WEX
354 hedge funds and large institutions have $5.61B invested in WEX in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 112 increasing their positions, 134 reducing their positions, and 48 closing their positions.
161% more call options, than puts
Call options by funds: $98.2M | Put options by funds: $37.6M
2.06% more ownership
Funds ownership: 97.89% → 99.95% (+2.1%)
2% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 48
0% less funds holding
Funds holding: 355 → 354 (-1)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
16% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 134
18% less capital invested
Capital invested by funds: $6.85B → $5.61B (-$1.24B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$53.2M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$33.1M |
| 3 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$31.3M |
| 4 |
Janus Henderson Group
London,
|
+$25.8M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$21.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$58.1M |
| 2 |
Rockefeller Capital Management
New York
|
-$50.8M |
| 3 |
Bank of New York Mellon
New York
|
-$23.7M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$18.4M |
| 5 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$17.2M |
WEX Hedge Fund Activity: Q3 2022 in Review
354 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q3 2022, worth a combined $5.61B — down 18% from $6.85B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new WEX positions and 48 closed out — a net gain of 1 holder — while 112 added to existing stakes and 134 trimmed.
The largest buyer was Millennium Management, adding an estimated $53.2M. The largest seller was Wellington Management Group, cutting an estimated $58.1M.
- 354 institutional investors held WEX (WEX) as of Q3 2022, down from 355 in Q2 2022.
- Funds reported $5.61B of WEX stock for Q3 2022, down 18% quarter-over-quarter.
- 49 funds opened new WEX positions in Q3 2022 and 48 closed out, a net change of +1 holder.
- The largest WEX buyer in Q3 2022 was Millennium Management, an estimated $53.2M added.
- The largest WEX seller in Q3 2022 was Wellington Management Group, an estimated $58.1M sold.
Based on aggregated 13F filings for Q3 2022.