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WEX
WEX

Overview Fund Activity

344 hedge funds and large institutions have $8.7B invested in WEX in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 113 increasing their positions, 119 reducing their positions, and 35 closing their positions.

Holders
344
Holders Change
+4
Holders Change %
+1.18%
% of All Funds
7.56%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
40
Increased
113
Reduced
119
Closed
35
Calls
$88.5M
Puts
$93.7M
Net Calls
-$5.16M
Net Calls Change
-$19.9M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$53.7M
2
WJWM
2
Williams Jones Wealth Management
New York
$48M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$235M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$64.1M
5
CC
5
Carlson Capital
Texas
$31.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.2M
2
MCM
2
Moore Capital Management
New York
$0
3
JCM
3
Junto Capital Management
New York
$0
4
USAA
4
United Services Automobile Association
Texas
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$45.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC Asset Management
251
CIBC Asset Management
Ontario, Canada
$322K 1,594 – –
RJT
252
Raymond James Trust
Florida
$319K 1,577 +155 +11%
CS
253
Cannell & Spears
New York
$313K 1,550 – –
AWM
254
Avior Wealth Management
Nebraska
$311K 1,540 +1,540 New
PAM
255
Panagora Asset Management
Massachusetts
$307K 1,520 – –
N
256
Natixis
France
$307K 1,521 +264 +21%
AG
257
Advisor Group
Arizona
$295K 1,460 -15 -1%
BIM
258
Bridges Investment Management
Nebraska
$295K 1,460 +465 +47%
Commonwealth Equity Services
259
Commonwealth Equity Services
Massachusetts
$287K 1,424 -45 -3%
Stifel Financial
260
Stifel Financial
Missouri
$287K 1,408 -23 -2%
M&T Bank
261
M&T Bank
New York
$283K 1,400 +41 +3%
SG Americas Securities
262
SG Americas Securities
New York
$268K 1,324 -20,756 -94%
CWM
263
Calamos Wealth Management
Illinois
$258K 1,277 – –
MC
264
Machina Capital
France
$258K 1,279 +581 +83%
AR
265
Advisory Research
Illinois
$251K 1,240 -399 -24%
FCI
266
Financial Counselors Inc
Kansas
$251K 1,240 +212 +21%
CA
267
Claar Advisors
New York
$248K 1,225 -1,225 -50%
CI
268
Cigna Investments
Connecticut
$245K 1,290 +27 +2%
SAM
269
Silvercrest Asset Management
New York
$235K 1,163 +158 +16%
ACM
270
Alta Capital Management
Utah
$231K 1,145 -245 -18%
TIS
271
Tortoise Index Solutions
Kansas
$225K 1,112 +430 +63%
QSS
272
Quantitative Systematic Strategies
Florida
$221K 1,094 -5,400 -83%
STMM
273
South Texas Money Management
Texas
$213K 1,056 +1,056 New
FDCDDQ
274
Federation des caisses Desjardins du Quebec
Quebec, Canada
$204K 1,010 -69 -6%
ECM
275
ExodusPoint Capital Management
New York
$203K 1,005 +1,005 New
9 10
11
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