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WEX
WEX

Overview Fund Activity

341 hedge funds and large institutions have $6.16B invested in WEX in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 115 increasing their positions, 110 reducing their positions, and 45 closing their positions.

Holders
341
Holders Change
+11
Holders Change %
+3.33%
% of All Funds
5.27%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
60
Increased
115
Reduced
110
Closed
45
Calls
$9.62M
Puts
$21.1M
Net Calls
-$11.5M
Net Calls Change
+$25.7M

Top Buyers

1
HVCM
1
HG Vora Capital Management
New York
$70.2M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$553M
3
Ameriprise
3
Ameriprise
Minnesota
$67.9M
4
IC
4
Impactive Capital
New York
$154M
5
PCM
5
PAR Capital Management
Massachusetts
$239M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$332M
2
WA
2
Wasatch Advisors
Utah
$0
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$178M
4
AIM
4
Artemis Investment Management
United Kingdom
$24.6M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$551K
Name Market Value Shares Shares
Change 		Shares
Change %
PI
226
PEAK6 Investments
Illinois
$354K 2,520 +2,520 New
HighTower Advisors
227
HighTower Advisors
Illinois
$345K 2,449 -52 -2%
WGAM
228
Wilkinson Global Asset Management
New York
$344K 2,450 – –
SCM
229
Shelton Capital Management
Colorado
$343K 2,445 – –
Cambridge Investment Research Advisors
230
Cambridge Investment Research Advisors
Iowa
$342K 2,437 -179 -7%
AWM
231
Apollon Wealth Management
South Carolina
$342K 2,435 +2,435 New
TCM
232
Teza Capital Management
Illinois
$331K 2,355 +2,355 New
BAM
233
Belpointe Asset Management
Nevada
$330K 2,350 -400 -15%
BA
234
Bridgewater Associates
Connecticut
$326K 2,325 +2,325 New
WT
235
Whittier Trust
California
$317K 2,261 -108 -5%
PA
236
Profund Advisors
Maryland
$315K 2,243 -154 -6%
QT
237
Quantamental Technologies
New York
$312K 2,225 +2,225 New
RJT
238
Raymond James Trust
Florida
$308K 2,198 -52 -2%
BCFD
239
Boit C.F. David
$272K 1,940 +200 +11%
WIC
240
Woodmont Investment Counsel
Tennessee
$270K 1,925 -123 -6%
FRM
241
Fox Run Management
Connecticut
$269K 1,916 +1,916 New
KeyBank National Association
242
KeyBank National Association
Ohio
$264K 1,884 -231 -11%
CCA
243
Cadent Capital Advisors
Oklahoma
$255K 1,819 -66 -4%
A
244
Astrantus
Cyprus
$250K 1,782 +1,782 New
CIBC Asset Management
245
CIBC Asset Management
Ontario, Canada
$249K 1,776 +39 +2%
II
246
Inspire Investing
Idaho
$249K 1,775 +410 +30%
CC
247
Chicago Capital
Illinois
$248K 1,768 -42 -2%
CFAM
248
Coury Firm Asset Management
Pennsylvania
$246K 1,755 +1,755 New
CCM
249
Coldstream Capital Management
Washington
$245K 1,742 +1,742 New
WDA
250
Wendell David Associates
New Hampshire
$236K 1,683 +75 +5%
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10
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