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WEX
WEX

Overview Fund Activity

344 hedge funds and large institutions have $8.7B invested in WEX in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 113 increasing their positions, 119 reducing their positions, and 35 closing their positions.

Holders
344
Holders Change
+4
Holders Change %
+1.18%
% of All Funds
7.56%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
40
Increased
113
Reduced
119
Closed
35
Calls
$88.5M
Puts
$93.7M
Net Calls
-$5.16M
Net Calls Change
-$19.9M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$53.7M
2
WJWM
2
Williams Jones Wealth Management
New York
$48M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$235M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$64.1M
5
CC
5
Carlson Capital
Texas
$31.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.2M
2
MCM
2
Moore Capital Management
New York
$0
3
JCM
3
Junto Capital Management
New York
$0
4
USAA
4
United Services Automobile Association
Texas
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$45.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
326
CAPTRUST Financial Advisors
North Carolina
$4K 19 – –
HGWM
327
Harvest Group Wealth Management
Massachusetts
$4K 19 – –
Acadian Asset Management
328
Acadian Asset Management
Massachusetts
$4K 24 +24 New
APA
329
American Portfolios Advisors
New York
$3.03K 15 – –
CMBA
330
C.M. Bidwell & Associates
Hawaii
$3K 14 +14 New
CBT
331
Capital Bank & Trust
California
$3K 16 +16 New
Lazard Asset Management
332
Lazard Asset Management
New York
$2K 11 -12,163 -100%
TFGT
333
TS Financial Group (TSFG)
Illinois
$2K 11 – –
BCA
334
Berman Capital Advisors
Georgia
$2K 14 – –
HI
335
Hudock Inc
Pennsylvania
$2K 10 +10 New
MAM
336
Meeder Asset Management
Ohio
$1K 6 – –
GRP
337
Global Retirement Partners
California
$1K 3 – –
GSWM
338
Golden State Wealth Management
California
$1K 4 – –
APC
339
Aspire Private Capital
North Carolina
$1K 6 – –
TIM
340
Tortoise Investment Management
New York
$1K 4 – –
FANJ
341
Financial Architects (New Jersey)
New Jersey
$1K 7 – –
AS
342
Altshuler Shaham
Israel
$1K 3 +3 New
GT
343
Glenmede Trust
Pennsylvania
$80 400 +63 +19%
MCM
344
Moore Capital Management
New York
– – -200,000 Closed
JCM
345
Junto Capital Management
New York
– – -197,288 Closed
USAA
346
United Services Automobile Association
Texas
– – -148,848 Closed
TCM
347
Thames Capital Management
New Jersey
– – -63,990 Closed
Alyeska Investment Group
348
Alyeska Investment Group
Illinois
– – -40,315 Closed
Canada Life
349
Canada Life
Manitoba, Canada
– – -25,378 Closed
Hudson Bay Capital Management
350
Hudson Bay Capital Management
Connecticut
– – -15,000 Closed
12 13
14
15 16