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WEX
WEX

Overview Fund Activity

351 hedge funds and large institutions have $6.09B invested in WEX in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 112 increasing their positions, 133 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
6.07%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
49
Increased
112
Reduced
133
Closed
48
Calls
$98.2M
Puts
$37.6M
Net Calls
+$60.6M
Net Calls Change
-$13M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$969M
2
Millennium Management
2
Millennium Management
New York
$93M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$28.3M
4
RRAM
4
River Road Asset Management
Kentucky
$25.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$31.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$421M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$49.5M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$55.2M
4
HRCM
4
Hood River Capital Management
Florida
$0
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$53.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMBA
276
C.M. Bidwell & Associates
Hawaii
$198K +$127 +1 +0.1%
BCFD
277
Boit C.F. David
$195K +$195K +1,540 New
HFM
278
Harvest Fund Management
China
$169K – – –
DekaBank Deutsche Girozentrale
279
DekaBank Deutsche Girozentrale
Germany
$115K +$23.9K +184 +26%
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$111K +$79.1K +621 +248%
CMF
281
Counterpoint Mutual Funds
California
$110K +$110K +864 New
IUHSA
282
Itau Unibanco Holding S.A.
Brazil
$91K +$91K +715 New
IA
283
IFP Advisors
Florida
$90K +$1.78K +7 +2%
CT
284
Clearstead Trust
Maine
$89K +$89K +700 New
CFGS
285
Concourse Financial Group Securities
Alabama
$70K +$17.7K +140 +34%
O
286
Ossiam
France
$68K +$68K +535 New
Lazard Asset Management
287
Lazard Asset Management
New York
$66K -$54.7K -437 -45%
CCA
288
Column Capital Advisors
Indiana
$66K – – –
CHA
289
Carmichael Hill & Associates
Maryland
$57K – – –
OIS
290
Okabena Investment Services
Minnesota
$55K – – –
BSB
291
Bangor Savings Bank
Maine
$48K – – –
APA
292
American Portfolios Advisors
New York
$44.4K -$5.08K -40 -10%
WFA
293
Wipfli Financial Advisors
Wisconsin
$43K +$43K +340 New
EI
294
Ellevest Inc
New York
$41K -$3.17K -25 -7%
C
295
Covestor
United Kingdom
$39K +$31.7K +247 +433%
CCM
296
Cribstone Capital Management
Maine
$38K – – –
Carson Wealth (CWM LLC)
297
Carson Wealth (CWM LLC)
Nebraska
$34K +$16.9K +132 +99%
FAM
298
Fred Alger Management
New York
$34K +$34K +266 New
CFD
299
Creative Financial Designs
Indiana
$33K – – –
FHA
300
First Horizon Advisors
Tennessee
$32K -$42K -327 -57%
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12
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