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WEX
WEX

Overview Fund Activity

415 hedge funds and large institutions have $8.53B invested in WEX in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 126 increasing their positions, 162 reducing their positions, and 45 closing their positions.

Holders
415
Holders Change
+6
Holders Change %
+1.47%
% of All Funds
6.09%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
59
Increased
126
Reduced
162
Closed
45
Calls
$78.1M
Puts
$5.51M
Net Calls
+$72.6M
Net Calls Change
-$3.51M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$746M
2
KCM
2
Kodai Capital Management
Illinois
$49.7M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$607M
4
Handelsbanken Fonder
4
Handelsbanken Fonder
Sweden
$31.9M
5
Millennium Management
5
Millennium Management
New York
$49.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$201M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$91.2M
3
Jennison Associates
3
Jennison Associates
New York
$85.9M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
Bank of America
5
Bank of America
North Carolina
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
LC
351
Lindbrook Capital
California
$32.5K 167 – –
FHA
352
First Horizon Advisors
Tennessee
$32.3K 166 +4 +2%
PS
353
Principal Securities
Iowa
$30.9K 159 +159 New
QC
354
Quent Capital
New York
$28.4K 146 – –
CAS
355
Coppell Advisory Solutions
Texas
$28.2K 145 +145 New
GI
356
GAMMA Investing
California
$27.2K 133 +133 New
LFA
357
LGT Financial Advisors
Texas
$23.9K 123 – –
RIL
358
Rothschild Investment LLC
Illinois
$23K 118 +118 New
VSQM
359
V-Square Quantitative Management
Illinois
$22.8K 117 +117 New
QCG
360
Quadrant Capital Group
Ohio
$22.4K 115 +19 +20%
NS
361
NBC Securities
Alabama
$20K 105 – –
BTI
362
Blue Trust Inc
Georgia
$20K 112 +53 +90%
BFEC
363
Benjamin F. Edwards & Company
Missouri
$19K 100 – –
WT
364
Whittier Trust
California
$18.9K 97 -2,100 -96%
PA
365
Parallel Advisors
California
$16.5K 85 -30 -26%
BWAM
366
Boyd Watterson Asset Management
Ohio
$16.1K 83 – –
AWM
367
Avior Wealth Management
Nebraska
$15.6K 80 +80 New
AF
368
Advisornet Financial
Minnesota
$15K 77 -48 -38%
FFA
369
Farther Finance Advisors
California
$14.6K 75 +59 +369%
PTC
370
Private Trust Company
Ohio
$14.4K 74 -1 -1%
CI Investments Inc
371
CI Investments Inc
Ontario, Canada
$13K 65 – –
ST
372
Smithfield Trust
Pennsylvania
$13K 67 – –
SS
373
Sunbelt Securities
Texas
$12.5K 64 – –
C
374
Covestor
United Kingdom
$11K 56 -45 -45%
GWS
375
Glassman Wealth Services
Virginia
$10.1K 52 -13 -20%
13 14
15
16 17