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WEX
WEX

Overview Fund Activity

415 hedge funds and large institutions have $8.53B invested in WEX in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 126 increasing their positions, 162 reducing their positions, and 45 closing their positions.

Holders
415
Holders Change
+6
Holders Change %
+1.47%
% of All Funds
6.09%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
59
Increased
126
Reduced
162
Closed
45
Calls
$78.1M
Puts
$5.51M
Net Calls
+$72.6M
Net Calls Change
-$3.51M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$746M
2
KCM
2
Kodai Capital Management
Illinois
$49.7M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$607M
4
Handelsbanken Fonder
4
Handelsbanken Fonder
Sweden
$31.9M
5
Millennium Management
5
Millennium Management
New York
$49.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$201M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$91.2M
3
Jennison Associates
3
Jennison Associates
New York
$85.9M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
Bank of America
5
Bank of America
North Carolina
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
HI
276
Handelsinvest Investeringsforvaltning
Denmark
$357K 1,836 +1,836 New
CCA
277
Cadent Capital Advisors
Oklahoma
$354K 1,819 – –
ICG
278
InterOcean Capital Group
Tennessee
$349K 1,795 +1,795 New
BCFD
279
Boit C.F. David
$338K 1,740 +200 +13%
Los Angeles Capital Management
280
Los Angeles Capital Management
California
$337K 1,733 +72 +4%
CC
281
Chicago Capital
Illinois
$336K 1,728 – –
Truist Financial
282
Truist Financial
North Carolina
$331K 1,699 -578 -25%
Cambridge Investment Research Advisors
283
Cambridge Investment Research Advisors
Iowa
$327K 1,682 +116 +7%
Vontobel Holding
284
Vontobel Holding
Switzerland
$318K 1,636 -164 -9%
CCM
285
Coldstream Capital Management
Washington
$316K 1,623 -67 -4%
Verition Fund Management
286
Verition Fund Management
Connecticut
$315K 1,619 -477 -23%
RPCONE
287
Retirement Planning Company of New England
Rhode Island
$303K 1,555 +386 +33%
TC
288
Truvestments Capital
Florida
$301K 1,548 +47 +3%
Capstone Investment Advisors
289
Capstone Investment Advisors
New York
$301K 1,545 -563 -27%
WAM
290
Watershed Asset Management
California
$297K 1,529 +206 +16%
AP
291
AtonRa Partners
Switzerland
$295K 1,517 -297 -16%
YIH
292
Y-Intercept (HK)
Hong Kong
$294K 1,509 +1,509 New
EWM
293
Evercore Wealth Management
New York
$279K 1,432 -71 -5%
PTC
294
Petrus Trust Company
Texas
$277K 1,423 +1,423 New
FGP
295
Foyston, Gordon, & Payne
Ontario, Canada
$274K 1,410 – –
Cetera Investment Advisers
296
Cetera Investment Advisers
Illinois
$270K 1,390 +237 +21%
PA
297
Profund Advisors
Maryland
$269K 1,384 +226 +20%
EP
298
Edgestream Partners
New Jersey
$268K 1,380 +1,380 New
SCA
299
Snowden Capital Advisors
New York
$251K 1,291 +70 +6%
UCFA
300
United Capital Financial Advisors
Texas
$246K 1,265 +1,265 New
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