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WEX
WEX

Overview Fund Activity

341 hedge funds and large institutions have $6.16B invested in WEX in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 115 increasing their positions, 110 reducing their positions, and 45 closing their positions.

Holders
341
Holders Change
+11
Holders Change %
+3.33%
% of All Funds
5.27%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
60
Increased
115
Reduced
110
Closed
45
Calls
$9.62M
Puts
$21.1M
Net Calls
-$11.5M
Net Calls Change
+$25.7M

Top Buyers

1
HVCM
1
HG Vora Capital Management
New York
$70.2M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$553M
3
Ameriprise
3
Ameriprise
Minnesota
$67.9M
4
IC
4
Impactive Capital
New York
$154M
5
PCM
5
PAR Capital Management
Massachusetts
$239M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$332M
2
WA
2
Wasatch Advisors
Utah
$0
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$178M
4
AIM
4
Artemis Investment Management
United Kingdom
$24.6M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$551K
Name Market Value Shares Shares
Change 		Shares
Change %
IA
276
IFP Advisors
Florida
$94K 457 +48 +12%
CFGS
277
Concourse Financial Group Securities
Alabama
$73K 520 -13 -2%
EI
278
Ellevest Inc
New York
$68K 481 -51 -10%
Mitsubishi UFJ Trust & Banking
279
Mitsubishi UFJ Trust & Banking
Japan
$63K 450 – –
APA
280
American Portfolios Advisors
New York
$54.8K 390 – –
OIS
281
Okabena Investment Services
Minnesota
$54K 388 +388 New
SWM
282
Spire Wealth Management
Virginia
$51K 364 – –
CI
283
Carroll Investors
South Carolina
$50K 362 +362 New
MA
284
MUFG Americas
New York
$49K 349 +349 New
CCM
285
Cribstone Capital Management
Maine
$43K 305 – –
COCM
286
Charter Oak Capital Management
New Hampshire
$38K 268 +200 +294%
CFD
287
Creative Financial Designs
Indiana
$37K 263 – –
Northwestern Mutual Wealth Management
288
Northwestern Mutual Wealth Management
Wisconsin
$35K 251 -4 -2%
BCV
289
Banque Cantonale Vaudoise
Switzerland
$35K 252 – –
FBT
290
First Bank & Trust
South Dakota
$34K 240 -201 -46%
FF
291
FourThought Financial
Florida
$33K 232 -92 -28%
Fifth Third Bancorp
292
Fifth Third Bancorp
Ohio
$32K 227 +63 +38%
CFO
293
CVA Family Office
Colorado
$32K 225 +225 New
DWA
294
Dougherty Wealth Advisers
Minnesota
$30K 214 – –
SC
295
Solstein Capital
California
$25K 179 – –
STCOSD
296
Sageworth Trust Company of South Dakota
South Dakota
$23K 163 +163 New
VCM
297
Vigilant Capital Management
Maine
$21K 150 – –
QCG
298
Quadrant Capital Group
Ohio
$20K 142 +15 +12%
DFCM
299
Dark Forest Capital Management
Puerto Rico
$20K 146 +24 +20%
AF
300
Advisornet Financial
Minnesota
$18K 125 – –
10 11
12
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