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WEX
WEX

Overview Fund Activity

415 hedge funds and large institutions have $8.53B invested in WEX in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 126 increasing their positions, 162 reducing their positions, and 45 closing their positions.

Holders
415
Holders Change
+6
Holders Change %
+1.47%
% of All Funds
6.09%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
59
Increased
126
Reduced
162
Closed
45
Calls
$78.1M
Puts
$5.51M
Net Calls
+$72.6M
Net Calls Change
-$3.51M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$746M
2
KCM
2
Kodai Capital Management
Illinois
$49.7M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$607M
4
Handelsbanken Fonder
4
Handelsbanken Fonder
Sweden
$31.9M
5
Millennium Management
5
Millennium Management
New York
$49.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$201M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$91.2M
3
Jennison Associates
3
Jennison Associates
New York
$85.9M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
Bank of America
5
Bank of America
North Carolina
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
PAM
51
Panagora Asset Management
Massachusetts
$22.2M 114,224 -77,367 -40%
WCM Investment Management
52
WCM Investment Management
California
$21.2M 108,123 +6,992 +7%
First Trust Advisors
53
First Trust Advisors
Illinois
$21.2M 108,808 +41,095 +61%
SSA
54
Schonfeld Strategic Advisors
New York
$19.5M 100,401 -40,886 -29%
T. Rowe Price Associates
55
T. Rowe Price Associates
Maryland
$18.5M 94,883 -290 -0.3%
IGM
56
Incline Global Management
New York
$18.3M 94,004 -857 -0.9%
Invesco
57
Invesco
Georgia
$17.8M 91,707 +1,134 +1%
AQR Capital Management
58
AQR Capital Management
Connecticut
$17.7M 91,066 +26,259 +41%
FCM
59
Freshford Capital Management
New York
$17.6M 90,540 – –
NSCM
60
New South Capital Management
Tennessee
$16.9M 87,087 -2,436 -3%
HCC
61
Hill City Capital
Massachusetts
$16.5M 85,000 – –
Swiss National Bank
62
Swiss National Bank
Switzerland
$16.5M 84,726 -9,400 -10%
CS
63
Credit Suisse
Switzerland
$16M 82,020 +4,452 +6%
UBS AM
64
UBS AM
Illinois
$15.7M 80,779 +2,822 +4%
Retirement Systems of Alabama
65
Retirement Systems of Alabama
Alabama
$15.6M 80,426 -106 -0.1%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$15.6M 80,006 -5,149 -6%
RJA
67
Raymond James & Associates
Florida
$15.2M 77,985 -1,458 -2%
YCM
68
Yaupon Capital Management
New York
$15.1M 77,459 -5,174 -6%
Creative Planning
69
Creative Planning
Kansas
$15M 77,311 -66,391 -46%
Hotchkis & Wiley Capital Management
70
Hotchkis & Wiley Capital Management
California
$14.6M 75,120 -24,510 -25%
ST
71
Spinnaker Trust
Maine
$12.8M 65,633 +52,163 +387%
AllianceBernstein
72
AllianceBernstein
Tennessee
$12.6M 64,845 +1,729 +3%
Legal & General Group
73
Legal & General Group
United Kingdom
$12.5M 64,494 -5,335 -8%
Wells Fargo
74
Wells Fargo
California
$12M 61,927 -3,723 -6%
TSW
75
Thompson Siegel & Walmsley
Virginia
$11.7M 60,226 -7,365 -11%
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