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WEX
WEX

Overview Fund Activity

358 hedge funds and large institutions have $9.45B invested in WEX in 2021 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 116 increasing their positions, 128 reducing their positions, and 45 closing their positions.

Holders
358
Holders Change
+7
Holders Change %
+1.99%
% of All Funds
6.31%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
55
Increased
116
Reduced
128
Closed
45
Calls
$108M
Puts
$32.8M
Net Calls
+$75M
Net Calls Change
+$28.2M

Top Buyers

1
AIM
1
Artemis Investment Management
United Kingdom
$119M
2
Primecap Management
2
Primecap Management
California
$118M
3
IC
3
Impactive Capital
New York
$70.9M
4
JCM
4
Junto Capital Management
New York
$56.4M
5
Select Equity Group
5
Select Equity Group
New York
$43.7M

Top Sellers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$20.4M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$829M
3
ACM
3
Atlanta Capital Management
Georgia
$529M
4
Invesco
4
Invesco
Georgia
$23.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.71M
Name Market Value Shares Shares
Change 		Shares
Change %
HWM
326
Holloway Wealth Management
Florida
– – – –
SPIA
327
Steward Partners Investment Advisory
New York
$11.7K 56 – –
TCM
328
Tradewinds Capital Management
Washington
$10K 48 – –
HNB
329
Huntington National Bank
Ohio
$9K 42 – –
CI
330
CX Institutional
Indiana
$9K 44 – –
EIM
331
Essex Investment Management
Massachusetts
$9K 43 – –
GWS
332
Glassman Wealth Services
Virginia
$8K 37 – –
LC
333
Lindbrook Capital
California
$8K 38 – –
COCM
334
Charter Oak Capital Management
New Hampshire
$8K 68 – –
WAP
335
Wealthcare Advisory Partners
Pennsylvania
$8K 40 +40 New
Carson Wealth (CWM LLC)
336
Carson Wealth (CWM LLC)
Nebraska
$7K 34 – –
FPS
337
Fieldpoint Private Securities
Connecticut
$6K 30 – –
APWA
338
Atlas Private Wealth Advisors
New Jersey
$6K 30 +11 +58%
EP
339
Eudaimonia Partners
Tennessee
$6K 29 +29 New
Nisa Investment Advisors
340
Nisa Investment Advisors
Missouri
$5.33K 25,450 -400 -2%
EARNEST Partners
341
EARNEST Partners
Georgia
$5K 26 – –
MWP
342
Meridian Wealth Partners
Pennsylvania
$5K 22 +22 New
HFM
343
Harvest Fund Management
China
$4K 20 -73 -78%
CWP
344
Concord Wealth Partners
Virginia
$4K 20 +20 New
SWA
345
Sutton Wealth Advisors
Florida
$3.35K 16 – –
SIS
346
Sound Income Strategies
Florida
$3.14K 15 – –
JCM
347
Jacobi Capital Management
Pennsylvania
$3K 15 – –
ACM
348
AUA Capital Management
Pennsylvania
$3K 12 – –
WCM
349
Wealthcare Capital Management
Virginia
$3K 14 +14 New
CFO
350
CVA Family Office
Colorado
$3K 15 +15 New
12 13
14
15 16