WEX icon

WEX
WEX

Overview Fund Activity

335 hedge funds and large institutions have $4.56B invested in WEX in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 120 increasing their positions, 111 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-9
Holders Change %
-2.62%
% of All Funds
7.4%
Holding in Top 10
1
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-90.91%
% of All Funds
0.02%
New
63
Increased
120
Reduced
111
Closed
68
Calls
$18.4M
Puts
$17.4M
Net Calls
+$964K
Net Calls Change
+$18M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$59.1M
2
SCM
Steadfast Capital Management
New York
$53.1M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$231M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$160M
5
ACM
Atlanta Capital Management
Georgia
$265M

Top Sellers

1
CAM
Congress Asset Management
Massachusetts
$0
2
Wells Fargo
Wells Fargo
California
$83.4M
3
CTA
Carillon Tower Advisers
Florida
$0
4
FCM
Frontier Capital Management
Massachusetts
$8.45M
5
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAP
376
Moody Aldrich Partners
Massachusetts
– -$237K -1,132 Closed
SAM
377
Silvercrest Asset Management
New York
– -$224K -1,069 Closed
ACM
378
Alta Capital Management
Utah
– -$220K -1,055 Closed
TCM
379
Teza Capital Management
Illinois
– -$211K -1,009 Closed
M&T Bank
380
M&T Bank
New York
– -$207K -995 Closed
NFG
381
Next Financial Group
Texas
– -$202K -966 Closed
MPCG
382
Matrix Private Capital Group
New York
– -$202K -964 Closed
FDCDDQ
383
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$193K -921 Closed
BBHC
384
Brown Brothers Harriman & Co
New York
– -$185K -881 Closed
CT
385
Clearstead Trust
Maine
– -$35K -169 Closed
Chevy Chase Trust
386
Chevy Chase Trust
Maryland
– -$34K -161 Closed
Walleye Capital
387
Walleye Capital
New York
– -$27K -130 Closed
CFB
388
Cullen/Frost Bankers
Texas
– -$26K -124 Closed
ADL
389
Asset Dedication LLC
California
– -$16K -75 Closed
FMII
390
Farmers & Merchants Investments Inc
Nebraska
– -$8K -37 Closed
TWA
391
TCI Wealth Advisors
Arizona
– -$6K -28 Closed
PWP
392
Personal Wealth Partners
Minnesota
– -$5K -24 Closed
TPCW
393
TD Private Client Wealth
New York
– -$3.77K -18 Closed
CMBA
394
C.M. Bidwell & Associates
Hawaii
– -$3K -14 Closed
OSAM
395
O'Shaughnessy Asset Management
Connecticut
– -$2K -10 Closed
GDP
396
Great Diamond Partners
Maine
– -$1K -8 Closed
FANJ
397
Financial Architects (New Jersey)
New Jersey
– -$1K -7 Closed
APC
398
Aspire Private Capital
North Carolina
– -$1K -6 Closed
PFBT
399
Parkside Financial Bank & Trust
Missouri
– -$1K -5 Closed
GRP
400
Global Retirement Partners
California
– -$1K -3 Closed
12 13 14 15
16