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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 %
PAM
51
Panagora Asset Management
Massachusetts
$27.1M 114,009 -215 -0.2%
WCM Investment Management
52
WCM Investment Management
California
$25.8M 108,569 +446 +0.4%
ICM
53
Invenomic Capital Management
Massachusetts
$23M 96,966 -100,885 -51%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$21.2M 89,125 -5,758 -6%
UBS AM
55
UBS AM
Illinois
$20.5M 86,318 +5,539 +7%
HCC
56
Hill City Capital
Massachusetts
$20.2M 85,000 – –
Swiss National Bank
57
Swiss National Bank
Switzerland
$20M 84,326 -400 -0.5%
NSCM
58
New South Capital Management
Tennessee
$19.8M 83,282 -3,805 -4%
CS
59
Credit Suisse
Switzerland
$19.5M 82,090 +70 +0.1%
Retirement Systems of Alabama
60
Retirement Systems of Alabama
Alabama
$19.1M 80,567 +141 +0.2%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$18.7M 78,798 -1,208 -2%
RJA
62
Raymond James & Associates
Florida
$18.2M 76,666 -1,319 -2%
Creative Planning
63
Creative Planning
Kansas
$18.2M 76,435 -876 -1%
Hotchkis & Wiley Capital Management
64
Hotchkis & Wiley Capital Management
California
$17.8M 75,123 +3 +0%
IGM
65
Incline Global Management
New York
$15.8M 66,590 -27,414 -29%
ST
66
Spinnaker Trust
Maine
$15.6M 65,633 – –
Legal & General Group
67
Legal & General Group
United Kingdom
$15.5M 65,065 +571 +0.9%
PCM
68
Penserra Capital Management
California
$15.4M 64,701 +64,701 New
AllianceBernstein
69
AllianceBernstein
Tennessee
$14.3M 60,237 -4,608 -7%
VA
70
Vident Advisory
Georgia
$13.8M 58,264 +54,858 +1,611%
Wells Fargo
71
Wells Fargo
California
$13.8M 58,253 -3,674 -6%
AIG
72
American International Group
New York
$13.5M 56,738 -1,161 -2%
CI
73
Cambiar Investors
Colorado
$13M 54,874 +181 +0.3%
TSW
74
Thompson Siegel & Walmsley
Virginia
$12.5M 52,492 -7,734 -13%
AQR Capital Management
75
AQR Capital Management
Connecticut
$12.4M 52,573 -38,493 -42%
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