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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 %
JCIA
451
Jackson Creek Investment Advisors
Colorado
– – -1,855 Closed
SG Americas Securities
452
SG Americas Securities
New York
– – -1,845 Closed
Verition Fund Management
453
Verition Fund Management
Connecticut
– – -1,619 Closed
YIH
454
Y-Intercept (HK)
Hong Kong
– – -1,509 Closed
PL
455
Perpetual Ltd
Australia
– – -1,254 Closed
GCM
456
Graham Capital Management
Connecticut
– – -1,222 Closed
HT
457
Headlands Technologies
Illinois
– – -1,143 Closed
AR
458
Advisory Research
Illinois
– – -1,091 Closed
SOS
459
Silver Oak Securities
Tennessee
– – -1,076 Closed
Skandinaviska Enskilda Banken (SEB)
460
Skandinaviska Enskilda Banken (SEB)
Sweden
– – -600 Closed
CMBA
461
C.M. Bidwell & Associates
Hawaii
– – -376 Closed
GWS
462
Glassman Wealth Services
Virginia
– – -52 Closed
EC
463
EntryPoint Capital
New York
– – -18 Closed
BBHC
464
Brown Brothers Harriman & Co
New York
– – -18 Closed
GI
465
Gradient Investments
Minnesota
– – -5 Closed
MSWM
466
McGlone Suttner Wealth Management
Wisconsin
– – -3 Closed
Simplex Trading
467
Simplex Trading
Illinois
– – – –
Nomura Holdings
468
Nomura Holdings
Japan
– – – –
Wolverine Trading
469
Wolverine Trading
Illinois
– – – –
Citadel Advisors
470
Citadel Advisors
Florida
– – – –
15 16 17 18
19