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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 %
ACM
426
AREX Capital Management
New York
– – -18,750 Closed
CCM
427
Cinctive Capital Management
New York
– – -18,457 Closed
LOAME
428
Lombard Odier Asset Management (Europe)
United Kingdom
– – -13,750 Closed
Man Group
429
Man Group
United Kingdom
– – -12,200 Closed
DA
430
Duality Advisers
Florida
– – -10,017 Closed
Squarepoint
431
Squarepoint
New York
– – -9,034 Closed
EF
432
Empowered Funds
Pennsylvania
– – -8,059 Closed
Schroder Investment Management Group
433
Schroder Investment Management Group
United Kingdom
– – -7,015 Closed
Susquehanna International Group
434
Susquehanna International Group
Pennsylvania
– – -5,612 Closed
QC
435
Quadrature Capital
United Kingdom
– – -5,104 Closed
PVH
436
Psagot Value Holdings
Israel
– – -5,000 Closed
EFH
437
Eaton Financial Holdings
Florida
– – -4,548 Closed
Allianz Asset Management
438
Allianz Asset Management
Germany
– – -4,214 Closed
VI
439
Vestcor Inc
New Brunswick, Canada
– – -3,232 Closed
ADIM
440
Alpha DNA Investment Management
Maryland
– – -3,177 Closed
CC
441
Centiva Capital
New York
– – -3,150 Closed
AWM
442
AE Wealth Management
Kansas
– – -2,967 Closed
WPW
443
Waldron Private Wealth
Pennsylvania
– – -2,816 Closed
M1FG
444
Mach-1 Financial Group
Arkansas
– – -2,803 Closed
ACM
445
Aquatic Capital Management
Illinois
– – -2,700 Closed
CSS
446
Cubist Systematic Strategies
Connecticut
– – -2,432 Closed
YC
447
Yarbrough Capital
Tennessee
– – -2,318 Closed
RFN
448
RDA Financial Network
Iowa
– – -2,291 Closed
PI
449
PEAK6 Investments
Illinois
– – -2,060 Closed
AWM
450
Axxcess Wealth Management
California
– – -2,021 Closed
15 16 17
18
19