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WEX
WEX

Overview Fund Activity

351 hedge funds and large institutions have $8.95B invested in WEX in 2020 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 97 increasing their positions, 130 reducing their positions, and 65 closing their positions.

Holders
351
Holders Change
+6
Holders Change %
+1.74%
% of All Funds
6.23%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
73
Increased
97
Reduced
130
Closed
65
Calls
$74.1M
Puts
$27.2M
Net Calls
+$46.9M
Net Calls Change
+$36.4M

Top Buyers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$108M
2
Wells Fargo
2
Wells Fargo
California
$222M
3
Citigroup
3
Citigroup
New York
$55.7M
4
WA
4
Wasatch Advisors
Utah
$120M
5
Brown Advisory
5
Brown Advisory
Maryland
$83M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$34.9M
2
ACM
2
Atlanta Capital Management
Georgia
$565M
3
HVCM
3
HG Vora Capital Management
New York
$0
4
Invesco
4
Invesco
Georgia
$68.9M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$646M
Name Market Value Shares Shares
Change 		Shares
Change %
SIMG
26
Stephens Investment Management Group
Texas
$73.2M 359,830 +55,678 +18%
Northern Trust
27
Northern Trust
Illinois
$70.7M 347,180 -340 -0.1%
Goldman Sachs
28
Goldman Sachs
New York
$69.9M 343,623 +68,926 +25%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$69.8M 342,778 +34,256 +11%
Invesco
30
Invesco
Georgia
$68.9M 338,695 -196,563 -37%
AAM
31
Ardevora Asset Management
United Kingdom
$63.2M 310,273 +61,200 +25%
Bank of America
32
Bank of America
North Carolina
$62.2M 305,578 -70,873 -19%
Citigroup
33
Citigroup
New York
$55.7M 273,599 +245,704 +881%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$54M 258,553 +25,195 +11%
William Blair & Company
35
William Blair & Company
Illinois
$53.4M 262,514 -66,215 -20%
Charles Schwab
36
Charles Schwab
California
$52.2M 256,709 +6,431 +3%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$49.7M 244,423 +1,396 +0.6%
Morgan Stanley
38
Morgan Stanley
New York
$47.6M 233,993 +34,468 +17%
WJWM
39
Williams Jones Wealth Management
New York
$45.3M 222,465 -3,060 -1%
DZ Bank
40
DZ Bank
Germany
$34.9M 173,290 -456,162 -72%
PFM
41
Premier Fund Managers
United Kingdom
$34.7M 172,600 – –
Citadel Advisors
42
Citadel Advisors
Florida
$34.6M 170,191 +97,777 +135%
Loomis, Sayles & Company
43
Loomis, Sayles & Company
Massachusetts
$30.3M 148,886 -23,468 -14%
Principal Financial Group
44
Principal Financial Group
Iowa
$26.6M 130,881 -87 -0.1%
PPA
45
Parametric Portfolio Associates
Washington
$26.5M 130,298 +9,586 +8%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$26.3M 129,087 +539 +0.4%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$25.3M 124,527 +608 +0.5%
Ameriprise
48
Ameriprise
Minnesota
$25.3M 124,329 -6,227 -5%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$25M 123,049 -6,930 -5%
RMDI
50
R.M. Davis Inc
Maine
$25M 122,992 +3,792 +3%
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