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WEX
WEX

Overview Fund Activity

335 hedge funds and large institutions have $4.56B invested in WEX in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 120 increasing their positions, 111 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-9
Holders Change %
-2.62%
% of All Funds
7.4%
Holding in Top 10
1
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-90.91%
% of All Funds
0.02%
New
63
Increased
120
Reduced
111
Closed
68
Calls
$18.4M
Puts
$17.4M
Net Calls
+$964K
Net Calls Change
+$18M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$59.1M
2
SCM
Steadfast Capital Management
New York
$53.1M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$231M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$160M
5
ACM
Atlanta Capital Management
Georgia
$265M

Top Sellers

1
CAM
Congress Asset Management
Massachusetts
$0
2
Wells Fargo
Wells Fargo
California
$83.4M
3
CTA
Carillon Tower Advisers
Florida
$0
4
FCM
Frontier Capital Management
Massachusetts
$8.45M
5
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
326
Plante Moran Financial Advisors
Michigan
$1K -$2.17K -13 -68%
TSW
327
Thompson Siegel & Walmsley
Virginia
$1K – – –
HI
328
Hudock Inc
Pennsylvania
$1K – – –
TFGT
329
TS Financial Group (TSFG)
Illinois
$1K – – –
GWS
330
Glassman Wealth Services
Virginia
$1K +$1K +5 New
HFS
331
Hantz Financial Services
Michigan
$1K +$1K +7 New
LWA
332
Lenox Wealth Advisors
New York
$1K +$1K +11 New
CAM
333
Congress Asset Management
Massachusetts
– -$84.3M -402,436 Closed
CTA
334
Carillon Tower Advisers
Florida
– -$47.6M -227,031 Closed
BCPEMI
335
Bain Capital Public Equity Management II
Massachusetts
– -$40.5M -193,503 Closed
KCM
336
Kornitzer Capital Management
Kansas
– -$30.8M -147,114 Closed
CRCP
337
Copper Rock Capital Partners
Massachusetts
– -$30.4M -144,974 Closed
Allianz Asset Management
338
Allianz Asset Management
Germany
– -$18.3M -87,324 Closed
JAM
339
Jupiter Asset Management
United Kingdom
– -$17.4M -82,989 Closed
ECA
340
Endeavour Capital Advisors
Connecticut
– -$17.3M -82,784 Closed
PC
341
Provenire Capital
Minnesota
– -$9.1M -43,446 Closed
AIA
342
Avalon Investment & Advisory
Texas
– -$3.74M -17,836 Closed
BSA
343
Braun Stacey Associates
New York
– -$2.16M -10,310 Closed
CC
344
Caldera Capital
Texas
– -$2.14M -10,214 Closed
QIM
345
Quantitative Investment Management
Virginia
– -$1.81M -8,644 Closed
PCM
346
Penserra Capital Management
California
– -$1.7M -8,138 Closed
Rafferty Asset Management
347
Rafferty Asset Management
New York
– -$1.47M -7,015 Closed
ERSOT
348
Employees Retirement System of Texas
Texas
– -$1.19M -5,700 Closed
TAM
349
Tocqueville Asset Management
New York
– -$1.05M -5,000 Closed
MCM
350
MAI Capital Management
Ohio
– -$896K -4,279 Closed
12 13
14
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