WEX icon

WEX
WEX

Overview Fund Activity

415 hedge funds and large institutions have $8.53B invested in WEX in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 126 increasing their positions, 162 reducing their positions, and 45 closing their positions.

Holders
415
Holders Change
+6
Holders Change %
+1.47%
% of All Funds
6.09%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
59
Increased
126
Reduced
162
Closed
45
Calls
$78.1M
Puts
$5.51M
Net Calls
+$72.6M
Net Calls Change
-$3.51M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$746M
2
KCM
2
Kodai Capital Management
Illinois
$49.7M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$607M
4
Handelsbanken Fonder
4
Handelsbanken Fonder
Sweden
$31.9M
5
Millennium Management
5
Millennium Management
New York
$49.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$201M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$91.2M
3
Jennison Associates
3
Jennison Associates
New York
$85.9M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
Bank of America
5
Bank of America
North Carolina
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
VA
226
Vident Advisory
Georgia
$663K 3,406 +1,672 +96%
Twin Tree Management
227
Twin Tree Management
Texas
$662K 3,402 +3,402 New
MSRPS
228
Maryland State Retirement & Pension System
Maryland
$655K 3,367 – –
CIP
229
Cornerstone Investment Partners
Georgia
$638K 3,278 +263 +9%
VI
230
Vestcor Inc
New Brunswick, Canada
$629K 3,232 +159 +5%
ADIM
231
Alpha DNA Investment Management
Maryland
$618K 3,177 +3,177 New
Mariner
232
Mariner
Kansas
$618K 3,176 -346 -10%
AWM
233
AE Wealth Management
Kansas
$615K 2,967 +2,967 New
CC
234
Centiva Capital
New York
$613K 3,150 +2,028 +181%
TC
235
TownSquare Capital
Utah
$609K 3,129 -68 -2%
SWS
236
SYSTM Wealth Solutions
Illinois
$571K 2,936 +411 +16%
PWG
237
Portside Wealth Group
Utah
$568K 2,918 -11 -0.4%
FT
238
Fiduciary Trust
Massachusetts
$565K 2,905 – –
HW
239
Hancock Whitney
Mississippi
$553K 2,842 -80 -3%
WPW
240
Waldron Private Wealth
Pennsylvania
$548K 2,816 -25 -0.9%
M1FG
241
Mach-1 Financial Group
Arkansas
$545K 2,803 +2,803 New
QI
242
Qtron Investments
Massachusetts
$543K 2,790 – –
EAM
243
Eukles Asset Management
Ohio
$533K 2,739 -7 -0.3%
SAM
244
Shell Asset Management
Netherlands
$532K 2,733 -818 -23%
Amundi
245
Amundi
France
$531K 2,672 -379 -12%
ACM
246
Aquatic Capital Management
Illinois
$525K 2,700 +2,700 New
EI
247
Ethic Inc
New York
$506K 2,603 +1,370 +111%
GC
248
Globeflex Capital
California
$506K 2,600 – –
XT
249
XTX Topco
Cayman Islands
$500K 2,569 -1,409 -35%
VPIM
250
Vanguard Personalized Indexing Management
California
$492K 2,529 -1,685 -40%
8 9
10
11 12