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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 %
VCA
151
Verdence Capital Advisors
Maryland
$2.6M 10,967 -1,086 -9%
ZB
152
Zions Bancorporation
Utah
$2.57M 10,835 +591 +6%
Thrivent Financial for Lutherans
153
Thrivent Financial for Lutherans
Minnesota
$2.54M 10,710 +34 +0.3%
OPERF
154
Oregon Public Employees Retirement Fund
Oregon
$2.52M 10,601 -1,464 -12%
SOMRS
155
State of Michigan Retirement System
Michigan
$2.49M 10,475 +200 +2%
American Century Companies
156
American Century Companies
Missouri
$2.46M 10,357 +1,363 +15%
LCM
157
Logan Capital Management
Pennsylvania
$2.41M 10,167 -17 -0.2%
SI
158
Sora Investors
Pennsylvania
$2.39M 10,059 +10,059 New
BFC
159
Banc Funds Company
Illinois
$2.37M 9,955 – –
Teacher Retirement System of Texas
160
Teacher Retirement System of Texas
Texas
$2.29M 9,631 -1,021 -10%
NMIMC
161
Northwestern Mutual Investment Management Company
Wisconsin
$2.26M 9,532 +25 +0.3%
COPPSERS
162
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.25M 9,454 +24 +0.3%
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$2.17M 9,131 +1,546 +20%
Qube Research & Technologies (QRT)
164
Qube Research & Technologies (QRT)
United Kingdom
$2.15M 9,065 -23,379 -72%
Victory Capital Management
165
Victory Capital Management
Texas
$2.13M 8,979 -263 -3%
NMERB
166
New Mexico Educational Retirement Board
New Mexico
$2.11M 8,900 – –
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$2.08M 8,752 +404 +5%
Zurich Cantonal Bank
168
Zurich Cantonal Bank
Switzerland
$2.06M 8,685 -512 -6%
BAM
169
Bullseye Asset Management
Colorado
$1.98M 8,325 – –
Pathstone Holdings
170
Pathstone Holdings
New Jersey
$1.92M 8,068 +345 +4%
Wealth Enhancement Advisory Services
171
Wealth Enhancement Advisory Services
Minnesota
$1.8M 7,596 +3,722 +96%
URS
172
Utah Retirement Systems
Utah
$1.76M 7,422 – –
Jane Street
173
Jane Street
New York
$1.66M 6,975 -10,998 -61%
X
174
Xponance
Pennsylvania
$1.64M 6,915 -87 -1%
Two Sigma Advisers
175
Two Sigma Advisers
New York
$1.59M 6,700 -1,100 -14%
5 6
7
8 9