WEX
418 hedge funds and large institutions have $8.29B invested in WEX in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 128 increasing their positions, 161 reducing their positions, and 44 closing their positions.
1,319% more call options, than puts
Call options by funds: $78.1M | Put options by funds: $5.5M
34% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 44
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
5% more capital invested
Capital invested by funds: $7.88B → $8.29B (+$407M)
1.87% more ownership
Funds ownership: 97.69% → 99.56% (+1.9%)
2% more funds holding
Funds holding: 411 → 418 (+7)
20% less repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 161
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$111M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$32.6M |
| 3 |
Handelsbanken Fonder
Stockholm,
Sweden
|
+$28.6M |
| 4 |
Millennium Management
New York
|
+$16.5M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$13.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$52.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$28.2M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$22.1M |
| 4 |
Jennison Associates
New York
|
-$21.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$18.5M |
WEX Hedge Fund Activity: Q4 2023 in Review
418 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q4 2023, worth a combined $8.29B — up 5.2% from $7.88B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new WEX positions and 44 closed out — a net gain of 15 holders — while 128 added to existing stakes and 161 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $111M. The largest seller was JP Morgan Chase, cutting an estimated $52.9M.
- 418 institutional investors held WEX (WEX) as of Q4 2023, up from 411 in Q3 2023.
- Funds reported $8.29B of WEX stock for Q4 2023, up 5.2% quarter-over-quarter.
- 59 funds opened new WEX positions in Q4 2023 and 44 closed out, a net change of +15 holders.
- The largest WEX buyer in Q4 2023 was Neuberger Berman Group, an estimated $111M added.
- The largest WEX seller in Q4 2023 was JP Morgan Chase, an estimated $52.9M sold.
Based on aggregated 13F filings for Q4 2023.