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WEX
WEX

Overview Fund Activity

346 hedge funds and large institutions have $7.24B invested in WEX in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 117 increasing their positions, 117 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+11
Holders Change %
+3.28%
% of All Funds
7.11%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
77
Increased
117
Reduced
117
Closed
64
Calls
$56.6M
Puts
$62.2M
Net Calls
-$5.65M
Net Calls Change
-$6.61M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$109M
2
KCM
Kensico Capital Management
Connecticut
+$100M
3
ACM
Atlanta Capital Management
Georgia
+$83M
4
DZ Bank
DZ Bank
Germany
+$73.7M
5
Invesco
Invesco
Georgia
+$55.4M

Top Sellers

1
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$76.6M
2
EAM
Eagle Asset Management
Florida
-$59.4M
3
SCM
Steadfast Capital Management
New York
-$53.1M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$43M
5
Citadel Advisors
Citadel Advisors
Florida
-$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EARNEST Partners
326
EARNEST Partners
Georgia
$4K – – –
LC
327
Lindbrook Capital
California
$4K +$2.61K +15 +188%
KPW
328
Kore Private Wealth
New York
$3K – – –
APWM
329
Atlas Private Wealth Management
New York
$3K +$3K +18 New
SWA
330
Sutton Wealth Advisors
Florida
$2.64K +$2.64K +16 New
JCM
331
Jacobi Capital Management
Pennsylvania
$2K – – –
LWA
332
Lenox Wealth Advisors
New York
$2K – – –
TSW
333
Thompson Siegel & Walmsley
Virginia
$2K – – –
TFGT
334
TS Financial Group (TSFG)
Illinois
$2K +$308 +2 +18%
OSAM
335
O'Shaughnessy Asset Management
Connecticut
$2K +$2K +12 New
Lazard Asset Management
336
Lazard Asset Management
New York
$2K +$2K +13 New
TPCW
337
TD Private Client Wealth
New York
$1.98K +$1.98K +12 New
MPWT
338
MassMutual Private Wealth & Trust
Connecticut
$1K -$22.9K -160 -96%
MIFH
339
Migdal Insurance & Financial Holdings
Israel
$1K -$1.71K -12 -63%
HFS
340
Hantz Financial Services
Michigan
$1K – – –
HI
341
Hudock Inc
Pennsylvania
$1K – – –
FWM
342
Filbrandt Wealth Management
Wisconsin
$1K +$1K +6 New
HGWM
343
Harvest Group Wealth Management
Massachusetts
$1K +$800 +8 +400%
TC
344
Truvestments Capital
Florida
$1K +$1K +9 New
JG
345
Jefferies Group
New York
$1 -$592 -3,551 -100%
SCM
346
Steadfast Capital Management
New York
– -$53.1M -507,857 Closed
Balyasny Asset Management
347
Balyasny Asset Management
Illinois
– -$32.2M -307,694 Closed
PCM
348
Palestra Capital Management
New York
– -$30.8M -294,181 Closed
EAM
349
Eagle Asset Management
Florida
– -$59.4M -283,525 Closed
MC
350
Maplelane Capital
New York
– -$15.7M -150,001 Closed
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