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WEX
WEX

Overview Fund Activity

241 hedge funds and large institutions have $5.09B invested in WEX in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 84 reducing their positions, and 27 closing their positions.

Holders
241
Holders Change
+12
Holders Change %
+5.24%
% of All Funds
6.03%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
41
Increased
77
Reduced
84
Closed
27
Calls
$27M
Puts
$814K
Net Calls
+$26.2M
Net Calls Change
-$1.87M

Top Buyers

1
WRF
1
Waddell & Reed Financial
Kansas
$69.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$205M
3
JHIU
3
Janus Henderson Investors US
Colorado
$307M
4
Victory Capital Management
4
Victory Capital Management
Texas
$58.9M
5
Millennium Management
5
Millennium Management
New York
$20.9M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$194M
2
Wells Fargo
2
Wells Fargo
California
$168M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$425M
4
TCM
4
TimesSquare Capital Management
New York
$154M
5
Ameriprise
5
Ameriprise
Minnesota
$11.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
151
Citadel Advisors
Florida
$635K 5,686 +5,686 New
PA
152
Profund Advisors
Maryland
$628K 5,624 +15 +0.3%
BST
153
Bath Savings Trust
Maine
$616K 5,519 -500 -8%
Barclays
154
Barclays
United Kingdom
$603K 5,401 -2,473 -31%
DT
155
Diversified Trust
Tennessee
$575K 5,150 – –
Lazard Asset Management
156
Lazard Asset Management
New York
$558K 5,007 +5,007 New
SAM
157
Securian Asset Management
Minnesota
$534K 4,786 +100 +2%
ProShare Advisors
158
ProShare Advisors
Maryland
$434K 3,892 +738 +23%
SCM
159
Shelton Capital Management
Colorado
$414K 3,714 – –
Pacer Advisors
160
Pacer Advisors
Pennsylvania
$407K 3,649 -26 -0.7%
PM
161
Parametrica Management
Hong Kong
$407K 3,651 +3,651 New
UFF
162
USA Financial Formulas
Michigan
$390K 3,498 +3,498 New
First Manhattan
163
First Manhattan
New York
$379K 3,400 – –
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$373K 3,344 -810 -19%
AAM
165
Advisors Asset Management
Colorado
$373K 3,338 +672 +25%
B
166
Barings
North Carolina
$365K 3,270 – –
CAM
167
Capstone Asset Management
Texas
$354K 3,171 +47 +2%
IRF
168
IBM Retirement Fund
New York
$344K 3,081 -555 -15%
VKH
169
Virtu KCG Holdings
New York
$343K 3,071 +615 +25%
PWLP
170
Prio Wealth Limited Partnership
Massachusetts
$303K 2,720 -1,280 -32%
Canada Pension Plan Investment Board
171
Canada Pension Plan Investment Board
Ontario, Canada
$301K 2,700 -1,700 -39%
LIA
172
LS Investment Advisors
Michigan
$294K 2,630 +157 +6%
FM
173
Forward Management
California
$282K 2,529 -4,583 -64%
JPMPWA
174
J.P. Morgan Private Wealth Advisors
California
$277K 2,480 +2,480 New
GS
175
GAM Systematic
United Kingdom
$274K 2,451 +821 +50%
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7
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