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WEX
WEX

Overview Fund Activity

419 hedge funds and large institutions have $9.91B invested in WEX in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 115 increasing their positions, 172 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+4
Holders Change %
+0.96%
% of All Funds
6.07%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
56
Increased
115
Reduced
172
Closed
47
Calls
$89.2M
Puts
$10.1M
Net Calls
+$79.1M
Net Calls Change
+$6.47M

Top Buyers

1
LAM
Lyrical Asset Management
New York
$210M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$262M
3
Deutsche Bank
Deutsche Bank
Germany
$53.2M
4
PCM
Penserra Capital Management
California
$15.4M
5
VA
Vident Advisory
Georgia
$13.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$465M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$661M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$202M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$8.35M
5
JAM
Jupiter Asset Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
276
HSBC Holdings
United Kingdom
$357K -$3.66M -15,408 -91%
EWM
277
Evercore Wealth Management
New York
$340K – – –
PTC
278
Petrus Trust Company
Texas
$338K – – –
OSAM
279
O'Shaughnessy Asset Management
Connecticut
$338K +$338K +1,421 New
FGP
280
Foyston, Gordon, & Payne
Ontario, Canada
$335K – – –
Russell Investments Group
281
Russell Investments Group
United Kingdom
$328K -$1.16M -4,894 -78%
CA
282
Cetera Advisors
Colorado
$327K +$327K +1,376 New
Vontobel Holding
283
Vontobel Holding
Switzerland
$322K -$66.3K -279 -17%
SQA
284
Simon Quick Advisors
New Jersey
$322K +$322K +1,354 New
AWS
285
Atria Wealth Solutions
New York
$314K +$36.3K +153 +13%
FTDI
286
First Trust Direct Indexing
Massachusetts
$300K +$8.55K +36 +3%
Stifel Financial
287
Stifel Financial
Missouri
$299K -$152K -641 -34%
SCA
288
Snowden Capital Advisors
New York
$291K -$15.9K -67 -5%
HI
289
Handelsinvest Investeringsforvaltning
Denmark
$287K -$149K -628 -34%
CIBC Asset Management
290
CIBC Asset Management
Ontario, Canada
$286K – – –
Mercer Global Advisors
291
Mercer Global Advisors
Colorado
$283K -$263K -1,107 -48%
WDA
292
Wendell David Associates
New Hampshire
$282K – – –
UCFA
293
United Capital Financial Advisors
Texas
$280K -$20.2K -85 -7%
HWAM
294
Hennion & Walsh Asset Management
New Jersey
$274K -$7.6K -32 -3%
TSS
295
Two Sigma Securities
New York
$271K +$271K +1,142 New
SRL
296
Scientech Research LLC
New Jersey
$266K +$266K +1,121 New
MYAM
297
Meiji Yasuda Asset Management
Japan
$260K +$260K +1,095 New
SAM
298
Seelaus Asset Management
New Jersey
$259K -$202K -850 -44%
IC
299
IEQ Capital
California
$256K +$1.19K +5 +0.5%
MC
300
Moors & Cabot
Massachusetts
$249K +$249K +1,050 New
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