WEX icon

WEX
WEX

Overview Fund Activity

335 hedge funds and large institutions have $4.56B invested in WEX in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 120 increasing their positions, 111 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-9
Holders Change %
-2.62%
% of All Funds
7.4%
Holding in Top 10
1
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-90.91%
% of All Funds
0.02%
New
63
Increased
120
Reduced
111
Closed
68
Calls
$18.4M
Puts
$17.4M
Net Calls
+$964K
Net Calls Change
+$18M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$59.1M
2
SCM
Steadfast Capital Management
New York
$53.1M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$231M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$160M
5
ACM
Atlanta Capital Management
Georgia
$265M

Top Sellers

1
CAM
Congress Asset Management
Massachusetts
$0
2
Wells Fargo
Wells Fargo
California
$83.4M
3
CTA
Carillon Tower Advisers
Florida
$0
4
FCM
Frontier Capital Management
Massachusetts
$8.45M
5
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
226
Janney Capital Management
Pennsylvania
$279K -$23.7K -226 -8%
IB
227
Intrust Bank
Kansas
$279K +$136K +1,302 +95%
LIA
228
LS Investment Advisors
Michigan
$278K – – –
SCM
229
Shelton Capital Management
Colorado
$276K -$13K -124 -4%
Jane Street
230
Jane Street
New York
$271K +$271K +2,588 New
WF
231
Welch & Forbes
Massachusetts
$264K – – –
Fiera Capital (Canada)
232
Fiera Capital (Canada)
Quebec, Canada
$258K – – –
KeyBank National Association
233
KeyBank National Association
Ohio
$256K -$177K -1,691 -41%
OC
234
Oppenheimer & Co
New York
$246K -$15.1K -144 -6%
PA
235
Procyon Advisors
Connecticut
$243K +$36.7K +351 +18%
DTL
236
Dynamic Technology Lab
Singapore
$241K +$241K +2,301 New
VAS
237
Vestmark Advisory Solutions
Massachusetts
$239K +$239K +2,285 New
HSBC Holdings
238
HSBC Holdings
United Kingdom
$232K +$92.3K +880 +66%
WT
239
Whittier Trust
California
$227K -$94.1K -900 -29%
SCA
240
Summit Creek Advisors
Minnesota
$225K +$9.42K +90 +4%
EAM
241
Eukles Asset Management
Ohio
$222K +$7.93K +76 +4%
WA
242
Wasatch Advisors
Utah
$222K +$112K +1,067 +101%
WIC
243
Woodmont Investment Counsel
Tennessee
$222K +$222K +2,125 New
RJT
244
Raymond James Trust
Florida
$215K +$49.3K +470 +30%
Cambridge Investment Research Advisors
245
Cambridge Investment Research Advisors
Iowa
$209K -$9.94K -95 -5%
HighTower Advisors
246
HighTower Advisors
Illinois
$207K -$218K -2,089 -51%
MFG
247
Magnus Financial Group
New York
$206K +$13.3K +127 +7%
ZB
248
Zions Bancorporation
Utah
$199K +$27.6K +264 +16%
TIS
249
Tortoise Index Solutions
Kansas
$171K +$6.48K +62 +4%
PAM
250
Panagora Asset Management
Massachusetts
$170K +$836 +8 +0.5%
8 9
10
11 12