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366 hedge funds and large institutions have $7.89B invested in WEX in 2022 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 124 increasing their positions, 115 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $141M | Put options by funds: $52.5M

60% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 42

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

28% more capital invested

Capital invested by funds: $6.16B → $7.89B (+$1.73B)

7% more funds holding

Funds holding: 343366 (+23)

8% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 115

0.64% more ownership

Funds ownership: 98.17%98.81% (+0.64%)

Holders
366
Holders Change
+23
Holders Change %
+6.71%
% of All Funds
5.77%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
67
Increased
124
Reduced
115
Closed
42
Calls
$141M
Puts
$52.5M
Net Calls
+$88.5M
Net Calls Change
+$100M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$749M +$21.5M +131,664 +3%
BlackRock
2
BlackRock
New York
$733M +$8.07M +49,480 +1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$732M +$26.9M +164,902 +4%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$597M -$6.91M -42,394 -1%
IC
5
Impactive Capital
New York
$349M +$140M +855,906 +78%
PCM
6
PAR Capital Management
Massachusetts
$304M +$310K +1,900 +0.1%
ACM
7
Atlanta Capital Management
Georgia
$295M -$94.5M -579,619 -26%
JP Morgan Chase
8
JP Morgan Chase
New York
$272M -$137M -842,408 -36%
Primecap Management
9
Primecap Management
California
$217M -$10.4M -63,600 -5%
State Street
10
State Street
Massachusetts
$213M +$7.55M +46,296 +4%
Bessemer Group
11
Bessemer Group
New Jersey
$168M +$6.44M +39,518 +4%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$154M -$66.5M -407,801 -32%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$128M +$396K +2,429 +0.3%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$105M +$3.66M +22,420 +4%
WP
15
Warburg Pincus
New York
$103M
Geode Capital Management
16
Geode Capital Management
Massachusetts
$102M +$3.38M +20,706 +4%
Federated Hermes
17
Federated Hermes
Pennsylvania
$98.5M -$8.88M -54,461 -9%
Bank of America
18
Bank of America
North Carolina
$97.2M +$42.9M +263,105 +93%
Brown Advisory
19
Brown Advisory
Maryland
$91.1M +$5.81M +35,643 +8%
Norges Bank
20
Norges Bank
Norway
$83.2M +$5.66M +34,700 +8%
Millennium Management
21
Millennium Management
New York
$81.7M +$15.4M +94,688 +26%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$76.6M +$980K +6,010 +1%
SIMG
23
Stephens Investment Management Group
Texas
$71.2M +$832K +5,100 +1%
Ameriprise
24
Ameriprise
Minnesota
$68.4M -$20.7M -126,895 -23%
Northern Trust
25
Northern Trust
Illinois
$65.6M -$419K -2,567 -0.7%

WEX Hedge Fund Activity: Q1 2022 in Review

366 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q1 2022, worth a combined $7.89B — up 28% from $6.16B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new WEX positions and 42 closed out — a net gain of 25 holders — while 124 added to existing stakes and 115 trimmed.

The largest buyer was Impactive Capital, adding an estimated $140M. The largest seller was JP Morgan Chase, cutting an estimated $137M.

  • 366 institutional investors held WEX (WEX) as of Q1 2022, up from 343 in Q4 2021.
  • Funds reported $7.89B of WEX stock for Q1 2022, up 28% quarter-over-quarter.
  • 67 funds opened new WEX positions in Q1 2022 and 42 closed out, a net change of +25 holders.
  • The largest WEX buyer in Q1 2022 was Impactive Capital, an estimated $140M added.
  • The largest WEX seller in Q1 2022 was JP Morgan Chase, an estimated $137M sold.

Based on aggregated 13F filings for Q1 2022.