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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 %
RA
126
Royce & Associates
New York
$3.36M 18,970 – –
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$3.25M 18,333 -1,100 -6%
Allspring Global Investments
128
Allspring Global Investments
North Carolina
$3.23M 18,232 -33,190 -65%
Treasurer of the State of North Carolina
129
Treasurer of the State of North Carolina
North Carolina
$3.22M 18,165 -930 -5%
BMSSC
130
B. Metzler seel. Sohn & Co
Germany
$3.15M 17,799 +4,481 +34%
YCM
131
Yousif Capital Management
Michigan
$3.11M 17,571 -1,901 -10%
YCM
132
Yaupon Capital Management
New York
$3.06M 17,257 +17,257 New
Natixis Advisors
133
Natixis Advisors
Massachusetts
$3.03M 17,116 -2,683 -14%
MC
134
Martin & Co
Tennessee
$3.01M 16,995 +12 +0.1%
BC
135
Burney Company
Virginia
$2.98M 16,802 +382 +2%
ORI
136
Oak Ridge Investments
Illinois
$2.95M 16,674 -1,860 -10%
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.87M 16,195 -432 -3%
CCMG
138
Clark Capital Management Group
Pennsylvania
$2.84M 16,058 +780 +5%
AIP
139
Ameritas Investment Partners
Nebraska
$2.82M 15,912 -524 -3%
Barclays
140
Barclays
United Kingdom
$2.76M 15,563 -30,371 -66%
State of New Jersey Common Pension Fund D
141
State of New Jersey Common Pension Fund D
New Jersey
$2.73M 15,427 -8,163 -35%
CSS
142
Cubist Systematic Strategies
Connecticut
$2.7M 15,243 +15,243 New
Macquarie Group
143
Macquarie Group
Australia
$2.7M 15,227 +105 +0.7%
ACM
144
Aquatic Capital Management
Illinois
$2.69M 15,200 +15,200 New
MS
145
Maven Securities
Jersey
$2.66M 15,000 +15,000 New
CEI
146
Clark Estates Inc
New York
$2.63M 14,850 -550 -4%
Cetera Investment Advisers
147
Cetera Investment Advisers
Illinois
$2.46M 13,874 +585 +4%
Citigroup
148
Citigroup
New York
$2.36M 13,309 +695 +6%
WC
149
Weil Company
California
$2.33M 13,170 +2,199 +20%
PCM
150
Portolan Capital Management
Massachusetts
$2.28M 12,863 +12,863 New
4 5
6
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