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WEX
WEX

Overview Fund Activity

351 hedge funds and large institutions have $8.95B invested in WEX in 2020 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 97 increasing their positions, 130 reducing their positions, and 65 closing their positions.

Holders
351
Holders Change
+6
Holders Change %
+1.74%
% of All Funds
6.23%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
73
Increased
97
Reduced
130
Closed
65
Calls
$74.1M
Puts
$27.2M
Net Calls
+$46.9M
Net Calls Change
+$36.4M

Top Buyers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$108M
2
Wells Fargo
2
Wells Fargo
California
$222M
3
Citigroup
3
Citigroup
New York
$55.7M
4
WA
4
Wasatch Advisors
Utah
$120M
5
Brown Advisory
5
Brown Advisory
Maryland
$83M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$34.9M
2
ACM
2
Atlanta Capital Management
Georgia
$565M
3
HVCM
3
HG Vora Capital Management
New York
$0
4
Invesco
4
Invesco
Georgia
$68.9M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$646M
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
326
Huntington National Bank
Ohio
$8K 42 – –
GWS
327
Glassman Wealth Services
Virginia
$8K 37 – –
LC
328
Lindbrook Capital
California
$8K 38 +15 +65%
COCM
329
Charter Oak Capital Management
New Hampshire
$8K 68 +68 New
Carson Wealth (CWM LLC)
330
Carson Wealth (CWM LLC)
Nebraska
$7K 34 – –
FCH
331
Freestone Capital Holdings
Washington
$6.72K 33 – –
RWA
332
Ropes Wealth Advisors
Massachusetts
$6K 28 – –
FPS
333
Fieldpoint Private Securities
Connecticut
$6K 30 +30 New
EARNEST Partners
334
EARNEST Partners
Georgia
$5K 26 – –
FTDI
335
First Trust Direct Indexing
Massachusetts
$5K 25 +25 New
VCG
336
Vantage Consulting Group
Virginia
$5K 26 +26 New
APWA
337
Atlas Private Wealth Advisors
New Jersey
$4K 19 +19 New
SWA
338
Sutton Wealth Advisors
Florida
$3.26K 16 – –
JCM
339
Jacobi Capital Management
Pennsylvania
$3K 15 – –
SIS
340
Sound Income Strategies
Florida
$3K 15 – –
ETC
341
Exchange Traded Concepts
Oklahoma
$3K 13 +13 New
TPCW
342
TD Private Client Wealth
New York
$2.44K 12 – –
TFGT
343
TS Financial Group (TSFG)
Illinois
$2K 10 -3 -23%
ACM
344
AUA Capital Management
Pennsylvania
$2K 12 – –
HGWM
345
Harvest Group Wealth Management
Massachusetts
$2K 10 – –
PWPS
346
Pinnacle Wealth Planning Services
Ohio
$2K 9 +9 New
APC
347
Aspire Private Capital
North Carolina
$1K 6 – –
BWA
348
BDO Wealth Advisors
Florida
$1K 5 – –
Kayne Anderson Rudnick Investment Management
349
Kayne Anderson Rudnick Investment Management
California
$1K 3 +3 New
RPWA
350
Regent Peak Wealth Advisors
Georgia
$1K 3 +3 New
12 13
14
15 16