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WEX
WEX

Overview Fund Activity

362 hedge funds and large institutions have $7.05B invested in WEX in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 118 increasing their positions, 129 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+11
Holders Change %
+3.13%
% of All Funds
5.84%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
57
Increased
118
Reduced
129
Closed
39
Calls
$124M
Puts
$45.9M
Net Calls
+$77.8M
Net Calls Change
+$17.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$337M
2
RRAM
2
River Road Asset Management
Kentucky
$91.5M
3
TCM
3
TimesSquare Capital Management
New York
$47.2M
4
Pacer Advisors
4
Pacer Advisors
Pennsylvania
$25.1M
5
LWCFA
5
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$94.1M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$626M
2
Millennium Management
2
Millennium Management
New York
$59.1M
3
ACM
3
Anomaly Capital Management
New York
$40.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$380K
5
Primecap Management
5
Primecap Management
California
$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
226
Guggenheim Capital
Illinois
$408K +$408K +2,494 New
WGAM
227
Wilkinson Global Asset Management
New York
$401K – – –
VPIM
228
Vanguard Personalized Indexing Management
California
$387K -$362K -2,210 -48%
RJT
229
Raymond James Trust
Florida
$383K -$13.6K -83 -3%
Citadel Advisors
230
Citadel Advisors
Florida
$380K -$40.6M -248,248 -99%
YC
231
Yarbrough Capital
Tennessee
$379K – – –
Commonwealth Equity Services
232
Commonwealth Equity Services
Massachusetts
$377K -$24.8K -152 -6%
SCM
233
Shelton Capital Management
Colorado
$370K -$16.7K -102 -4%
BP
234
Ballentine Partners
Massachusetts
$360K -$491 -3 -0.1%
WT
235
Whittier Trust
California
$360K – – –
CP
236
CenterBook Partners
Connecticut
$353K +$353K +2,160 New
HF
237
HRT Financial
New York
$344K +$344K +2,106 New
MAP
238
Moody Aldrich Partners
Massachusetts
$343K -$3.76K -23 -1%
TI
239
Tidal Investments
Wisconsin
$340K +$19.6K +120 +6%
CF
240
CNA Financial
Illinois
$338K -$258K -1,574 -43%
AWS
241
Atria Wealth Solutions
New York
$338K -$491 -3 -0.1%
SAM
242
Shell Asset Management
Netherlands
$335K -$68.1K -416 -17%
BCM
243
Bayesian Capital Management
New York
$332K +$332K +2,030 New
JCIA
244
Jackson Creek Investment Advisors
Colorado
$330K -$5.89K -36 -2%
BAM
245
Belpointe Asset Management
Nevada
$323K +$2.62K +16 +0.8%
CFAM
246
Coury Firm Asset Management
Pennsylvania
$303K – – –
RJFSA
247
Raymond James Financial Services Advisors
Florida
$298K +$15.1K +92 +5%
CCA
248
Cadent Capital Advisors
Oklahoma
$298K – – –
SG Americas Securities
249
SG Americas Securities
New York
$297K -$332K -2,026 -53%
AWM
250
Apollon Wealth Management
South Carolina
$295K +$982 +6 +0.3%
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