WEX icon

WEX
WEX

Overview Fund Activity

340 hedge funds and large institutions have $8.97B invested in WEX in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 120 increasing their positions, 113 reducing their positions, and 40 closing their positions.

Holders
340
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
7.4%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
49
Increased
120
Reduced
113
Closed
40
Calls
$53.3M
Puts
$38.6M
Net Calls
+$14.7M
Net Calls Change
+$18.2M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$57.5M
2
Invesco
2
Invesco
Georgia
$60.2M
3
ACM
3
Atlanta Capital Management
Georgia
$463M
4
MCM
4
Moore Capital Management
New York
$41.6M
5
JCM
5
Junto Capital Management
New York
$41.1M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$50.5M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$322M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$753M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$198M
5
DCM
5
Daruma Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VCM
301
Vigilant Capital Management
Maine
$21K 100 – –
PCG
302
Private Capital Group
Connecticut
$21K 108 +48 +80%
ADL
303
Asset Dedication LLC
California
$16K 75 – –
HNB
304
Huntington National Bank
Ohio
$16K 79 +3 +4%
FAM
305
Fred Alger Management
New York
$16K 75 +75 New
PFO
306
Pathstone Family Office
New Jersey
$15K 73 – –
GAM
307
Gemmer Asset Management
California
$15K 72 – –
CG
308
Cutler Group
California
$14K 68 -7,200 -99%
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$12K 59 -61 -51%
TCM
310
Tradewinds Capital Management
Washington
$10K 48 – –
PCM
311
Prelude Capital Management
New York
$10K 46 +46 New
QCG
312
Quadrant Capital Group
Ohio
$9K 49 – –
Rockefeller Capital Management
313
Rockefeller Capital Management
New York
$8K 39 -462 -92%
WAP
314
Wealthcare Advisory Partners
Pennsylvania
$8K 40 – –
Carson Wealth (CWM LLC)
315
Carson Wealth (CWM LLC)
Nebraska
$7K 34 – –
SMFS
316
Squar Milner Financial Services
California
$7K 34 +18 +113%
ST
317
Smithfield Trust
Pennsylvania
$6K 28 – –
RWA
318
Ropes Wealth Advisors
Massachusetts
$6K 28 +28 New
EARNEST Partners
319
EARNEST Partners
Georgia
$5K 26 – –
PCP
320
Proficio Capital Partners
Massachusetts
$5K 23 +6 +35%
PWP
321
Personal Wealth Partners
Minnesota
$5K 24 +24 New
CAPTRUST Financial Advisors
322
CAPTRUST Financial Advisors
North Carolina
$4K 19 – –
CFA
323
Camarda Financial Advisors
Florida
$4K 21 – –
BFEC
324
Benjamin F. Edwards & Company
Missouri
$4K 18 – –
APA
325
American Portfolios Advisors
New York
$3.12K 15 +15 New
11 12
13
14 15