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WEX
WEX

Overview Fund Activity

278 hedge funds and large institutions have $7.06B invested in WEX in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 103 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+14
Holders Change %
+5.3%
% of All Funds
6.38%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.21%
New
40
Increased
94
Reduced
103
Closed
23
Calls
$4.42M
Puts
$5.09M
Net Calls
-$674K
Net Calls Change
-$351K

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$63.1M
2
Victory Capital Management
Victory Capital Management
Texas
+$40.9M
3
FCM
Frontier Capital Management
Massachusetts
+$40.5M
4
Ameriprise
Ameriprise
Minnesota
+$34.4M
5
Renaissance Technologies
Renaissance Technologies
New York
+$31.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$303M
2
CIP
Champlain Investment Partners
Vermont
-$132M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$102M
4
TCM
TimesSquare Capital Management
New York
-$33.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
251
Vigilant Capital Management
Maine
$26K +$10K +63 +63%
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$25K -$786 -5 -3%
S
253
SignatureFD
Georgia
$25K +$25K +161 New
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$19K -$13.6K -86 -42%
PCG
255
Private Capital Group
Connecticut
$19K +$3.43K +22 +22%
SWM
256
SeaCrest Wealth Management
New York
$17K – – –
OIA
257
Optimum Investment Advisors
Illinois
$16K +$16K +100 New
HMS
258
Hanseatic Management Services
New Mexico
$15K +$15K +98 New
Norges Bank
259
Norges Bank
Norway
$11K -$5.23M -33,306 -100%
GAM
260
Gemmer Asset Management
California
$11K – – –
IA
261
IFP Advisors
Florida
$10K – – –
LNB
262
Ledyard National Bank
$10K – – –
PFBT
263
Parkside Financial Bank & Trust
Missouri
$10K +$10K +64 New
WAM
264
Wealthspire Advisors (Maryland)
Maryland
$8K -$5.39K -35 -40%
AF
265
Advisornet Financial
Minnesota
$8K – – –
TCM
266
Tradewinds Capital Management
Washington
$8K – – –
QCG
267
Quadrant Capital Group
Ohio
$6K – – –
CHC
268
City Holding Co
West Virginia
$5K – – –
GTAM
269
Global Trust Asset Management
Florida
$5K – – –
TDC
270
Thompson Davis & Co
Virginia
$5K +$5K +30 New
RFC
271
Regions Financial Corp
Alabama
$4K -$9.85K -64 -71%
ST
272
Smithfield Trust
Pennsylvania
$4K – – –
CFD
273
Creative Financial Designs
Indiana
$2K – – –
SWP
274
Stratos Wealth Partners
Ohio
$2K – – –
VCM
275
Versant Capital Management
Arizona
$1K – – –
9 10
11
12 13