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WEX
WEX

Overview Fund Activity

401 hedge funds and large institutions have $7.87B invested in WEX in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 148 increasing their positions, 131 reducing their positions, and 24 closing their positions.

Holders
401
Holders Change
+39
Holders Change %
+10.77%
% of All Funds
6.42%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
66
Increased
148
Reduced
131
Closed
24
Calls
$56.8M
Puts
$4.91M
Net Calls
+$51.9M
Net Calls Change
-$25.9M

Top Buyers

1
LWCFA
1
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$133M
2
RG
2
Renaissance Group
Kentucky
$23.4M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$22.6M
4
ICM
4
Invenomic Capital Management
Massachusetts
$36.9M
5
FCM
5
Freshford Capital Management
New York
$16.6M

Top Sellers

1
WP
1
Warburg Pincus
New York
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$572M
3
ACM
3
Anomaly Capital Management
New York
$0
4
Millennium Management
4
Millennium Management
New York
$28.8M
5
IC
5
Impactive Capital
New York
$387M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
276
Coldstream Capital Management
Washington
$302K 1,642 -86 -5%
M&T Bank
277
M&T Bank
New York
$301K 1,641 +62 +4%
WAM
278
Watershed Asset Management
California
$301K 1,637 -73 -4%
CCM
279
Cinctive Capital Management
New York
$299K 1,627 +1,627 New
OTL
280
Oak Thistle LLC
New York
$298K 1,618 +1,618 New
RJFSA
281
Raymond James Financial Services Advisors
Florida
$292K 1,586 -235 -13%
BCFD
282
Boit C.F. David
$288K 1,540 – –
Lazard Asset Management
283
Lazard Asset Management
New York
$287K 1,561 +595 +62%
SDIC
284
South Dakota Investment Council
South Dakota
$285K 1,552 -20,163 -93%
EWM
285
Evercore Wealth Management
New York
$276K 1,503 -47 -3%
PA
286
Profund Advisors
Maryland
$275K 1,498 -109 -7%
TC
287
Truvestments Capital
Florida
$273K 1,486 +443 +42%
CMBA
288
C.M. Bidwell & Associates
Hawaii
$270K 1,466 -41 -3%
SAG
289
SageView Advisory Group
California
$266K 1,448 +50 +4%
Los Angeles Capital Management
290
Los Angeles Capital Management
California
$266K 1,445 +1,445 New
PRC
291
Pearl River Capital
Michigan
$253K 1,377 +102 +8%
QI
292
Qtron Investments
Massachusetts
$248K 1,346 +1,346 New
BFM
293
Boothbay Fund Management
New York
$247K 1,342 +1,342 New
Cerity Partners
294
Cerity Partners
New York
$243K 1,320 -313 -19%
OAM
295
Oppenheimer Asset Management
New York
$235K 1,276 +31 +2%
VIA
296
Vident Investment Advisory
Georgia
$234K 1,275 +1,275 New
CIP
297
Convergence Investment Partners
Florida
$226K 1,231 +1,231 New
Stifel Financial
298
Stifel Financial
Missouri
$224K 1,218 +1,218 New
CIBC Asset Management
299
CIBC Asset Management
Ontario, Canada
$222K 1,206 +1,206 New
VAS
300
Vestmark Advisory Solutions
Massachusetts
$219K 1,193 +1,193 New
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