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WEX
WEX

Overview Fund Activity

346 hedge funds and large institutions have $7.24B invested in WEX in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 117 increasing their positions, 117 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+11
Holders Change %
+3.28%
% of All Funds
7.11%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
77
Increased
117
Reduced
117
Closed
64
Calls
$56.6M
Puts
$62.2M
Net Calls
-$5.65M
Net Calls Change
-$6.61M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$109M
2
KCM
Kensico Capital Management
Connecticut
+$100M
3
ACM
Atlanta Capital Management
Georgia
+$83M
4
DZ Bank
DZ Bank
Germany
+$73.7M
5
Invesco
Invesco
Georgia
+$55.4M

Top Sellers

1
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$76.6M
2
EAM
Eagle Asset Management
Florida
-$59.4M
3
SCM
Steadfast Capital Management
New York
-$53.1M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$43M
5
Citadel Advisors
Citadel Advisors
Florida
-$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
251
Magnus Financial Group
New York
$268K -$57.5K -348 -18%
IB
252
Intrust Bank
Kansas
$261K -$179K -1,086 -41%
EWM
253
Evercore Wealth Management
New York
$259K -$215K -1,300 -45%
CS
254
Cannell & Spears
New York
$256K +$256K +1,550 New
VI
255
Versor Investments
New York
$248K +$248K +1,504 New
CI
256
Cigna Investments
Connecticut
$238K +$238K +1,442 New
EGM
257
Engineers Gate Manager
New York
$235K -$211K -1,276 -47%
Teacher Retirement System of Texas
258
Teacher Retirement System of Texas
Texas
$235K +$235K +1,424 New
AGM
259
Alpine Global Management
New York
$235K +$235K +1,424 New
Allianz Asset Management
260
Allianz Asset Management
Germany
$234K +$234K +1,420 New
Creative Planning
261
Creative Planning
Kansas
$233K +$233K +1,415 New
PAMU
262
Pictet Asset Management (UK)
United Kingdom
$231K +$231K +1,400 New
MPCG
263
Matrix Private Capital Group
New York
$231K +$231K +1,400 New
M&T Bank
264
M&T Bank
New York
$231K +$231K +1,404 New
CAPTRUST Financial Advisors
265
CAPTRUST Financial Advisors
North Carolina
$224K +$61.9K +380 +38%
TCM
266
Teza Capital Management
Illinois
$222K +$222K +1,346 New
PA
267
Parallel Advisors
California
$218K +$13K +79 +6%
I
268
IberiaBank
Louisiana
$205K +$205K +1,241 New
SAM
269
Silvercrest Asset Management
New York
$205K +$205K +1,244 New
FMT
270
First Mercantile Trust
Tennessee
$200K +$60K +363 +43%
FHA
271
Flagship Harbor Advisors
Massachusetts
$188K +$143K +870 +321%
CG
272
Cutler Group
California
$166K -$44.5K -270 -21%
CCA
273
Column Capital Advisors
Indiana
$139K +$21.5K +131 +18%
QT
274
Quantbot Technologies
New York
$125K -$66.3K -403 -35%
EI
275
Ellevest Inc
New York
$111K +$66.1K +402 +147%
9 10
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