We are live on ! Find out more
WEX icon

WEX
WEX

336 hedge funds and large institutions have $4.56B invested in WEX in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 120 increasing their positions, 111 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 111

6% more call options, than puts

Call options by funds: $18.4M | Put options by funds: $17.4M

0.48% more ownership

Funds ownership: 99.47% → 99.96% (+0.48%)

7% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 68

3% less funds holding

Funds holding: 345 → 336 (-9)

49% less capital invested

Capital invested by funds: $9.02B → $4.56B (-$4.46B)

91% less funds holding in top 10

Funds holding in top 10: 11 → 1 (-10)

Holders
336
Holders Change
-9
Holders Change %
-2.61%
% of All Funds
7.4%
Holding in Top 10
1
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-90.91%
% of All Funds
0.02%
New
63
Increased
120
Reduced
111
Closed
68
Calls
$18.4M
Puts
$17.4M
Net Calls
+$964K
Net Calls Change
+$18M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$106M
2
SCM
Steadfast Capital Management
New York
+$94.8M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$88M
4
JP Morgan Chase
JP Morgan Chase
New York
+$85M
5
ACM
Atlanta Capital Management
Georgia
+$59.7M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$117M
2
CAM
Congress Asset Management
Massachusetts
-$84.3M
3
FCM
Frontier Capital Management
Massachusetts
-$82M
4
TCM
TimesSquare Capital Management
New York
-$50.6M
5
CTA
Carillon Tower Advisers
Florida
-$47.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$434M +$18.8M +100,795 +2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$428M +$28.9M +154,807 +4%
BlackRock
3
BlackRock
New York
$410M +$2.14M +11,480 +0.3%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$358M -$27.5M -147,295 -4%
ACM
5
Atlanta Capital Management
Georgia
$265M +$59.7M +319,752 +14%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$231M +$88M +471,213 +27%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$163M +$4.13M +22,100 +1%
JP Morgan Chase
8
JP Morgan Chase
New York
$160M +$85M +455,271 +42%
LWCFA
9
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$119M -$17.6M -94,467 -8%
State Street
10
State Street
Massachusetts
$108M +$3.77M +20,187 +2%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$93.7M +$5.04M +27,015 +3%
PCM
12
PAR Capital Management
Massachusetts
$83.6M +$14M +75,000 +10%
Wells Fargo
13
Wells Fargo
California
$83.4M -$117M -624,438 -44%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$64.5M +$22.8M +121,987 +25%
ESCM
15
Echo Street Capital Management
New York
$63M +$17.1M +91,813 +18%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$60.6M +$34.2M +183,432 +46%
EAM
17
Eagle Asset Management
Florida
$59.4M – – –
Bessemer Group
18
Bessemer Group
New Jersey
$59.1M +$106M +565,338 New
SCM
19
Steadfast Capital Management
New York
$53.1M +$94.8M +507,857 New
Geode Capital Management
20
Geode Capital Management
Massachusetts
$50M +$3.11M +16,646 +4%
Federated Hermes
21
Federated Hermes
Pennsylvania
$47M -$4.77M -25,552 -5%
BAMCO Inc
22
BAMCO Inc
New York
$41.8M -$9.33M -50,000 -11%
William Blair & Company
23
William Blair & Company
Illinois
$41.3M -$6.57M -35,213 -8%
TCM
24
TimesSquare Capital Management
New York
$39.5M -$50.6M -271,000 -42%
Northern Trust
25
Northern Trust
Illinois
$37.7M +$1.49M +7,981 +2%
1
2 3 4 5

WEX Hedge Fund Activity: Q1 2020 in Review

336 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q1 2020, worth a combined $4.56B — down 49% from $9.02B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of WEX and 63 opened new positions — a net loss of 5 holders — while 111 trimmed existing stakes and 120 added.

The largest buyer was Bessemer Group, opening a new position worth an estimated $106M. The largest seller was Wells Fargo, cutting an estimated $117M.

  • 336 institutional investors held WEX (WEX) as of Q1 2020, down from 345 in Q4 2019.
  • Funds reported $4.56B of WEX stock for Q1 2020, down 49% quarter-over-quarter.
  • 63 funds opened new WEX positions in Q1 2020 and 68 closed out, a net change of -5 holders.
  • The largest WEX buyer in Q1 2020 was Bessemer Group, an estimated $106M added.
  • The largest WEX seller in Q1 2020 was Wells Fargo, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2020.