WEX
341 hedge funds and large institutions have $8.98B invested in WEX in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 121 increasing their positions, 113 reducing their positions, and 41 closing their positions.
38% more call options, than puts
Call options by funds: $53.3M | Put options by funds: $38.6M
20% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 41
9% more capital invested
Capital invested by funds: $8.24B → $8.98B (+$736M)
7% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 113
1% more funds holding
Funds holding: 339 → 341 (+2)
0.29% more ownership
Funds ownership: 99.49% → 99.78% (+0.29%)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
+$55.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$52.3M |
| 3 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$42.6M |
| 4 |
MCM
Moore Capital Management
New York
|
+$40.2M |
| 5 |
JCM
Junto Capital Management
New York
|
+$39.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$53.2M |
| 2 |
Neuberger Berman Group
New York
|
-$49.1M |
| 3 |
Janus Henderson Group
London,
|
-$38.3M |
| 4 |
JP Morgan Chase
New York
|
-$34.6M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$29.4M |
WEX Hedge Fund Activity: Q2 2019 in Review
341 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q2 2019, worth a combined $8.98B — up 8.9% from $8.24B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new WEX positions and 41 closed out — a net gain of 8 holders — while 121 added to existing stakes and 113 trimmed.
The largest buyer was Nuveen, opening a new position worth an estimated $55.6M. The largest seller was Citadel Advisors, cutting an estimated $53.2M.
- 341 institutional investors held WEX (WEX) as of Q2 2019, up from 339 in Q1 2019.
- Funds reported $8.98B of WEX stock for Q2 2019, up 8.9% quarter-over-quarter.
- 49 funds opened new WEX positions in Q2 2019 and 41 closed out, a net change of +8 holders.
- The largest WEX buyer in Q2 2019 was Nuveen, an estimated $55.6M added.
- The largest WEX seller in Q2 2019 was Citadel Advisors, an estimated $53.2M sold.
Based on aggregated 13F filings for Q2 2019.