WEX icon

WEX
WEX

Overview Fund Activity

415 hedge funds and large institutions have $8.53B invested in WEX in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 126 increasing their positions, 162 reducing their positions, and 45 closing their positions.

Holders
415
Holders Change
+6
Holders Change %
+1.47%
% of All Funds
6.09%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
59
Increased
126
Reduced
162
Closed
45
Calls
$78.1M
Puts
$5.51M
Net Calls
+$72.6M
Net Calls Change
-$3.51M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$746M
2
KCM
2
Kodai Capital Management
Illinois
$49.7M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$607M
4
Handelsbanken Fonder
4
Handelsbanken Fonder
Sweden
$31.9M
5
Millennium Management
5
Millennium Management
New York
$49.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$201M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$91.2M
3
Jennison Associates
3
Jennison Associates
New York
$85.9M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
Bank of America
5
Bank of America
North Carolina
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
MIM
376
Macroview Investment Management
Maryland
$9.73K 50 +33 +194%
BCMLT
377
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.22K 49 – –
FFA
378
Frazier Financial Advisors
Ohio
$8.37K 43 +43 New
SIC
379
Salem Investment Counselors
North Carolina
$7.78K 40 – –
RFS
380
Richardson Financial Services
Massachusetts
$7.39K 38 +38 New
CAL
381
Capital Advisors Ltd
Ohio
$7K 38 – –
HNB
382
Huntington National Bank
Ohio
$6.69K 35 +13 +59%
EWA
383
EverSource Wealth Advisors
Alabama
$6.42K 33 +33 New
PFBT
384
Parkside Financial Bank & Trust
Missouri
$5.84K 30 – –
CTA
385
Colonial Trust Advisors
South Carolina
$5.84K 30 – –
ADL
386
Asset Dedication LLC
California
$5K 25 – –
KWAG
387
Kiely Wealth Advisory Group
North Carolina
$4.99K 24 +24 New
SAM
388
Smartleaf Asset Management
Massachusetts
$4.91K 27 +27 New
CWP
389
Concord Wealth Partners
Virginia
$4.67K 24 -20 -45%
BGAI
390
Bruce G. Allen Investments
Colorado
$4.28K 22 +22 New
Mitsubishi UFJ Asset Management
391
Mitsubishi UFJ Asset Management
Japan
$4.28K 22 – –
BIA
392
Bell Investment Advisors
California
$3.89K 20 -4 -17%
AssetMark Inc
393
AssetMark Inc
California
$3.89K 20 +20 New
JWA
394
JFS Wealth Advisors
Pennsylvania
$3.5K 18 -3 -14%
FMII
395
Farmers & Merchants Investments Inc
Nebraska
$3.5K 18 -1 -5%
BBHC
396
Brown Brothers Harriman & Co
New York
$3.5K 18 +18 New
EC
397
EntryPoint Capital
New York
$3.5K 18 +18 New
CP
398
Castleview Partners
Texas
$2.92K 15 +15 New
CFD
399
Creative Financial Designs
Indiana
$2.53K 13 – –
UB
400
UMB Bank
Missouri
$2.34K 12 – –
14 15
16
17 18