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WEX
WEX

Overview Fund Activity

362 hedge funds and large institutions have $7.05B invested in WEX in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 118 increasing their positions, 129 reducing their positions, and 39 closing their positions.

Holders
362
Holders Change
+11
Holders Change %
+3.13%
% of All Funds
5.84%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
57
Increased
118
Reduced
129
Closed
39
Calls
$124M
Puts
$45.9M
Net Calls
+$77.8M
Net Calls Change
+$17.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$337M
2
RRAM
2
River Road Asset Management
Kentucky
$91.5M
3
TCM
3
TimesSquare Capital Management
New York
$47.2M
4
Pacer Advisors
4
Pacer Advisors
Pennsylvania
$25.1M
5
LWCFA
5
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$94.1M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$626M
2
Millennium Management
2
Millennium Management
New York
$59.1M
3
ACM
3
Anomaly Capital Management
New York
$40.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$380K
5
Primecap Management
5
Primecap Management
California
$139M
Name Market Value Shares Shares
Change 		Shares
Change %
BTI
326
Blue Trust Inc
Georgia
$13K 100 +39 +64%
ST
327
Smithfield Trust
Pennsylvania
$11K 67 – –
AFG
328
Albion Financial Group
Utah
$9.82K 60 – –
OIS
329
Okabena Investment Services
Minnesota
$9.16K 56 -379 -87%
GWS
330
Glassman Wealth Services
Virginia
$8.67K 53 +2 +4%
BCMLT
331
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.02K 49 – –
PFBT
332
Parkside Financial Bank & Trust
Missouri
$4.91K 30 – –
CTA
333
Colonial Trust Advisors
South Carolina
$4.91K 30 +30 New
BIA
334
Bell Investment Advisors
California
$4.58K 28 -3 -10%
EARNEST Partners
335
EARNEST Partners
Georgia
$4.26K 26 – –
ADL
336
Asset Dedication LLC
California
$4K 25 – –
Amundi
337
Amundi
France
$3.87K 22 +22 New
SWA
338
Sutton Wealth Advisors
Florida
$3.6K 22 – –
FMII
339
Farmers & Merchants Investments Inc
Nebraska
$3.44K 21 – –
CWP
340
Concord Wealth Partners
Virginia
$3.27K 20 +20 New
ACM
341
AUA Capital Management
Pennsylvania
$3.11K 19 +2 +12%
AWM
342
Accurate Wealth Management
Florida
$3.09K 18 +18 New
MPCL
343
My Personal CFO LLC
Washington
$2.62K 16 +16 New
CSPIA
344
Cary Street Partners Investment Advisory
Virginia
$2.62K 16 +16 New
JWA
345
JFS Wealth Advisors
Pennsylvania
$2.46K 15 +3 +25%
NSB
346
Norway Savings Bank
Maine
$2.13K 13 +13 New
NA
347
NewEdge Advisors
Louisiana
$2.01K 265 +265 New
MPWT
348
MassMutual Private Wealth & Trust
Connecticut
$2K 10 -1 -9%
FMP
349
Financial Management Professionals
Texas
$2K 11 – –
SC
350
Schubert & Co
Texas
$1.47K 9 +1 +13%
12 13
14
15 16