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WEX
WEX

Overview Fund Activity

364 hedge funds and large institutions have $7.89B invested in WEX in 2022 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 123 increasing their positions, 114 reducing their positions, and 42 closing their positions.

Holders
364
Holders Change
+23
Holders Change %
+6.74%
% of All Funds
5.76%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
67
Increased
123
Reduced
114
Closed
42
Calls
$141M
Puts
$52.5M
Net Calls
+$88.5M
Net Calls Change
+$100M

Top Buyers

1
IC
1
Impactive Capital
New York
$349M
2
ACM
2
Anomaly Capital Management
New York
$54.2M
3
Bank of America
3
Bank of America
North Carolina
$97.2M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$32M
5
MRCP
5
Maple Rock Capital Partners
Ontario, Canada
$30.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$272M
2
ACM
2
Atlanta Capital Management
Georgia
$295M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$154M
4
HVCM
4
HG Vora Capital Management
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$53.4M
Name Market Value Shares Shares
Change 		Shares
Change %
APA
301
American Portfolios Advisors
New York
$69.6K 390 – –
OIS
302
Okabena Investment Services
Minnesota
$69K 388 – –
MA
303
MUFG Americas
New York
$67K 373 +24 +7%
EI
304
Ellevest Inc
New York
$62K 350 -131 -27%
CCM
305
Cribstone Capital Management
Maine
$54K 300 -5 -2%
CFO
306
CVA Family Office
Colorado
$50K 280 +55 +24%
COCM
307
Charter Oak Capital Management
New Hampshire
$48K 268 – –
CFD
308
Creative Financial Designs
Indiana
$47K 263 – –
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$47K 265 +38 +17%
Northwestern Mutual Wealth Management
310
Northwestern Mutual Wealth Management
Wisconsin
$45K 250 -1 -0.4%
Lazard Asset Management
311
Lazard Asset Management
New York
$44K 251 +251 New
FBT
312
First Bank & Trust
South Dakota
$43K 240 – –
FF
313
FourThought Financial
Florida
$41K 232 – –
DWA
314
Dougherty Wealth Advisers
Minnesota
$38K 214 – –
MCC
315
Money Concepts Capital
Florida
$35K 195 +195 New
SC
316
Solstein Capital
California
$32K 179 – –
CAC
317
Core Alternative Capital
Georgia
$31K 171 +171 New
Nomura Asset Management
318
Nomura Asset Management
Japan
$30.3K 170 +170 New
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$29K 162 +119 +277%
VCM
320
Vigilant Capital Management
Maine
$27K 150 – –
S
321
SignatureFD
Georgia
$25K 139 -778 -85%
SWM
322
Spire Wealth Management
Virginia
$25K 142 -222 -61%
QCG
323
Quadrant Capital Group
Ohio
$25K 143 +1 +0.7%
AF
324
Advisornet Financial
Minnesota
$23K 128 +3 +2%
QC
325
Quent Capital
New York
$22K 126 – –
11 12
13
14 15