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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 %
IA
476
Inspire Advisors
Idaho
– – -977 Closed
TPI
477
Trust Point Inc
Wisconsin
– – -970 Closed
GSC
478
Ground Swell Capital
South Carolina
– – -970 Closed
CS
479
Cannell & Spears
New York
– – -958 Closed
QCM
480
QRG Capital Management
Illinois
– – -911 Closed
WLG
481
Williamson Legacy Group
Indiana
– – -889 Closed
NP
482
NorthRock Partners
Minnesota
– – -867 Closed
DWM
483
Dogwood Wealth Management
Kansas
– – -742 Closed
HFM
484
Harvest Fund Management
China
– – -692 Closed
SOW
485
State of Wyoming
Wyoming
– – -446 Closed
Asset Management One
486
Asset Management One
Japan
– – -269 Closed
IGWM
487
ICA Group Wealth Management
Colorado
– – -244 Closed
VSQM
488
V-Square Quantitative Management
Illinois
– – -117 Closed
SIC
489
Salem Investment Counselors
North Carolina
– – -40 Closed
NCTC
490
New Covenant Trust Company
Indiana
– – -35 Closed
HI
491
Harbour Investments
Wisconsin
– – -9 Closed
S
492
Sachetta
Massachusetts
– – -8 Closed
SFA
493
Semmax Financial Advisors
North Carolina
– – -8 Closed
TFM
494
TFC Financial Management
Massachusetts
– – -1 Closed
Simplex Trading
495
Simplex Trading
Illinois
– – – –
PI
496
PEAK6 Investments
Illinois
– – – –
Nomura Holdings
497
Nomura Holdings
Japan
– – – –
Wolverine Trading
498
Wolverine Trading
Illinois
– – – –
SSG
499
Summit Securities Group
New York
$0 1 +1 New
16 17 18 19
20