WEX
353 hedge funds and large institutions have $8.97B invested in WEX in 2020 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 98 increasing their positions, 130 reducing their positions, and 65 closing their positions.
172% more call options, than puts
Call options by funds: $74.1M | Put options by funds: $27.2M
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
47% more capital invested
Capital invested by funds: $6.11B → $8.97B (+$2.87B)
14% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 65
2% more funds holding
Funds holding: 346 → 353 (+7)
0.41% more ownership
Funds ownership: 99.48% → 99.9% (+0.41%)
25% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 130
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$72M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$43.6M |
| 3 |
Citigroup
New York
|
+$41.3M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$36.1M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
+$33.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$76.7M |
| 2 |
HVCM
HG Vora Capital Management
New York
|
-$48.6M |
| 3 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$47.8M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$33.1M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$28.4M |
WEX Hedge Fund Activity: Q4 2020 in Review
353 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q4 2020, worth a combined $8.97B — up 47% from $6.11B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new WEX positions and 65 closed out — a net gain of 9 holders — while 98 added to existing stakes and 130 trimmed.
The largest buyer was Amundi Asset Management US, adding an estimated $72M. The largest seller was DZ Bank, cutting an estimated $76.7M.
- 353 institutional investors held WEX (WEX) as of Q4 2020, up from 346 in Q3 2020.
- Funds reported $8.97B of WEX stock for Q4 2020, up 47% quarter-over-quarter.
- 74 funds opened new WEX positions in Q4 2020 and 65 closed out, a net change of +9 holders.
- The largest WEX buyer in Q4 2020 was Amundi Asset Management US, an estimated $72M added.
- The largest WEX seller in Q4 2020 was DZ Bank, an estimated $76.7M sold.
Based on aggregated 13F filings for Q4 2020.