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WEX
WEX

Overview Fund Activity

439 hedge funds and large institutions have $7.29B invested in WEX in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 134 increasing their positions, 154 reducing their positions, and 56 closing their positions.

Holders
439
Holders Change
+20
Holders Change %
+4.77%
% of All Funds
6.39%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
83
Increased
134
Reduced
154
Closed
56
Calls
$92.1M
Puts
$2.8M
Net Calls
+$89.3M
Net Calls Change
+$10.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$253M
2
Morgan Stanley
2
Morgan Stanley
New York
$390M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$186M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$87.8M
5
DCP
5
Distillate Capital Partners
Illinois
$13.9M

Top Sellers

1
SIMG
1
Stephens Investment Management Group
Texas
$0
2
Deutsche Bank
2
Deutsche Bank
Germany
$4.17M
3
KCM
3
Kodai Capital Management
Illinois
$0
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$2.16M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$82.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SIC
426
SJS Investment Consulting
Ohio
$1.24K 7 -85 -92%
RF
427
Robbins Farley
New Hampshire
$1.24K 7 – –
DPW
428
DiNuzzo Private Wealth
Pennsylvania
$1.06K 6 +1 +20%
TFA
429
Toth Financial Advisory
Virginia
$1.06K 6 +6 New
NRG
430
Nemes Rush Group
Michigan
$1.06K 6 +6 New
Kayne Anderson Rudnick Investment Management
431
Kayne Anderson Rudnick Investment Management
California
$886 5 – –
CIA
432
Cape Investment Advisory
Georgia
$886 5 – –
MHR
433
Matthew Hamilton Rosenberg
$877 5 – –
PWMG
434
Private Wealth Management Group
New Jersey
$709 4 – –
MIM
435
Macroview Investment Management
Maryland
$355 2 -7 -78%
BWP
436
Baldwin Wealth Partners
Massachusetts
$354 2 +2 New
HIA
437
Harbor Investment Advisory
Maryland
$177 1 -7 -88%
FNWA
438
Financial Network Wealth Advisors
Utah
$177 1 +1 New
SIMG
439
Stephens Investment Management Group
Texas
– – -305,523 Closed
KCM
440
Kodai Capital Management
Illinois
– – -146,391 Closed
ICM
441
Invenomic Capital Management
Massachusetts
– – -96,966 Closed
AIG
442
American International Group
New York
– – -56,738 Closed
Boston Partners
443
Boston Partners
Massachusetts
– – -38,332 Closed
CM
444
Castleark Management
Illinois
– – -24,730 Closed
RC
445
Roubaix Capital
Colorado
– – -23,576 Closed
SAG
446
SageView Advisory Group
California
– – -15,603 Closed
CIC
447
Chase Investment Counsel
Virginia
– – -15,351 Closed
BAMF
448
BI Asset Management Fondsmaeglerselskab
Denmark
– – -14,352 Closed
SI
449
Sora Investors
Pennsylvania
– – -10,059 Closed
Two Sigma Advisers
450
Two Sigma Advisers
New York
– – -6,700 Closed
16 17
18
19 20