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WEX
WEX

Overview Fund Activity

401 hedge funds and large institutions have $7.87B invested in WEX in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 148 increasing their positions, 131 reducing their positions, and 24 closing their positions.

Holders
401
Holders Change
+39
Holders Change %
+10.77%
% of All Funds
6.42%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
66
Increased
148
Reduced
131
Closed
24
Calls
$56.8M
Puts
$4.91M
Net Calls
+$51.9M
Net Calls Change
-$25.9M

Top Buyers

1
LWCFA
1
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$133M
2
RG
2
Renaissance Group
Kentucky
$23.4M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$22.6M
4
ICM
4
Invenomic Capital Management
Massachusetts
$36.9M
5
FCM
5
Freshford Capital Management
New York
$16.6M

Top Sellers

1
WP
1
Warburg Pincus
New York
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$572M
3
ACM
3
Anomaly Capital Management
New York
$0
4
Millennium Management
4
Millennium Management
New York
$28.8M
5
IC
5
Impactive Capital
New York
$387M
Name Market Value Shares Shares
Change 		Shares
Change %
ADL
376
Asset Dedication LLC
California
$5K 25 – –
EARNEST Partners
377
EARNEST Partners
Georgia
$4.78K 26 – –
QL
378
Quarry LP
New York
$4.41K 24 +24 New
HNB
379
Huntington National Bank
Ohio
$3.93K 22 +13 +144%
FMII
380
Farmers & Merchants Investments Inc
Nebraska
$3.86K 21 – –
JWA
381
JFS Wealth Advisors
Pennsylvania
$3.31K 18 +3 +20%
SFG
382
Steward Financial Group
Texas
$3K 19 +16 +533%
SWA
383
Sutton Wealth Advisors
Florida
$2.94K 16 -6 -27%
SC
384
Schubert & Co
Texas
$2.76K 15 +6 +67%
BWM
385
BerganKDV Wealth Management
Minnesota
$2.76K 15 +15 New
DI
386
Disciplined Investments
Oklahoma
$2.76K 15 +12 +400%
JGIA
387
Jackson Grant Investment Advisers
Connecticut
$2.57K 14 +14 New
CFD
388
Creative Financial Designs
Indiana
$2.39K 13 -250 -95%
FMP
389
Financial Management Professionals
Texas
$2K 11 – –
AAS
390
Ameritas Advisory Services
Nebraska
$1.46K 8 +8 New
SIC
391
SJS Investment Consulting
Ohio
$1.29K 7 +1 +17%
CAL
392
Capital Advisors Ltd
Ohio
$1K 5 -38 -88%
BWA
393
BDO Wealth Advisors
Florida
$920 5 – –
MHR
394
Matthew Hamilton Rosenberg
$919 5 – –
CFO
395
CVA Family Office
Colorado
$919 5 +5 New
CIA
396
Cape Investment Advisory
Georgia
$919 5 +5 New
Commonwealth Equity Services
397
Commonwealth Equity Services
Massachusetts
$476 2,592 +284 +12%
MIM
398
Macroview Investment Management
Maryland
$368 2 – –
TWA
399
TCI Wealth Advisors
Arizona
$368 2 +1 +100%
HCP
400
Hexagon Capital Partners
Arkansas
$368 2 +2 New
14 15
16
17 18