WEX icon

WEX
WEX

Overview Fund Activity

351 hedge funds and large institutions have $6.09B invested in WEX in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 112 increasing their positions, 133 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
6.07%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
49
Increased
112
Reduced
133
Closed
48
Calls
$98.2M
Puts
$37.6M
Net Calls
+$60.6M
Net Calls Change
-$13M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$969M
2
Millennium Management
2
Millennium Management
New York
$93M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$28.3M
4
RRAM
4
River Road Asset Management
Kentucky
$25.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$31.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$421M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$49.5M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$55.2M
4
HRCM
4
Hood River Capital Management
Florida
$0
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$53.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
251
Atria Wealth Solutions
New York
$263K +$263K +2,068 New
JCIA
252
Jackson Creek Investment Advisors
Colorado
$261K -$14.7K -116 -5%
BFM
253
Boothbay Fund Management
New York
$251K +$251K +1,977 New
BAM
254
Belpointe Asset Management
Nevada
$249K -$37.1K -292 -13%
CIP
255
Convergence Investment Partners
Florida
$249K -$36.9K -291 -13%
TI
256
Tidal Investments
Wisconsin
$249K +$85K +669 +52%
Truist Financial
257
Truist Financial
North Carolina
$247K +$31.5K +248 +15%
WIC
258
Woodmont Investment Counsel
Tennessee
$244K – – –
II
259
Inspire Investing
Idaho
$242K +$32.8K +259 +16%
PI
260
PineBridge Investments
New York
$238K – – –
CFAM
261
Coury Firm Asset Management
Pennsylvania
$235K – – –
CCA
262
Cadent Capital Advisors
Oklahoma
$231K – – –
BNP Paribas Financial Markets
263
BNP Paribas Financial Markets
France
$228K -$399K -3,144 -64%
AWM
264
Apollon Wealth Management
South Carolina
$228K +$31.3K +247 +16%
Pacer Advisors
265
Pacer Advisors
Pennsylvania
$226K +$226K +1,782 New
WAM
266
Watershed Asset Management
California
$225K +$225K +1,774 New
TCM
267
Teza Capital Management
Illinois
$220K +$220K +1,732 New
D.E. Shaw & Co
268
D.E. Shaw & Co
New York
$220K +$220K +1,737 New
CC
269
Chicago Capital
Illinois
$219K – – –
RJFSA
270
Raymond James Financial Services Advisors
Florida
$219K +$40.3K +318 +23%
PA
271
Profund Advisors
Maryland
$214K -$22.6K -178 -10%
M&T Bank
272
M&T Bank
New York
$212K -$21K -167 -9%
CIBC Asset Management
273
CIBC Asset Management
Ontario, Canada
$210K – – –
IC
274
IEQ Capital
California
$207K +$207K +1,628 New
QT
275
Quantamental Technologies
New York
$201K +$201K +1,581 New
9 10
11
12 13