WEX
347 hedge funds and large institutions have $7.24B invested in WEX in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 118 increasing their positions, 117 reducing their positions, and 64 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
59% more capital invested
Capital invested by funds: $4.56B → $7.24B (+$2.68B)
20% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 64
3% more funds holding
Funds holding: 336 → 347 (+11)
0.97% more ownership
Funds ownership: 99.96% → 100.93% (+0.97%)
1% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 117
9% less call options, than puts
Call options by funds: $56.6M | Put options by funds: $62.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$90.3M |
| 2 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
|
+$83.4M |
| 3 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$69.1M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$61.3M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$46.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
-$63.7M |
| 2 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$59.4M |
| 3 |
SCM
Steadfast Capital Management
New York
|
-$53.1M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$35.8M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$32.2M |
WEX Hedge Fund Activity: Q2 2020 in Review
347 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q2 2020, worth a combined $7.24B — up 59% from $4.56B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new WEX positions and 64 closed out — a net gain of 13 holders — while 118 added to existing stakes and 117 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $90.3M. The largest seller was Loring Wolcott & Coolidge Fiduciary Advisors, cutting an estimated $63.7M.
- 347 institutional investors held WEX (WEX) as of Q2 2020, up from 336 in Q1 2020.
- Funds reported $7.24B of WEX stock for Q2 2020, up 59% quarter-over-quarter.
- 77 funds opened new WEX positions in Q2 2020 and 64 closed out, a net change of +13 holders.
- The largest WEX buyer in Q2 2020 was JP Morgan Chase, an estimated $90.3M added.
- The largest WEX seller in Q2 2020 was Loring Wolcott & Coolidge Fiduciary Advisors, an estimated $63.7M sold.
Based on aggregated 13F filings for Q2 2020.