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WEX
WEX

Overview Fund Activity

352 hedge funds and large institutions have $6.85B invested in WEX in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 115 increasing their positions, 120 reducing their positions, and 45 closing their positions.

Holders
352
Holders Change
-12
Holders Change %
-3.3%
% of All Funds
5.95%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
41
Increased
115
Reduced
120
Closed
45
Calls
$118M
Puts
$44.2M
Net Calls
+$73.6M
Net Calls Change
-$15M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$568M
2
Morgan Stanley
2
Morgan Stanley
New York
$78M
3
ACM
3
Anomaly Capital Management
New York
$89M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$31.4M
5
IC
5
Impactive Capital
New York
$331M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$573M
2
Bessemer Group
2
Bessemer Group
New Jersey
$110M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$211M
5
AIM
5
Artemis Investment Management
United Kingdom
$5.25M
Name Market Value Shares Shares
Change 		Shares
Change %
M&T Bank
251
M&T Bank
New York
$288K 1,851 +338 +22%
CCA
252
Cadent Capital Advisors
Oklahoma
$283K 1,819 – –
TIS
253
Tortoise Index Solutions
Kansas
$275K 1,768 +86 +5%
RJT
254
Raymond James Trust
Florida
$273K 1,758 +318 +22%
CC
255
Chicago Capital
Illinois
$269K 1,728 -40 -2%
FRM
256
Fox Run Management
Connecticut
$265K 1,701 -2,573 -60%
Truist Financial
257
Truist Financial
North Carolina
$263K 1,694 +538 +47%
CIBC Asset Management
258
CIBC Asset Management
Ontario, Canada
$257K 1,655 -121 -7%
II
259
Inspire Investing
Idaho
$257K 1,650 +3 +0.2%
CMBA
260
C.M. Bidwell & Associates
Hawaii
$243K 1,560 -195 -11%
AWM
261
Apollon Wealth Management
South Carolina
$241K 1,551 -1,263 -45%
PAM
262
Panagora Asset Management
Massachusetts
$236K 1,520 – –
EWM
263
Evercore Wealth Management
New York
$236K 1,516 – –
OAM
264
Oppenheimer Asset Management
New York
$229K 1,472 -18 -1%
American Century Companies
265
American Century Companies
Missouri
$227K 1,459 +1,459 New
CT
266
Chicago Trust
Illinois
$226K 1,455 – –
CAPTRUST Financial Advisors
267
CAPTRUST Financial Advisors
North Carolina
$225K 1,446 -488 -25%
Mercer Global Advisors
268
Mercer Global Advisors
Colorado
$224K 1,440 +1,440 New
XT
269
XTX Topco
Cayman Islands
$219K 1,407 +1,407 New
RJFSA
270
Raymond James Financial Services Advisors
Florida
$219K 1,411 +1,411 New
KeyBank National Association
271
KeyBank National Association
Ohio
$218K 1,401 -635 -31%
NAM
272
NorthCrest Asset Manangement
Minnesota
$218K 1,399 +1,399 New
Stifel Financial
273
Stifel Financial
Missouri
$218K 1,401 +1,401 New
CP
274
CenterBook Partners
Connecticut
$212K 1,362 +1,362 New
TCA
275
Transcend Capital Advisors
New Jersey
$211K 1,354 – –
9 10
11
12 13