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WEX
WEX

Overview Fund Activity

351 hedge funds and large institutions have $8.95B invested in WEX in 2020 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 97 increasing their positions, 130 reducing their positions, and 65 closing their positions.

Holders
351
Holders Change
+6
Holders Change %
+1.74%
% of All Funds
6.23%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
73
Increased
97
Reduced
130
Closed
65
Calls
$74.1M
Puts
$27.2M
Net Calls
+$46.9M
Net Calls Change
+$36.4M

Top Buyers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$108M
2
Wells Fargo
2
Wells Fargo
California
$222M
3
Citigroup
3
Citigroup
New York
$55.7M
4
WA
4
Wasatch Advisors
Utah
$120M
5
Brown Advisory
5
Brown Advisory
Maryland
$83M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$34.9M
2
ACM
2
Atlanta Capital Management
Georgia
$565M
3
HVCM
3
HG Vora Capital Management
New York
$0
4
Invesco
4
Invesco
Georgia
$68.9M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$646M
Name Market Value Shares Shares
Change 		Shares
Change %
B
276
Barings
North Carolina
$203K 996 +996 New
EI
277
Ethic Inc
New York
$200K 984 +984 New
FMT
278
First Mercantile Trust
Tennessee
$197K 969 -80 -8%
FHC
279
First Horizon Corporation
Tennessee
$196K 967 -211 -18%
CCA
280
Column Capital Advisors
Indiana
$169K 832 -13 -2%
EI
281
Ellevest Inc
New York
$158K 774 -15 -2%
CA
282
Clearstead Advisors
Ohio
$142K 700 +700 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
283
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$137K 675 +675 New
CHA
284
Carmichael Hill & Associates
Maryland
$122K 600 +100 +20%
ASN
285
Advisory Services Network
Georgia
$90K 443 -52 -11%
CFGS
286
Concourse Financial Group Securities
Alabama
$90K 441 +15 +4%
APA
287
American Portfolios Advisors
New York
$79.4K 390 -56 -13%
FF
288
FourThought Financial
Florida
$71K 350 +350 New
IAIM
289
International Assets Investment Management
Florida
$71K 351 +351 New
S
290
SignatureFD
Georgia
$69K 341 +32 +10%
OSAM
291
O'Shaughnessy Asset Management
Connecticut
$69K 337 +316 +1,505%
CCM
292
Cribstone Capital Management
Maine
$62K 305 +5 +2%
Parallax Volatility Advisers
293
Parallax Volatility Advisers
California
$59K 288 -1,482 -84%
CFD
294
Creative Financial Designs
Indiana
$54K 263 – –
BCV
295
Banque Cantonale Vaudoise
Switzerland
$51K 252 – –
Northwestern Mutual Wealth Management
296
Northwestern Mutual Wealth Management
Wisconsin
$51K 250 – –
IA
297
IFP Advisors
Florida
$50K 262 +112 +75%
DWA
298
Dougherty Wealth Advisers
Minnesota
$44K 214 – –
PA
299
Parallel Advisors
California
$40K 196 -1,044 -84%
BCA
300
Berman Capital Advisors
Georgia
$37K 182 +10 +6%
10 11
12
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