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WEX
WEX

Overview Fund Activity

439 hedge funds and large institutions have $7.29B invested in WEX in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 134 increasing their positions, 154 reducing their positions, and 56 closing their positions.

Holders
439
Holders Change
+20
Holders Change %
+4.77%
% of All Funds
6.39%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
83
Increased
134
Reduced
154
Closed
56
Calls
$92.1M
Puts
$2.8M
Net Calls
+$89.3M
Net Calls Change
+$10.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$253M
2
Morgan Stanley
2
Morgan Stanley
New York
$390M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$186M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$87.8M
5
DCP
5
Distillate Capital Partners
Illinois
$13.9M

Top Sellers

1
SIMG
1
Stephens Investment Management Group
Texas
$0
2
Deutsche Bank
2
Deutsche Bank
Germany
$4.17M
3
KCM
3
Kodai Capital Management
Illinois
$0
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$2.16M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$82.5M
Name Market Value Shares Shares
Change 		Shares
Change %
ProShare Advisors
276
ProShare Advisors
Maryland
$350K 1,976 -109 -5%
MAP
277
Moody Aldrich Partners
Massachusetts
$343K 1,935 -1 -0.1%
TC
278
Truvestments Capital
Florida
$340K 1,922 +103 +6%
GC
279
Guggenheim Capital
Illinois
$323K 1,825 +261 +17%
CCA
280
Cadent Capital Advisors
Oklahoma
$322K 1,819 – –
GLA
281
Great Lakes Advisors
Illinois
$322K 1,815 +812 +81%
DT
282
Diversified Trust
Tennessee
$319K 1,802 +1,802 New
SA
283
SpiderRock Advisors
Delaware
$319K 1,800 +1,800 New
KIA
284
Knollwood Investment Advisory
Maryland
$309K 1,744 +1,744 New
CC
285
Chicago Capital
Illinois
$306K 1,728 – –
LCM
286
Laurion Capital Management
New York
$300K 1,694 +1,694 New
AI
287
Atria Investments
North Carolina
$297K 1,678 +1,678 New
SCM
288
Shelton Capital Management
Colorado
$297K 1,675 -168 -9%
N
289
Numerai
California
$296K 1,673 +1,673 New
RPCONE
290
Retirement Planning Company of New England
Rhode Island
$296K 1,671 +136 +9%
AIM
291
Aigen Investment Management
New York
$294K 1,662 -334 -17%
CCM
292
Coldstream Capital Management
Washington
$291K 1,644 +37 +2%
Cambridge Investment Research Advisors
293
Cambridge Investment Research Advisors
Iowa
$290K 1,639 -20 -1%
O
294
Ossiam
France
$289K 1,629 +44 +3%
RJFSA
295
Raymond James Financial Services Advisors
Florida
$282K 1,594 -378 -19%
CT
296
Chicago Trust
Illinois
$277K 1,565 +660 +73%
IP
297
Isthmus Partners
Wisconsin
$274K 1,546 +1,546 New
Capstone Investment Advisors
298
Capstone Investment Advisors
New York
$270K 1,523 -3,215 -68%
AAS
299
Avantax Advisory Services
Texas
$262K 1,477 +1,477 New
MM
300
MQS Management
New York
$260K 1,467 +1,467 New
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