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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 %
AG
126
Algert Global
California
$4.36M 18,346 – –
MC
127
Martin & Co
Tennessee
$4.03M 16,983 -145 -0.8%
Ohio Public Employees Retirement System (OPERS)
128
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.95M 16,627 -1,543 -8%
AIP
129
Ameritas Investment Partners
Nebraska
$3.9M 16,436 – –
BC
130
Burney Company
Virginia
$3.9M 16,420 -12,212 -43%
CEI
131
Clark Estates Inc
New York
$3.66M 15,400 -3,900 -20%
CIC
132
Chase Investment Counsel
Virginia
$3.65M 15,351 +15,351 New
CCMG
133
Clark Capital Management Group
Pennsylvania
$3.63M 15,278 +323 +2%
Macquarie Group
134
Macquarie Group
Australia
$3.59M 15,122 -456 -3%
BAMF
135
BI Asset Management Fondsmaeglerselskab
Denmark
$3.41M 14,352 -4,239 -23%
FG
136
Formula Growth
Quebec, Canada
$3.37M 14,200 – –
CP
137
CenterBook Partners
Connecticut
$3.29M 13,862 -2,656 -16%
SI
138
Stephens Inc
Arkansas
$3.2M 13,465 -747 -5%
BMSSC
139
B. Metzler seel. Sohn & Co
Germany
$3.16M 13,318 – –
Cetera Investment Advisers
140
Cetera Investment Advisers
Illinois
$3.16M 13,289 +11,899 +856%
Citigroup
141
Citigroup
New York
$3M 12,614 +17 +0.1%
LSERS
142
Louisiana State Employees Retirement System
Louisiana
$2.92M 12,300 +300 +3%
NRCM
143
Northern Right Capital Management
Connecticut
$2.88M 12,129 -36,812 -75%
ASRS
144
Arizona State Retirement System
Arizona
$2.79M 11,745 -263 -2%
GIA
145
GHP Investment Advisors
Colorado
$2.76M 11,628 -345 -3%
CAN
146
Cetera Advisor Networks
California
$2.73M 11,511 +11,511 New
QCM
147
Quantinno Capital Management
New York
$2.67M 11,227 +268 +2%
VOYA Investment Management
148
VOYA Investment Management
Georgia
$2.63M 11,068 -530 -5%
Corient Private Wealth
149
Corient Private Wealth
Florida
$2.62M 11,039 +881 +9%
WC
150
Weil Company
California
$2.61M 10,971 +10,971 New
4 5
6
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