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WEX
WEX

Overview Fund Activity

419 hedge funds and large institutions have $9.91B invested in WEX in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 115 increasing their positions, 172 reducing their positions, and 47 closing their positions.

Holders
419
Holders Change
+4
Holders Change %
+0.96%
% of All Funds
6.08%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
56
Increased
115
Reduced
172
Closed
47
Calls
$89.2M
Puts
$10.1M
Net Calls
+$79.1M
Net Calls Change
+$6.47M

Top Buyers

1
LAM
1
Lyrical Asset Management
New York
$210M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$262M
3
Deutsche Bank
3
Deutsche Bank
Germany
$53.2M
4
PCM
4
Penserra Capital Management
California
$15.4M
5
VA
5
Vident Advisory
Georgia
$13.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$465M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$661M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$202M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$8.35M
5
JAM
5
Jupiter Asset Management
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TRCT
251
Tower Research Capital (TRC)
New York
$488K 2,053 -5,539 -73%
MC
252
Maverick Capital
Texas
$486K 2,044 +805 +65%
AIM
253
Aigen Investment Management
New York
$474K 1,996 +1,996 New
RJFSA
254
Raymond James Financial Services Advisors
Florida
$468K 1,972 +79 +4%
MAP
255
Moody Aldrich Partners
Massachusetts
$460K 1,936 -12 -0.6%
Two Sigma Investments
256
Two Sigma Investments
New York
$451K 1,900 -7,100 -79%
Walleye Trading
257
Walleye Trading
New York
$450K 1,895 +708 +60%
AWM
258
Apollon Wealth Management
South Carolina
$444K 1,869 -46 -2%
SAM
259
Shell Asset Management
Netherlands
$440K 2,484 -249 -9%
SCM
260
Shelton Capital Management
Colorado
$438K 1,843 – –
CCA
261
Cadent Capital Advisors
Oklahoma
$432K 1,819 – –
TC
262
Truvestments Capital
Florida
$432K 1,819 +271 +18%
XT
263
XTX Topco
Cayman Islands
$430K 1,811 -758 -30%
BS
264
Banco Santander
Spain
$428K 1,803 +1,803 New
ICG
265
InterOcean Capital Group
Tennessee
$426K 1,795 – –
II
266
Inspire Investing
Idaho
$412K 1,735 -479 -22%
Los Angeles Capital Management
267
Los Angeles Capital Management
California
$412K 1,733 – –
CC
268
Chicago Capital
Illinois
$410K 1,728 – –
PA
269
Profund Advisors
Maryland
$402K 1,693 +309 +22%
Cambridge Investment Research Advisors
270
Cambridge Investment Research Advisors
Iowa
$394K 1,659 -23 -1%
CCM
271
Coldstream Capital Management
Washington
$382K 1,607 -16 -1%
O
272
Ossiam
France
$376K 1,585 +1,285 +428%
GC
273
Guggenheim Capital
Illinois
$371K 1,564 +1,564 New
RPCONE
274
Retirement Planning Company of New England
Rhode Island
$365K 1,535 -20 -1%
BCFD
275
Boit C.F. David
$364K 1,740 – –
9 10
11
12 13