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WEX
WEX

Overview Fund Activity

419 hedge funds and large institutions have $9.91B invested in WEX in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 115 increasing their positions, 172 reducing their positions, and 47 closing their positions.

Holders
419
Holders Change
+4
Holders Change %
+0.96%
% of All Funds
6.08%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
56
Increased
115
Reduced
172
Closed
47
Calls
$89.2M
Puts
$10.1M
Net Calls
+$79.1M
Net Calls Change
+$6.47M

Top Buyers

1
LAM
1
Lyrical Asset Management
New York
$210M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$262M
3
Deutsche Bank
3
Deutsche Bank
Germany
$53.2M
4
PCM
4
Penserra Capital Management
California
$15.4M
5
VA
5
Vident Advisory
Georgia
$13.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$465M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$661M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$202M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$8.35M
5
JAM
5
Jupiter Asset Management
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DTL
226
Dynamic Technology Lab
Singapore
$701K 2,950 +2,950 New
PWG
227
Portside Wealth Group
Utah
$693K 2,917 -1 -0%
FT
228
Fiduciary Trust
Massachusetts
$690K 2,905 – –
GCM
229
Gator Capital Management
Florida
$665K 2,801 +2,801 New
LI
230
LMCG Investments
Massachusetts
$665K 2,800 -1,199 -30%
QI
231
Qtron Investments
Massachusetts
$663K 2,790 – –
CPBTD
232
Central Pacific Bank - Trust Division
Hawaii
$652K 2,749 +2,749 New
EAM
233
Eukles Asset Management
Ohio
$650K 2,738 -1 -0%
Amundi
234
Amundi
France
$621K 2,699 +27 +1%
SWS
235
SYSTM Wealth Solutions
Illinois
$619K 2,607 -329 -11%
GC
236
Globeflex Capital
California
$618K 2,600 – –
HW
237
Hancock Whitney
Mississippi
$617K 2,597 -245 -9%
WF
238
Welch & Forbes
Massachusetts
$600K 2,525 – –
WGAM
239
Wilkinson Global Asset Management
New York
$582K 2,450 – –
Truist Financial
240
Truist Financial
North Carolina
$578K 2,433 +734 +43%
RJT
241
Raymond James Trust
Florida
$576K 2,423 -33 -1%
CAPTRUST Financial Advisors
242
CAPTRUST Financial Advisors
North Carolina
$569K 2,396 -5,456 -69%
ASN
243
Advisory Services Network
Georgia
$545K 2,296 +1,855 +421%
EI
244
Ethic Inc
New York
$540K 2,273 -330 -13%
EGM
245
Engineers Gate Manager
New York
$537K 2,261 +2,261 New
Envestnet Portfolio Solutions
246
Envestnet Portfolio Solutions
Illinois
$535K 2,253 +299 +15%
Commonwealth Equity Services
247
Commonwealth Equity Services
Massachusetts
$527K 2,217 -112 -5%
BP
248
Ballentine Partners
Massachusetts
$514K 2,166 -23 -1%
DekaBank Deutsche Girozentrale
249
DekaBank Deutsche Girozentrale
Germany
$502K 2,193 – –
ProShare Advisors
250
ProShare Advisors
Maryland
$495K 2,085 -163 -7%
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