WEX icon

WEX
WEX

Overview Fund Activity

419 hedge funds and large institutions have $9.91B invested in WEX in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 115 increasing their positions, 172 reducing their positions, and 47 closing their positions.

Holders
419
Holders Change
+4
Holders Change %
+0.96%
% of All Funds
6.08%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
56
Increased
115
Reduced
172
Closed
47
Calls
$89.2M
Puts
$10.1M
Net Calls
+$79.1M
Net Calls Change
+$6.47M

Top Buyers

1
LAM
1
Lyrical Asset Management
New York
$210M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$262M
3
Deutsche Bank
3
Deutsche Bank
Germany
$53.2M
4
PCM
4
Penserra Capital Management
California
$15.4M
5
VA
5
Vident Advisory
Georgia
$13.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$465M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$661M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$202M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$8.35M
5
JAM
5
Jupiter Asset Management
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
351
Steward Partners Investment Advisory
New York
$37.8K 159 -10 -6%
QC
352
Quent Capital
New York
$34.7K 146 – –
AWM
353
Avior Wealth Management
Nebraska
$33K 139 +59 +74%
QCG
354
Quadrant Capital Group
Ohio
$29.2K 123 +8 +7%
LFA
355
LGT Financial Advisors
Texas
$29.2K 123 – –
RA
356
Rise Advisors
New York
$28.7K 121 +121 New
RIL
357
Rothschild Investment LLC
Illinois
$28K 118 – –
VSQM
358
V-Square Quantitative Management
Illinois
$27.8K 117 – –
NS
359
NBC Securities
Alabama
$24K 105 – –
BFEC
360
Benjamin F. Edwards & Company
Missouri
$24K 100 – –
Mitsubishi UFJ Asset Management
361
Mitsubishi UFJ Asset Management
Japan
$24K 101 +79 +359%
AGWCA
362
Annis Gardner Whiting Capital Advisors
Florida
$23.3K 98 +98 New
WT
363
Whittier Trust
California
$23K 97 – –
SIC
364
SJS Investment Consulting
Ohio
$21.9K 92 +86 +1,433%
PA
365
Parallel Advisors
California
$20.2K 85 – –
BWAM
366
Boyd Watterson Asset Management
Ohio
$19.7K 83 – –
CI Investments Inc
367
CI Investments Inc
Ontario, Canada
$19K 82 +17 +26%
FFA
368
Farther Finance Advisors
California
$19K 80 +5 +7%
AF
369
Advisornet Financial
Minnesota
$18.3K 77 – –
IA
370
IFP Advisors
Florida
$16.4K 69 +59 +590%
ST
371
Smithfield Trust
Pennsylvania
$16K 67 – –
PTC
372
Private Trust Company
Ohio
$15.9K 67 -7 -9%
Jones Financial Companies
373
Jones Financial Companies
Missouri
$15.7K 66 +66 New
BCMLT
374
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.6K 49 – –
FFA
375
Frazier Financial Advisors
Ohio
$10.2K 43 – –
13 14
15
16 17