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WEX
WEX

Overview Fund Activity

358 hedge funds and large institutions have $9.45B invested in WEX in 2021 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 116 increasing their positions, 128 reducing their positions, and 45 closing their positions.

Holders
358
Holders Change
+7
Holders Change %
+1.99%
% of All Funds
6.31%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
55
Increased
116
Reduced
128
Closed
45
Calls
$108M
Puts
$32.8M
Net Calls
+$75M
Net Calls Change
+$28.2M

Top Buyers

1
AIM
1
Artemis Investment Management
United Kingdom
$119M
2
Primecap Management
2
Primecap Management
California
$118M
3
IC
3
Impactive Capital
New York
$70.9M
4
JCM
4
Junto Capital Management
New York
$56.4M
5
Select Equity Group
5
Select Equity Group
New York
$43.7M

Top Sellers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$20.4M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$829M
3
ACM
3
Atlanta Capital Management
Georgia
$529M
4
Invesco
4
Invesco
Georgia
$23.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.71M
Name Market Value Shares Shares
Change 		Shares
Change %
PCM
376
Prelude Capital Management
New York
– – -2,097 Closed
YMRC
377
Yorktown Management & Research Company
Virginia
– – -2,000 Closed
HF
378
HRT Financial
New York
– – -1,967 Closed
TSS
379
Two Sigma Securities
New York
– – -1,810 Closed
TI
380
Trexquant Investment
Connecticut
– – -1,683 Closed
Acadian Asset Management
381
Acadian Asset Management
Massachusetts
– – -1,554 Closed
BW
382
Bison Wealth
Georgia
– – -1,430 Closed
CC
383
Centiva Capital
New York
– – -1,331 Closed
D.E. Shaw & Co
384
D.E. Shaw & Co
New York
– – -1,235 Closed
MF
385
Magnetar Financial
Illinois
– – -1,109 Closed
LNWWM
386
Laird Norton Wetherby Wealth Management
California
– – -1,101 Closed
QC
387
QCM Cayman
Texas
– – -1,008 Closed
TA
388
Teton Advisors
New York
– – -1,000 Closed
ASN
389
Advisory Services Network
Georgia
– – -443 Closed
Parallax Volatility Advisers
390
Parallax Volatility Advisers
California
– – -288 Closed
CAAS
391
Capital Asset Advisory Services
Michigan
– – -110 Closed
CCA
392
Childress Capital Advisors
Texas
– – -72 Closed
FCH
393
Freestone Capital Holdings
Washington
– – -33 Closed
RWA
394
Ropes Wealth Advisors
Massachusetts
– – -28 Closed
VCG
395
Vantage Consulting Group
Virginia
– – -26 Closed
FTDI
396
First Trust Direct Indexing
Massachusetts
– – -25 Closed
ETC
397
Exchange Traded Concepts
Oklahoma
– – -13 Closed
HGWM
398
Harvest Group Wealth Management
Massachusetts
– – -10 Closed
TFGT
399
TS Financial Group (TSFG)
Illinois
– – -10 Closed
PWPS
400
Pinnacle Wealth Planning Services
Ohio
– – -9 Closed
13 14 15
16
17