Germany
-$36.2M
5
WP
Warburg Pincus
New York
-$34.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$581M -$3.62M -28,964 -0.7%
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$570M -$16.8M -134,609 -3%
JP Morgan Chase
3
JP Morgan Chase
New York
$530M -$30M -239,929 -6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$496M +$8.2M +65,526 +2%
BlackRock
5
BlackRock
New York
$461M +$11.2M +89,537 +3%
ACM
6
Atlanta Capital Management
Georgia
$440M -$5.76M -46,019 -1%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$268M +$28.3M +225,776 +14%
TCM
8
TimesSquare Capital Management
New York
$227M -$8.83M -70,580 -4%
CIP
9
Champlain Investment Partners
Vermont
$171M -$6.43M -51,400 -4%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$165M +$21.9M +174,698 +18%
State Street
11
State Street
Massachusetts
$164M +$13.3M +106,529 +10%
Wells Fargo
12
Wells Fargo
California
$162M -$19.8M -157,996 -12%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$160M +$53.8M +429,996 +61%
LWCFA
14
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$138M +$986K +7,883 +0.8%
PCM
15
PAR Capital Management
Massachusetts
$96.7M +$3.13M +25,000 +4%
Point72 Asset Management
16
Point72 Asset Management
Connecticut
$92.3M +$19.8M +158,500 +32%
HIM
17
Hermes Investment Management
United Kingdom
$67.3M +$2.47M +19,720 +4%
FCM
18
Frontier Capital Management
Massachusetts
$66.7M +$59.1M +472,212 New
BAMCO Inc
19
BAMCO Inc
New York
$63.6M – – –
DCM
20
Daruma Capital Management
New York
$60.6M -$3.8M -30,405 -7%
Westfield Capital Management
21
Westfield Capital Management
Massachusetts
$60.1M +$53.2M +425,483 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$59.8M -$635K -5,077 -1%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$58M -$5.6M -44,737 -10%
Bank of America
24
Bank of America
North Carolina
$57.7M -$20.9M -166,824 -29%
SIMG
25
Stephens Investment Management Group
Texas
$57.4M -$1.01M -8,079 -2%
1
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WEX Hedge Fund Activity: Q4 2017 in Review

265 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q4 2017, worth a combined $6.74B — up 25% from $5.39B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new WEX positions and 13 closed out — a net gain of 44 holders — while 86 added to existing stakes and 87 trimmed.

The largest buyer was Frontier Capital Management, opening a new position worth an estimated $59.1M. The largest seller was Citadel Advisors, cutting an estimated $93.9M.

  • 265 institutional investors held WEX (WEX) as of Q4 2017, up from 221 in Q3 2017.
  • Funds reported $6.74B of WEX stock for Q4 2017, up 25% quarter-over-quarter.
  • 57 funds opened new WEX positions in Q4 2017 and 13 closed out, a net change of +44 holders.
  • The largest WEX buyer in Q4 2017 was Frontier Capital Management, an estimated $59.1M added.
  • The largest WEX seller in Q4 2017 was Citadel Advisors, an estimated $93.9M sold.

Based on aggregated 13F filings for Q4 2017.