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WEX
WEX

Overview Fund Activity

401 hedge funds and large institutions have $7.87B invested in WEX in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 148 increasing their positions, 131 reducing their positions, and 24 closing their positions.

Holders
401
Holders Change
+39
Holders Change %
+10.77%
% of All Funds
6.42%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
66
Increased
148
Reduced
131
Closed
24
Calls
$56.8M
Puts
$4.91M
Net Calls
+$51.9M
Net Calls Change
-$25.9M

Top Buyers

1
LWCFA
1
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$133M
2
RG
2
Renaissance Group
Kentucky
$23.4M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$22.6M
4
ICM
4
Invenomic Capital Management
Massachusetts
$36.9M
5
FCM
5
Freshford Capital Management
New York
$16.6M

Top Sellers

1
WP
1
Warburg Pincus
New York
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$572M
3
ACM
3
Anomaly Capital Management
New York
$0
4
Millennium Management
4
Millennium Management
New York
$28.8M
5
IC
5
Impactive Capital
New York
$387M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
226
Osaic Holdings
Arizona
$651K 3,541 -330 -9%
First Manhattan
227
First Manhattan
New York
$640K 3,478 -23 -0.7%
MSRPS
228
Maryland State Retirement & Pension System
Maryland
$619K 3,367 – –
WG
229
Winton Group
United Kingdom
$597K 3,248 +3,248 New
BNP Paribas Financial Markets
230
BNP Paribas Financial Markets
France
$581K 3,162 +1,506 +91%
FC
231
FORA Capital
Florida
$580K 3,154 +3,154 New
HW
232
Hancock Whitney
Mississippi
$568K 3,090 +3,090 New
TC
233
TownSquare Capital
Utah
$553K 3,006 +61 +2%
CIP
234
Cornerstone Investment Partners
Georgia
$548K 2,980 +55 +2%
PA
235
Procyon Advisors
Connecticut
$545K 2,966 +35 +1%
Cambridge Investment Research Advisors
236
Cambridge Investment Research Advisors
Iowa
$538K 2,925 +267 +10%
CC
237
Centiva Capital
New York
$538K 2,925 -3,541 -55%
Truist Financial
238
Truist Financial
North Carolina
$530K 2,882 -134 -4%
GC
239
Guggenheim Capital
Illinois
$525K 2,853 +359 +14%
WPW
240
Waldron Private Wealth
Pennsylvania
$522K 2,841 +2,841 New
MC
241
Maverick Capital
Texas
$514K 2,797 +121 +5%
EAM
242
Eukles Asset Management
Ohio
$496K 2,696 -20 -0.7%
ProShare Advisors
243
ProShare Advisors
Maryland
$477K 2,593 -244 -9%
WF
244
Welch & Forbes
Massachusetts
$464K 2,525 – –
SWS
245
SYSTM Wealth Solutions
Illinois
$464K 2,522 -133 -5%
CL
246
CSS LLC
Illinois
$460K 2,500 +2,500 New
OTPPB
247
Ontario Teachers' Pension Plan Board
Ontario, Canada
$458K 2,492 +2,492 New
RJT
248
Raymond James Trust
Florida
$451K 2,449 +107 +5%
WGAM
249
Wilkinson Global Asset Management
New York
$451K 2,450 – –
JPMPWA
250
J.P. Morgan Private Wealth Advisors
California
$449K 2,441 -665 -21%
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10
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