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WEX
WEX

Overview Fund Activity

352 hedge funds and large institutions have $6.85B invested in WEX in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 115 increasing their positions, 120 reducing their positions, and 45 closing their positions.

Holders
352
Holders Change
-12
Holders Change %
-3.3%
% of All Funds
5.95%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
41
Increased
115
Reduced
120
Closed
45
Calls
$118M
Puts
$44.2M
Net Calls
+$73.6M
Net Calls Change
-$15M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$568M
2
Morgan Stanley
2
Morgan Stanley
New York
$78M
3
ACM
3
Anomaly Capital Management
New York
$89M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$31.4M
5
IC
5
Impactive Capital
New York
$331M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$573M
2
Bessemer Group
2
Bessemer Group
New Jersey
$110M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$211M
5
AIM
5
Artemis Investment Management
United Kingdom
$5.25M
Name Market Value Shares Shares
Change 		Shares
Change %
BCMLT
326
Beacon Capital Management LLC (Tennessee)
Tennessee
$9K 49 – –
C
327
Covestor
United Kingdom
$9K 57 – –
GWS
328
Glassman Wealth Services
Virginia
$8K 49 – –
CA
329
Crewe Advisors
Utah
$7K 43 +43 New
HNB
330
Huntington National Bank
Ohio
$5K 34 -78 -70%
PFBT
331
Parkside Financial Bank & Trust
Missouri
$5K 28 – –
STCOSD
332
Sageworth Trust Company of South Dakota
South Dakota
$4K 27 – –
ADL
333
Asset Dedication LLC
California
$4K 25 – –
EARNEST Partners
334
EARNEST Partners
Georgia
$4K 26 – –
BIA
335
Bell Investment Advisors
California
$4K 27 +27 New
SWA
336
Sutton Wealth Advisors
Florida
$3.42K 22 – –
FPS
337
Fieldpoint Private Securities
Connecticut
$3K 22 -35 -61%
CWP
338
Concord Wealth Partners
Virginia
$3K 20 – –
HIA
339
Harbor Investment Advisory
Maryland
$3K 20 +20 New
FMP
340
Financial Management Professionals
Texas
$2K 11 – –
UB
341
UMB Bank
Missouri
$2K 13 – –
DI
342
Disciplined Investments
Oklahoma
$2K 11 +1 +10%
ACM
343
AUA Capital Management
Pennsylvania
$2K 14 +2 +17%
Bank of Montreal
344
Bank of Montreal
Ontario, Canada
$1.37K 8,676 +4,495 +108%
BWA
345
BDO Wealth Advisors
Florida
$1K 5 – –
MPWT
346
MassMutual Private Wealth & Trust
Connecticut
$1K 4 – –
JWA
347
JFS Wealth Advisors
Pennsylvania
$1K 8 +1 +14%
BTI
348
Blue Trust Inc
Georgia
$1K 4 +4 New
SC
349
Schubert & Co
Texas
$1K 7 +7 New
Two Sigma Investments
350
Two Sigma Investments
New York
– – -179,331 Closed
12 13
14
15 16