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WEX
WEX

Overview Fund Activity

264 hedge funds and large institutions have $6.74B invested in WEX in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 86 increasing their positions, 87 reducing their positions, and 13 closing their positions.

Holders
264
Holders Change
+44
Holders Change %
+20%
% of All Funds
6%
Holding in Top 10
10
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+233.33%
% of All Funds
0.23%
New
57
Increased
86
Reduced
87
Closed
13
Calls
$16.9M
Puts
$17.2M
Net Calls
-$323K
Net Calls Change
-$1.75M

Top Buyers

1
FCM
1
Frontier Capital Management
Massachusetts
$66.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$160M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$60.1M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$268M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$165M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$52.9M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$38.2M
3
LCM
3
Laurion Capital Management
New York
$438K
4
Deutsche Bank
4
Deutsche Bank
Germany
$36.6M
5
WP
5
Warburg Pincus
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
QI
226
QS Investors
New York
$56K 400 – –
CCM
227
Cribstone Capital Management
Maine
$48K 340 – –
TRCT
228
Tower Research Capital (TRC)
New York
$40K 281 -1,214 -81%
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$40K 285 – –
AIL
230
AGF Investments LLC
Ontario, Canada
$38K 270 -110 -29%
CFG
231
Citizens Financial Group
Rhode Island
$36K 257 +257 New
Bessemer Group
232
Bessemer Group
New Jersey
$35K 243 -21 -8%
WA
233
WealthTrust-Arizona
Arizona
$32K 226 +226 New
YWP
234
YorkBridge Wealth Partners
New York
$29K 200 – –
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$29K 206 +206 New
FHA
236
First Horizon Advisors
Tennessee
$28K 196 – –
CAPTRUST Financial Advisors
237
CAPTRUST Financial Advisors
North Carolina
$23K 164 +164 New
DCM
238
Delpha Capital Management
New York
$22K 158 +158 New
PVH
239
Psagot Value Holdings
Israel
$20K 180 +180 New
SWM
240
SeaCrest Wealth Management
New York
$16K 110 +110 New
BTIS
241
BB&T Investment Services
North Carolina
$14K 95 +95 New
VCM
242
Vigilant Capital Management
Maine
$14K 100 +100 New
RFC
243
Regions Financial Corp
Alabama
$13K 90 +90 New
WAM
244
Wealthspire Advisors (Maryland)
Maryland
$12K 87 – –
STA
245
Summit Trail Advisors
New York
$11K 70 +70 New
GAM
246
Gemmer Asset Management
California
$10K 72 – –
IA
247
IFP Advisors
Florida
$10K 68 +5 +8%
LNB
248
Ledyard National Bank
$9K 61 – –
AF
249
Advisornet Financial
Minnesota
$8K 54 +54 New
WCBA
250
Weaver C. Barksdale & Associates
Tennessee
$7K 52 -8 -13%
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10
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