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WEX
WEX

Overview Fund Activity

330 hedge funds and large institutions have $7.92B invested in WEX in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 105 increasing their positions, 136 reducing their positions, and 42 closing their positions.

Holders
330
Holders Change
-18
Holders Change %
-5.17%
% of All Funds
5.8%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
28
Increased
105
Reduced
136
Closed
42
Calls
$11.2M
Puts
$48.4M
Net Calls
-$37.2M
Net Calls Change
-$55.3M

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$107M
2
Primecap Management
2
Primecap Management
California
$197M
3
PCM
3
PAR Capital Management
Massachusetts
$247M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$92.7M
5
IC
5
Impactive Capital
New York
$126M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$614M
2
Bessemer Group
2
Bessemer Group
New Jersey
$119M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$348M
4
Wells Fargo
4
Wells Fargo
California
$32.1M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$49.4M
Name Market Value Shares Shares
Change 		Shares
Change %
ST
301
Smithfield Trust
Pennsylvania
$12K 67 – –
AFG
302
Albion Financial Group
Utah
$11K 60 – –
HWM
303
Holloway Wealth Management
Florida
– – – –
HNB
304
Huntington National Bank
Ohio
$11K 65 +12 +23%
AWM
305
Activest Wealth Management
Florida
$10K 54 +54 New
EWA
306
Evolution Wealth Advisors
Florida
$9K 52 +52 New
COCM
307
Charter Oak Capital Management
New Hampshire
$8K 68 – –
CI
308
CX Institutional
Indiana
$8K 44 – –
TCM
309
Tradewinds Capital Management
Washington
$8K 48 – –
GWS
310
Glassman Wealth Services
Virginia
$7K 40 +2 +5%
FPS
311
Fieldpoint Private Securities
Connecticut
$7K 42 +22 +110%
EARNEST Partners
312
EARNEST Partners
Georgia
$5K 26 – –
Nisa Investment Advisors
313
Nisa Investment Advisors
Missouri
$4.18K 23,750 -100 -0.4%
BWA
314
BDO Wealth Advisors
Florida
$4K 20 -15 -43%
CWP
315
Concord Wealth Partners
Virginia
$4K 20 – –
BIA
316
Bell Investment Advisors
California
$4K 21 +21 New
ADL
317
Asset Dedication LLC
California
$4K 25 +25 New
JCM
318
Jacobi Capital Management
Pennsylvania
$3K 15 – –
CWC
319
Carolinas Wealth Consulting
North Carolina
$3K 15 +15 New
TPCW
320
TD Private Client Wealth
New York
$2.99K 17 +5 +42%
SWA
321
Sutton Wealth Advisors
Florida
$2.82K 16 – –
FMP
322
Financial Management Professionals
Texas
$2K 11 -2 -15%
BU
323
BBVA USA
Alabama
$2K 11 – –
GWSG
324
GPS Wealth Strategies Group
Colorado
$2K 14 – –
ACM
325
AUA Capital Management
Pennsylvania
$2K 12 – –
11 12
13
14 15