WEX icon

WEX
WEX

Overview Fund Activity

320 hedge funds and large institutions have $8.19B invested in WEX in 2018 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 113 increasing their positions, 105 reducing their positions, and 22 closing their positions.

Holders
320
Holders Change
+42
Holders Change %
+15.11%
% of All Funds
7.34%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
64
Increased
113
Reduced
105
Closed
22
Calls
$39M
Puts
$9.52M
Net Calls
+$29.5M
Net Calls Change
+$30.1M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$66.5M
2
ESCM
2
Echo Street Capital Management
New York
$38.4M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$34M
4
Norges Bank
4
Norges Bank
Norway
$32.7M
5
TCIM
5
TIAA CREF Investment Management
New York
$49.1M

Top Sellers

1
TCM
1
TimesSquare Capital Management
New York
$104M
2
ACM
2
Atlanta Capital Management
Georgia
$471M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$196M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$276M
5
CIP
5
Champlain Investment Partners
Vermont
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
276
Cribstone Capital Management
Maine
$65K 340 – –
Northwestern Mutual Wealth Management
277
Northwestern Mutual Wealth Management
Wisconsin
$64K 335 +43 +15%
HFM
278
Harvest Fund Management
China
$56K 296 +296 New
Bessemer Group
279
Bessemer Group
New Jersey
$46K 243 – –
Simplex Trading
280
Simplex Trading
Illinois
$46K 242 +242 New
ASN
281
Advisory Services Network
Georgia
$45K 226 -1,724 -88%
WA
282
WealthTrust-Arizona
Arizona
$42K 218 – –
YWP
283
YorkBridge Wealth Partners
New York
$38K 200 – –
FHA
284
First Horizon Advisors
Tennessee
$37K 193 -3 -2%
S
285
SignatureFD
Georgia
$31K 161 – –
ADL
286
Asset Dedication LLC
California
$24K 128 +128 New
Fifth Third Bancorp
287
Fifth Third Bancorp
Ohio
$23K 120 – –
PCG
288
Private Capital Group
Connecticut
$20K 108 -14 -11%
SWM
289
SeaCrest Wealth Management
New York
$20K 105 -5 -5%
VCM
290
Vigilant Capital Management
Maine
$19K 100 -63 -39%
OIA
291
Optimum Investment Advisors
Illinois
$19K 100 – –
HMS
292
Hanseatic Management Services
New Mexico
$19K 98 – –
IA
293
IFP Advisors
Florida
$19K 98 +30 +44%
BAM
294
Barrett Asset Management
New York
$19K 100 +100 New
PFBT
295
Parkside Financial Bank & Trust
Missouri
$17K 89 +25 +39%
SWA
296
Sutton Wealth Advisors
Florida
$14.3K 75 +75 New
GAM
297
Gemmer Asset Management
California
$14K 72 – –
FHA
298
Flagship Harbor Advisors
Massachusetts
$14K 78 +78 New
CAPTRUST Financial Advisors
299
CAPTRUST Financial Advisors
North Carolina
$12K 64 -95 -60%
LNB
300
Ledyard National Bank
$12K 61 – –
10 11
12
13 14