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WEX
WEX

Overview Fund Activity

409 hedge funds and large institutions have $7.88B invested in WEX in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 111 increasing their positions, 176 reducing their positions, and 44 closing their positions.

Holders
409
Holders Change
+4
Holders Change %
+0.99%
% of All Funds
6.52%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
51
Increased
111
Reduced
176
Closed
44
Calls
$84.1M
Puts
$7.96M
Net Calls
+$76.1M
Net Calls Change
+$23M

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$140M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$22.1M
3
HPC
3
HM Payson & Co
Maine
$24.8M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$18.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$777M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$117M
2
Goldman Sachs
2
Goldman Sachs
New York
$48.5M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$553M
4
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$10.1M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
SS
376
Sunbelt Securities
Texas
$12K 64 – –
CI Investments Inc
377
CI Investments Inc
Ontario, Canada
$12K 65 +5 +8%
BTI
378
Blue Trust Inc
Georgia
$11K 59 +36 +157%
OIS
379
Okabena Investment Services
Minnesota
$10.5K 56 – –
QL
380
Quarry LP
New York
$9.59K 51 +51 New
BCMLT
381
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.92K 49 – –
CWP
382
Concord Wealth Partners
Virginia
$8.28K 44 – –
SIC
383
Salem Investment Counselors
North Carolina
$7.52K 40 +40 New
CAL
384
Capital Advisors Ltd
Ohio
$7K 38 – –
PFBT
385
Parkside Financial Bank & Trust
Missouri
$5.64K 30 – –
CTA
386
Colonial Trust Advisors
South Carolina
$5.64K 30 – –
ADL
387
Asset Dedication LLC
California
$5K 25 – –
EARNEST Partners
388
EARNEST Partners
Georgia
$4.89K 26 – –
BIA
389
Bell Investment Advisors
California
$4.52K 24 -4 -14%
Mitsubishi UFJ Asset Management
390
Mitsubishi UFJ Asset Management
Japan
$4.14K 22 +22 New
HNB
391
Huntington National Bank
Ohio
$4.02K 22 – –
JWA
392
JFS Wealth Advisors
Pennsylvania
$3.95K 21 +3 +17%
FMII
393
Farmers & Merchants Investments Inc
Nebraska
$3.57K 19 -1 -5%
MIM
394
Macroview Investment Management
Maryland
$3.2K 17 -47 -73%
FFA
395
Farther Finance Advisors
California
$3.01K 16 – –
SWA
396
Sutton Wealth Advisors
Florida
$3.01K 16 – –
SFG
397
Steward Financial Group
Texas
$3K 18 +18 New
CFD
398
Creative Financial Designs
Indiana
$2.45K 13 – –
UB
399
UMB Bank
Missouri
$2.26K 12 +12 New
AF
400
Allworth Financial
California
$2.07K 11 +10 +1,000%
14 15
16
17 18