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WEX
WEX

Overview Fund Activity

344 hedge funds and large institutions have $8.7B invested in WEX in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 113 increasing their positions, 119 reducing their positions, and 35 closing their positions.

Holders
344
Holders Change
+4
Holders Change %
+1.18%
% of All Funds
7.56%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
40
Increased
113
Reduced
119
Closed
35
Calls
$88.5M
Puts
$93.7M
Net Calls
-$5.16M
Net Calls Change
-$19.9M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$53.7M
2
WJWM
2
Williams Jones Wealth Management
New York
$48M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$235M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$64.1M
5
CC
5
Carlson Capital
Texas
$31.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.2M
2
MCM
2
Moore Capital Management
New York
$0
3
JCM
3
Junto Capital Management
New York
$0
4
USAA
4
United Services Automobile Association
Texas
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$45.3M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
276
Parallel Advisors
California
$202K 1,001 – –
IUHSA
277
Itau Unibanco Holding S.A.
Brazil
$137K 660 – –
NL
278
NVWM LLC
Pennsylvania
$134K 665 +665 New
ASN
279
Advisory Services Network
Georgia
$110K 529 – –
QI
280
QS Investors
New York
$81K 400 – –
UCFA
281
United Capital Financial Advisors
Texas
$79K 392 +392 New
RCAG
282
Rehmann Capital Advisory Group
Michigan
$74.2K 367 -16 -4%
TRCT
283
Tower Research Capital (TRC)
New York
$69K 339 -325 -49%
CCM
284
Cribstone Capital Management
Maine
$69K 340 – –
PCM
285
Prelude Capital Management
New York
$66K 325 +279 +607%
DWA
286
Dougherty Wealth Advisers
Minnesota
$59K 290 – –
IA
287
IFP Advisors
Florida
$56K 265 +265 New
Northwestern Mutual Wealth Management
288
Northwestern Mutual Wealth Management
Wisconsin
$51K 250 – –
Fifth Third Bancorp
289
Fifth Third Bancorp
Ohio
$37K 182 +123 +208%
LC
290
Lindbrook Capital
California
$35K 172 +10 +6%
CFGS
291
Concourse Financial Group Securities
Alabama
$35K 175 +15 +9%
CT
292
Clearstead Trust
Maine
$34K 169 – –
MPWT
293
MassMutual Private Wealth & Trust
Connecticut
$34K 167 – –
S
294
SignatureFD
Georgia
$33K 161 – –
Rockefeller Capital Management
295
Rockefeller Capital Management
New York
$30K 149 +110 +282%
FAM
296
Fred Alger Management
New York
$29K 145 +70 +93%
CIA
297
CSat Investment Advisory
Michigan
$26K 127 +23 +22%
PHK
298
Point72 Hong Kong
Hong Kong
$25K 126 -644 -84%
PFBT
299
Parkside Financial Bank & Trust
Missouri
$25K 122 – –
AF
300
Advisornet Financial
Minnesota
$25K 125 +12 +11%
10 11
12
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