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WEX
WEX

Overview Fund Activity

335 hedge funds and large institutions have $4.56B invested in WEX in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 120 increasing their positions, 111 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-9
Holders Change %
-2.62%
% of All Funds
7.4%
Holding in Top 10
1
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-90.91%
% of All Funds
0.02%
New
63
Increased
120
Reduced
111
Closed
68
Calls
$18.4M
Puts
$17.4M
Net Calls
+$964K
Net Calls Change
+$18M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$59.1M
2
SCM
Steadfast Capital Management
New York
$53.1M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$231M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$160M
5
ACM
Atlanta Capital Management
Georgia
$265M

Top Sellers

1
CAM
Congress Asset Management
Massachusetts
$0
2
Wells Fargo
Wells Fargo
California
$83.4M
3
CTA
Carillon Tower Advisers
Florida
$0
4
FCM
Frontier Capital Management
Massachusetts
$8.45M
5
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
276
Citizens Financial Group
Rhode Island
$28K +$21.6K +204 +334%
TFA
277
Toth Financial Advisory
Virginia
$28K +$28K +265 New
Northwestern Mutual Wealth Management
278
Northwestern Mutual Wealth Management
Wisconsin
$26K -$520 -5 -2%
BCV
279
Banque Cantonale Vaudoise
Switzerland
$26K – – –
SF
280
Synovus Financial
Georgia
$25K +$25K +230 New
SMFS
281
Squar Milner Financial Services
California
$23K -$41.3K -395 -64%
CFGS
282
Concourse Financial Group Securities
Alabama
$23K -$8.05K -78 -26%
DWA
283
Dougherty Wealth Advisers
Minnesota
$22K -$7.81K -76 -26%
AIC
284
Archer Investment Corporation
Indiana
$22K +$5.24K +50 +31%
AssetMark Inc
285
AssetMark Inc
California
$22K +$22K +206 New
SC
286
Solstein Capital
California
$19K – – –
AIM
287
Aigen Investment Management
New York
$19K +$19K +183 New
CIA
288
CSat Investment Advisory
Michigan
$18K +$3K +28 +20%
MPWT
289
MassMutual Private Wealth & Trust
Connecticut
$17K – – –
VFA
290
Valeo Financial Advisors
Indiana
$14K +$1.72K +14 +14%
AF
291
Advisornet Financial
Minnesota
$13K – – –
OIA
292
Optimum Investment Advisors
Illinois
$10K – – –
VCM
293
Vigilant Capital Management
Maine
$10K – – –
ST
294
Smithfield Trust
Pennsylvania
$10K +$7.11K +69 +246%
AAMU
295
Amundi Asset Management US
Massachusetts
$8K -$15.5M -153,234 -100%
Pacer Advisors
296
Pacer Advisors
Pennsylvania
$8K -$1.68M -14,741 -100%
FAM
297
Fred Alger Management
New York
$8K -$6.91K -70 -46%
Credit Agricole
298
Credit Agricole
France
$8K – – –
Fifth Third Bancorp
299
Fifth Third Bancorp
Ohio
$8K +$300 +3 +4%
KFI
300
Key Financial Inc
Pennsylvania
$8K +$8K +77 New
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