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WEX
WEX

Overview Fund Activity

337 hedge funds and large institutions have $8.46B invested in WEX in 2018 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 131 increasing their positions, 104 reducing their positions, and 31 closing their positions.

Holders
337
Holders Change
+17
Holders Change %
+5.31%
% of All Funds
7.72%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
50
Increased
131
Reduced
104
Closed
31
Calls
$30.9M
Puts
$16.3M
Net Calls
+$14.6M
Net Calls Change
-$14.9M

Top Buyers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$89.4M
2
BlackRock
2
BlackRock
New York
$747M
3
Victory Capital Management
3
Victory Capital Management
Texas
$132M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$768M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$771M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$35.7M
3
ACM
3
Atlanta Capital Management
Georgia
$458M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$12.7M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WT
276
Whittier Trust
California
$195K 970 – –
C
277
Cerebellum
California
$190K 944 – –
PA
278
Parallel Advisors
California
$166K 826 +826 New
JA
279
JOYN Advisors
Georgia
$103K 515 -70 -12%
TPWA
280
TRUE Private Wealth Advisors
Oregon
$103K 513 +513 New
HFM
281
Harvest Fund Management
China
$98K 490 +194 +66%
AA
282
Ancora Advisors
Ohio
$95K 472 +472 New
FAM
283
Fred Alger Management
New York
$92K 457 +38 +9%
FANJ
284
Financial Architects (New Jersey)
New Jersey
$91K 455 – –
RCAG
285
Rehmann Capital Advisory Group
Michigan
$87.1K 434 -8 -2%
QI
286
QS Investors
New York
$81K 405 – –
CCM
287
Cribstone Capital Management
Maine
$68K 340 – –
Northwestern Mutual Wealth Management
288
Northwestern Mutual Wealth Management
Wisconsin
$57K 285 -50 -15%
Bessemer Group
289
Bessemer Group
New Jersey
$57K 285 +42 +17%
ASN
290
Advisory Services Network
Georgia
$45K 226 – –
WA
291
WealthTrust-Arizona
Arizona
$45K 226 +8 +4%
IA
292
IFP Advisors
Florida
$43K 216 +118 +120%
OWA
293
One Wealth Advisors
California
$41K 202 -485 -71%
YWP
294
YorkBridge Wealth Partners
New York
$40K 200 – –
Parallax Volatility Advisers
295
Parallax Volatility Advisers
California
$33K 165 +165 New
FHA
296
First Horizon Advisors
Tennessee
$32K 157 -36 -19%
S
297
SignatureFD
Georgia
$32K 161 – –
AIL
298
AGF Investments LLC
Ontario, Canada
$28K 140 -49 -26%
WSTAM
299
Wilbanks Smith & Thomas Asset Management
Virginia
$27K 132 +132 New
Fifth Third Bancorp
300
Fifth Third Bancorp
Ohio
$24K 120 – –
10 11
12
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