WEX icon

WEX
WEX

Overview Fund Activity

344 hedge funds and large institutions have $8.7B invested in WEX in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 113 increasing their positions, 119 reducing their positions, and 35 closing their positions.

Holders
344
Holders Change
+4
Holders Change %
+1.18%
% of All Funds
7.56%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
40
Increased
113
Reduced
119
Closed
35
Calls
$88.5M
Puts
$93.7M
Net Calls
-$5.16M
Net Calls Change
-$19.9M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$53.7M
2
WJWM
2
Williams Jones Wealth Management
New York
$48M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$235M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$64.1M
5
CC
5
Carlson Capital
Texas
$31.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.2M
2
MCM
2
Moore Capital Management
New York
$0
3
JCM
3
Junto Capital Management
New York
$0
4
USAA
4
United Services Automobile Association
Texas
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$45.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$69.4M 343,381 -20,192 -6%
Westfield Capital Management
27
Westfield Capital Management
Massachusetts
$64.1M 316,992 +184,534 +139%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$60.9M 301,496 +25,146 +9%
SIMG
29
Stephens Investment Management Group
Texas
$59.9M 296,451 +528 +0.2%
Loomis, Sayles & Company
30
Loomis, Sayles & Company
Massachusetts
$58.5M 289,358 +22,044 +8%
EAM
31
Eagle Asset Management
Florida
$56.2M 278,172 +58,270 +26%
Balyasny Asset Management
32
Balyasny Asset Management
Illinois
$53.7M 265,620 +261,595 +6,499%
Norges Bank
33
Norges Bank
Norway
$50.6M 250,224 +4,697 +2%
Victory Capital Management
34
Victory Capital Management
Texas
$48.2M 238,765 -9,778 -4%
Charles Schwab
35
Charles Schwab
California
$48.2M 238,655 +17,450 +8%
WJWM
36
Williams Jones Wealth Management
New York
$48M 237,377 +237,377 New
Ameriprise
37
Ameriprise
Minnesota
$47.4M 234,540 -3,765 -2%
CTA
38
Carillon Tower Advisers
Florida
$45.9M 227,031 +54,270 +31%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$45.3M 223,961 -103,758 -32%
Artisan Partners
40
Artisan Partners
Wisconsin
$42.7M 211,103 -83,152 -28%
CCI
41
Columbus Circle Investors
$39.3M 194,562 +11,006 +6%
Principal Financial Group
42
Principal Financial Group
Iowa
$38.6M 191,153 -3,851 -2%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$35.4M 175,309 -2,296 -1%
JAM
44
Jupiter Asset Management
United Kingdom
$33.8M 167,518 +45,927 +38%
Franklin Resources
45
Franklin Resources
California
$32.2M 159,118 – –
CC
46
Carlson Capital
Texas
$31.9M 157,875 +157,875 New
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.1M 154,152 -7,878 -5%
AAMU
48
Amundi Asset Management US
Massachusetts
$31.1M 153,763 +15,811 +11%
CRCP
49
Copper Rock Capital Partners
Massachusetts
$30.8M 152,372 -39 -0%
PCM
50
Peregrine Capital Management
Minnesota
$29.5M 146,014 +4,791 +3%
1
2
3 4 5