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WEX
WEX

Overview Fund Activity

427 hedge funds and large institutions have $8.73B invested in WEX in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 131 increasing their positions, 151 reducing their positions, and 73 closing their positions.

Holders
427
Holders Change
-12
Holders Change %
-2.73%
% of All Funds
6.18%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
62
Increased
131
Reduced
151
Closed
73
Calls
$109M
Puts
$3.27M
Net Calls
+$106M
Net Calls Change
+$16.8M

Top Buyers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$181M
2
SEI Investments
2
SEI Investments
Pennsylvania
$96M
3
SM
3
Sunriver Management
Connecticut
$55.5M
4
IC
4
Impactive Capital
New York
$455M
5
AI
5
Ariel Investments
Illinois
$31.3M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$807M
3
Jennison Associates
3
Jennison Associates
New York
$37.3M
4
Primecap Management
4
Primecap Management
California
$61.2M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$547M
Name Market Value Shares Shares
Change 		Shares
Change %
BP
251
Ballentine Partners
Massachusetts
$446K 2,126 -112 -5%
CIC
252
Cornercap Investment Counsel
Georgia
$441K 2,105 -2,471 -54%
AWM
253
Apollon Wealth Management
South Carolina
$428K 2,041 -13 -0.6%
ASN
254
Advisory Services Network
Georgia
$417K 2,355 – –
MAP
255
Moody Aldrich Partners
Massachusetts
$405K 1,933 -2 -0.1%
BHPW
256
Beverly Hills Private Wealth
California
$404K 1,925 +1,925 New
PTC
257
Petrus Trust Company
Texas
$398K 1,899 +476 +33%
RPCONE
258
Retirement Planning Company of New England
Rhode Island
$387K 1,845 +174 +10%
Commonwealth Equity Services
259
Commonwealth Equity Services
Massachusetts
$386K 1,841 -198 -10%
CCA
260
Cadent Capital Advisors
Oklahoma
$381K 1,819 – –
SA
261
SpiderRock Advisors
Delaware
$378K 1,800 – –
CCM
262
Coldstream Capital Management
Washington
$377K 1,835 +191 +12%
IP
263
Isthmus Partners
Wisconsin
$373K 1,778 +232 +15%
CL
264
Choreo LLC
Illinois
$372K 1,775 +565 +47%
KIA
265
Knollwood Investment Advisory
Maryland
$366K 1,744 – –
CC
266
Chicago Capital
Illinois
$362K 1,728 – –
LCM
267
Legato Capital Management
California
$359K 1,713 +1,713 New
SCM
268
Shelton Capital Management
Colorado
$351K 1,675 – –
Jane Street
269
Jane Street
New York
$350K 1,669 -6,222 -79%
Cambridge Investment Research Advisors
270
Cambridge Investment Research Advisors
Iowa
$347K 1,655 +16 +1%
Osaic Holdings
271
Osaic Holdings
Arizona
$340K 1,621 +338 +26%
SAG
272
SageView Advisory Group
California
$340K 1,619 +1,619 New
RJFSA
273
Raymond James Financial Services Advisors
Florida
$338K 1,612 +18 +1%
TC
274
Truvestments Capital
Florida
$337K 1,608 -314 -16%
FTDI
275
First Trust Direct Indexing
Massachusetts
$330K 1,573 +149 +10%
9 10
11
12 13