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WEX
WEX

Overview Fund Activity

337 hedge funds and large institutions have $8.46B invested in WEX in 2018 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 131 increasing their positions, 104 reducing their positions, and 31 closing their positions.

Holders
337
Holders Change
+17
Holders Change %
+5.31%
% of All Funds
7.72%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
50
Increased
131
Reduced
104
Closed
31
Calls
$30.9M
Puts
$16.3M
Net Calls
+$14.6M
Net Calls Change
-$14.9M

Top Buyers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$89.4M
2
BlackRock
2
BlackRock
New York
$747M
3
Victory Capital Management
3
Victory Capital Management
Texas
$132M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$768M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$771M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$35.7M
3
ACM
3
Atlanta Capital Management
Georgia
$458M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$12.7M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EFSCE
326
Enterprise Financial Services Corp (EFSC)
Missouri
$5K 24 +24 New
CAW
327
Cornerstone Advisors (Washington)
Washington
$4K 19 +9 +90%
SPIA
328
Steward Partners Investment Advisory
New York
$4K 18 +18 New
CAPTRUST Financial Advisors
329
CAPTRUST Financial Advisors
North Carolina
$3K 17 -47 -73%
SMFS
330
Squar Milner Financial Services
California
$3K 16 – –
CFD
331
Creative Financial Designs
Indiana
$3K 13 – –
SWP
332
Stratos Wealth Partners
Ohio
$3K 13 +13 New
PCP
333
Proficio Capital Partners
Massachusetts
$2K 9 – –
VCM
334
Versant Capital Management
Arizona
$2K 10 – –
VFA
335
Valeo Financial Advisors
Indiana
$1K 7 +7 New
Carson Wealth (CWM LLC)
336
Carson Wealth (CWM LLC)
Nebraska
$1K 7 +7 New
CAG
337
Csenge Advisory Group
Florida
$1K 9 +9 New
Millennium Management
338
Millennium Management
New York
– – -349,272 Closed
Balyasny Asset Management
339
Balyasny Asset Management
Illinois
– – -187,243 Closed
DKCM
340
Davidson Kempner Capital Management
New York
– – -162,500 Closed
Voloridge Investment Management
341
Voloridge Investment Management
Florida
– – -38,984 Closed
BIM
342
Bogle Investment Management
Massachusetts
– – -23,903 Closed
TPCM
343
Three Peaks Capital Management
Colorado
– – -22,852 Closed
OAM
344
Oxford Asset Management
United Kingdom
– – -15,437 Closed
ECM
345
Element Capital Management
New York
– – -12,964 Closed
SEC
346
Seven Eight Capital
New York
– – -11,680 Closed
BC
347
Breakline Capital
New York
– – -11,042 Closed
TI
348
Trexquant Investment
Connecticut
– – -6,341 Closed
Envestnet Asset Management
349
Envestnet Asset Management
Illinois
– – -6,211 Closed
BCM
350
Bayesian Capital Management
New York
– – -3,214 Closed
11 12 13
14
15