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WEX (WEX) Institutional Ownership

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-0.71 (-0.30%)
(As of 04/24/2024 ET)
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Institutional Ownership Changes (13F Filings) for WEX (NYSE:WEX)

Current
Institutional Ownership
Percentage
97.47%
Number of
Institutional Buyers
(last 12 months)
204
Total
Institutional Inflows
(last 12 months)
$826.59M
Number of
Institutional Sellers
(last 12 months)
168
Total
Institutional Outflows
(last 12 months)
$506.82M
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WEX Institutional Buying and Selling by Quarter

WEX Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024 Louisiana State Employees Retirement System12,300$2.92M0.1%+2.5%0.029%
4/23/2024 Amalgamated Bank25,603$6.08M0.1%-11.2%0.061%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA866,068$199.75M2.0%0.0%2.075%
4/22/2024 Raymond James & Associates76,666$18.21M0.0%-1.7%0.184%
4/19/2024 Norden Group LLC1,176$279K0.0%N/A0.003%
4/19/2024 Lifestyle Asset Management Inc.5,067$1.20M0.7%-0.9%0.012%
4/19/2024 Handelsinvest Investeringsforvaltning1,208$287K0.1%-34.2%0.003%
4/18/2024 State of Michigan Retirement System10,475$2.49M0.0%+1.9%0.025%
4/18/2024 Allspring Global Investments Holdings LLC51,422$12.21M0.0%+44.7%0.123%
4/16/2024 Wealth Enhancement Advisory Services LLC7,596$1.80M0.0%+96.1%0.018%
4/16/2024 Procyon Advisors LLC3,807$904K0.1%-3.9%0.009%
4/12/2024 CHICAGO TRUST Co NA905$215K0.0%N/A0.002%
4/9/2024 Rise Advisors LLC121$29K0.0%N/A0.000%
4/8/2024 Bath Savings Trust Co27,234$6.47M0.7%-0.2%0.065%
3/25/2024Quadrature Capital Ltd5,104$993K0.0%-8.2%0.012%
3/22/2024PNC Financial Services Group Inc.7,585$1.48M0.0%-1.8%0.018%
3/11/2024Vanguard Group Inc.4,199,017$816.92M0.0%+1.6%10.061%
3/8/2024ICA Group Wealth Management LLC320$62K0.0%N/A0.001%
3/6/2024SageView Advisory Group LLC995$209K0.0%-36.5%0.002%
3/5/2024Fisher Asset Management LLC17,178$3.34M0.0%+3.8%0.041%
3/5/2024Wellington Management Group LLP3,122,500$607.48M0.1%+6.1%7.481%
3/1/2024Goldman Sachs Group Inc.222,338$43.26M0.0%-13.8%0.533%
2/28/2024American International Group Inc.57,899$11.26M0.0%-4.6%0.139%
2/26/2024Teachers Retirement System of The State of Kentucky24,100$4.69M0.0%-4.1%0.056%
2/15/2024Par Capital Management Inc.1,850,000$359.92M11.8%-0.3%4.328%
2/15/2024HST Ventures LLC38,480$7.49M2.6%+25.5%0.090%
2/15/2024C M Bidwell & Associates Ltd.376$73K0.1%-53.8%0.001%
2/14/2024Hotchkis & Wiley Capital Management LLC75,120$14.62M0.1%-24.6%0.176%
2/14/2024Invenomic Capital Management LP197,851$38.49M1.8%-30.7%0.463%
2/14/2024Evercore Wealth Management LLC1,432$279K0.0%-4.7%0.003%
2/14/2024Quadrature Capital Ltd5,104$993K0.0%-8.2%0.012%
2/14/2024CenterBook Partners LP16,518$3.21M0.4%+277.8%0.039%
2/13/2024Stephens Inc. AR14,212$2.77M0.0%-5.5%0.033%
2/13/2024American International Group Inc.57,899$11.26M0.1%-4.6%0.135%
2/13/2024Keeley Teton Advisors LLC3,988$776K0.1%-11.5%0.009%
2/13/2024Crossmark Global Holdings Inc.9,598$1.87M0.0%-50.8%0.022%
2/13/2024Stephens Investment Management Group LLC364,171$70.85M1.0%-1.6%0.852%
2/13/2024CIBC Private Wealth Group LLC3,771$734K0.0%+6.2%0.009%
2/13/2024Kodai Capital Management LP255,718$49.75M1.0%N/A0.598%
2/13/2024KBC Group NV837$163K0.0%N/A0.002%
At first glance, this chart looks like nonsense… (Ad)

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2/13/2024California State Teachers Retirement System45,364$8.83M0.0%-4.3%0.106%
2/12/2024Eagle Asset Management Inc.20,228$3.94M0.0%-6.3%0.047%
2/12/2024Alpha DNA Investment Management LLC3,177$618K0.2%N/A0.007%
2/12/2024Capstone Investment Advisors LLC1,545$301K0.0%-26.7%0.004%
2/12/2024Treasurer of the State of North Carolina18,965$3.69M0.0%+1.0%0.044%
2/12/2024 Eaton Financial Holdings Company LLC4,548$885K0.2%-74.8%0.011%
2/12/2024Hsbc Holdings PLC16,913$3.30M0.0%-22.8%0.040%
2/9/2024Westfield Capital Management Co. LP228,078$44.37M0.3%+19.3%0.534%
2/9/2024Primecap Management Co. CA454,650$88.45M0.1%-4.3%1.064%
2/9/2024Sepio Capital LP5,919$1.15M0.1%-11.9%0.014%
2/9/2024InterOcean Capital Group LLC1,795$349K0.0%N/A0.004%
2/9/2024Renaissance Group LLC147,023$28.61M1.2%-9.2%0.344%
2/9/2024Quest Partners LLC3,577$696K0.1%N/A0.008%
2/9/2024Corient Private Wealth LLC10,158$1.98M0.0%+4.2%0.024%
2/9/2024Wells Fargo & Company MN61,927$12.05M0.0%-5.7%0.145%
2/9/2024Coldstream Capital Management Inc.1,623$316K0.0%-4.0%0.004%
2/9/2024PNC Financial Services Group Inc.7,585$1.48M0.0%-1.8%0.018%
2/9/2024BI Asset Management Fondsmaeglerselskab A S18,591$3.62M0.1%N/A0.043%
2/9/2024Norges Bank461,294$89.75M0.0%N/A1.079%
2/8/2024Brown Advisory Inc.616,990$120.04M0.2%-0.5%1.444%
2/8/2024Great Lakes Advisors LLC1,236$240K0.0%N/A0.003%
2/8/2024Panagora Asset Management Inc.114,224$22.22M0.1%-40.4%0.267%
2/8/2024Long Road Investment Counsel LLC28,099$5.74M2.4%+3.7%0.066%
2/8/2024Vanguard Personalized Indexing Management LLC2,529$492K0.0%-40.0%0.006%
2/8/2024Roubaix Capital LLC25,723$5.00M3.5%N/A0.060%
2/8/2024Essex Investment Management Co. LLC523$102K0.0%N/A0.001%
2/8/2024Massachusetts Financial Services Co. MA169,745$33.02M0.0%+8.6%0.397%
2/7/2024Boston Partners40,590$7.62M0.0%-3.4%0.095%
2/7/2024Ieq Capital LLC1,073$209K0.0%N/A0.003%
2/7/2024Principal Financial Group Inc.157,734$30.69M0.0%-13.1%0.369%
2/7/2024Dimensional Fund Advisors LP338,388$65.84M0.0%+2.4%0.792%
2/7/2024BNP Paribas Financial Markets11,604$2.26M0.0%-57.8%0.027%
2/7/2024Teacher Retirement System of Texas10,652$2.07M0.0%-21.3%0.025%
2/7/2024Thompson Siegel & Walmsley LLC60,226$11.72M0.2%-10.9%0.141%
2/7/2024Versor Investments LP8,591$1.67M0.3%N/A0.020%
2/7/2024Principal Securities Inc.159$31K0.0%N/A0.000%
2/7/2024TimesSquare Capital Management LLC288,527$56.13M0.8%+17.4%0.675%
2/6/2024Charles Schwab Investment Management Inc.328,083$63.83M0.0%+2.0%0.768%
2/6/2024Axxcess Wealth Management LLC2,021$393K0.0%-60.3%0.005%
2/6/2024 Amalgamated Bank28,820$5.61M0.0%-1.3%0.067%
2/6/2024 Los Angeles Capital Management LLC1,733$337K0.0%+4.3%0.004%
2/6/2024Natixis Advisors L.P.18,920$3.68M0.0%-32.1%0.044%
2/6/2024Swiss National Bank84,726$16.48M0.0%-10.0%0.198%
2/6/2024Fisher Asset Management LLC17,142$3.34M0.0%+3.6%0.040%
2/6/2024 First Trust Direct Indexing L.P.1,225$238K0.0%+12.3%0.003%
2/6/2024New York Life Investment Management LLC4,898$953K0.0%+7.8%0.011%
2/5/2024Victory Capital Management Inc.9,242$1.80M0.0%+19.4%0.022%
2/5/2024Mach 1 Financial Group LLC2,803$545K0.2%N/A0.007%
2/5/2024Cozad Asset Management Inc.4,731$920K0.1%+8.8%0.011%
2/5/2024AtonRa Partners1,517$295K0.6%-16.4%0.004%
At first glance, this chart looks like nonsense… (Ad)

We can isolate the most bullish dates to buy Netflix each and every year… That’s why one former hedge fund manager calls these dates… “Hotspot Dates”

But if you want the stock with “Hotspot Dates” hitting NEXT WEEK…
2/5/2024Silver Oak Securities Incorporated1,076$209K0.0%N/A0.003%
2/5/2024Retirement Systems of Alabama80,426$15.65M0.1%-0.1%0.188%
2/2/2024Headlands Technologies LLC1,143$222K0.1%-8.0%0.003%
2/2/2024Truist Financial Corp1,699$331K0.0%-25.4%0.004%
2/2/2024Spinnaker Trust65,633$12.77M0.9%+387.3%0.154%
2/2/2024Wisconsin Capital Management LLC29,549$5.75M3.4%+3.2%0.069%
2/2/2024Atria Wealth Solutions Inc.1,169$227K0.0%-5.0%0.003%
2/2/2024Watershed Asset Management L.L.C.1,529$297K0.3%+15.6%0.004%
2/2/2024Harvest Fund Management Co. Ltd741$144K0.0%-45.3%0.002%
2/1/2024Yousif Capital Management LLC19,863$3.86M0.0%-1.5%0.046%
(Data available from 1/1/2016 forward)

WEX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WEX shares?

During the previous two years, 394 institutional investors and hedge funds held shares of WEX. The most heavily invested institutionals were Vanguard Group Inc. ($816.92M), BlackRock Inc. ($698.98M), Wellington Management Group LLP ($607.48M), Impactive Capital LP ($387.26M), Par Capital Management Inc. ($359.92M), Morgan Stanley ($350.19M), and JPMorgan Chase & Co. ($249.15M).Learn more on WEX's institutional investors.

What percentage of WEX stock is owned by institutional investors?

97.47% of WEX stock is owned by institutional investors. Learn more on WEX's institutional investor holdings.

Which institutional investors have been buying WEX stock?

Of the 322 institutional investors that purchased WEX stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: River Road Asset Management LLC ($759.09K), Loring Wolcott & Coolidge Fiduciary Advisors LLP MA ($504.92K), Norges Bank ($461.29K), Jennison Associates LLC ($317.09K), TimesSquare Capital Management LLC ($311.43K), Kodai Capital Management LP ($255.72K), and Panagora Asset Management Inc. ($190.07K).

How much institutional buying is happening at WEX?

Institutional investors have bought a total of 8,204,955 shares in the last 24 months. This purchase volume represents approximately $1.42B in transactions.

Which WEX major shareholders have been selling company stock?

Of the 232 institutional investors that sold WEX stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($1.07M), Neuberger Berman Group LLC ($492.15K), Rockefeller Capital Management L.P. ($453.99K), Wellington Management Group LLP ($414.46K), Bank of New York Mellon Corp ($345.30K), Anomaly Capital Management LP ($333.49K), and Premier Fund Managers Ltd ($247.79K).

How much institutional selling is happening at WEX?

Institutional investors have sold a total of 7,133,198 shares in the last 24 months. This volume of shares sold represents approximately $1.20B in transactions.


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This page (NYSE:WEX) was last updated on 4/25/2024 by MarketBeat.com Staff

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