WEX icon

WEX
WEX

Overview Fund Activity

419 hedge funds and large institutions have $9.91B invested in WEX in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 115 increasing their positions, 172 reducing their positions, and 47 closing their positions.

Holders
419
Holders Change
+4
Holders Change %
+0.96%
% of All Funds
6.08%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
56
Increased
115
Reduced
172
Closed
47
Calls
$89.2M
Puts
$10.1M
Net Calls
+$79.1M
Net Calls Change
+$6.47M

Top Buyers

1
LAM
1
Lyrical Asset Management
New York
$210M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$262M
3
Deutsche Bank
3
Deutsche Bank
Germany
$53.2M
4
PCM
4
Penserra Capital Management
California
$15.4M
5
VA
5
Vident Advisory
Georgia
$13.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$465M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$661M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$202M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$8.35M
5
JAM
5
Jupiter Asset Management
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFD
401
Creative Financial Designs
Indiana
$3.09K 13 – –
FMP
402
Financial Management Professionals
Texas
$3K 11 – –
RCM
403
Raleigh Capital Management
North Carolina
$2.61K 11 +10 +1,000%
AF
404
Allworth Financial
California
$2.38K 10 -1 -9%
TIM
405
Tortoise Investment Management
New York
$2.38K 10 +10 New
MIM
406
Macroview Investment Management
Maryland
$2.14K 9 -41 -82%
HI
407
Harbour Investments
Wisconsin
$2.14K 9 -2 -18%
HIA
408
Harbor Investment Advisory
Maryland
$1.9K 8 +8 New
AssetMark Inc
409
AssetMark Inc
California
$1.66K 7 -13 -65%
RF
410
Robbins Farley
New Hampshire
$1.66K 7 – –
SFA
411
Semmax Financial Advisors
North Carolina
$1.65K 8 +8 New
S
412
Sachetta
Massachusetts
$1.56K 8 – –
DPW
413
DiNuzzo Private Wealth
Pennsylvania
$1.19K 5 – –
Kayne Anderson Rudnick Investment Management
414
Kayne Anderson Rudnick Investment Management
California
$1.19K 5 – –
CIA
415
Cape Investment Advisory
Georgia
$1.19K 5 – –
MHR
416
Matthew Hamilton Rosenberg
$1.19K 5 – –
PWMG
417
Private Wealth Management Group
New Jersey
$951 4 – –
A
418
AlphaQuest
New York
$950 4 -3,573 -100%
TFM
419
TFC Financial Management
Massachusetts
$238 1 +1 New
JAM
420
Jupiter Asset Management
United Kingdom
– – -140,279 Closed
Balyasny Asset Management
421
Balyasny Asset Management
Illinois
– – -131,877 Closed
YCM
422
Yaupon Capital Management
New York
– – -77,459 Closed
HV
423
HST Ventures
Utah
– – -38,480 Closed
Walleye Capital
424
Walleye Capital
New York
– – -33,032 Closed
PCM
425
Prana Capital Management
Connecticut
– – -23,153 Closed
15 16
17
18 19