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WEX
WEX

Overview Fund Activity

201 hedge funds and large institutions have $3.7B invested in WEX in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 68 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-6
Holders Change %
-2.9%
% of All Funds
5.81%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
21
Increased
75
Reduced
68
Closed
24
Calls
$2.81M
Puts
–
Net Calls
+$2.81M
Net Calls Change
+$2.81M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
$74.4M
2
JHIU
Janus Henderson Investors US
Colorado
$57.6M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$41.7M
4
ESCM
Echo Street Capital Management
New York
$12.6M
5
Nomura Holdings
Nomura Holdings
Japan
$11.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$103M
2
FCM
Frontier Capital Management
Massachusetts
$67.9M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$68.9M
4
TI
Turner Investments
Pennsylvania
$0
5
Deutsche Bank
Deutsche Bank
Germany
$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
176
BlackRock
New York
$102K -$246K -2,568 -71%
WIL
177
Winifred I. Li
$97K – – –
WT
178
Whittier Trust
California
$92K -$768K -8,099 -89%
JFGIW
179
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$64K +$37.9K +400 +145%
US Bancorp
180
US Bancorp
Minnesota
$57K -$30K -312 -34%
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$44K -$26.7K -280 -38%
TRCT
182
Tower Research Capital (TRC)
New York
$34K +$23K +239 +210%
SC
183
Saturna Capital
Washington
$31K – – –
OIA
184
Optimum Investment Advisors
Illinois
$29K – – –
Manulife (Manufacturers Life Insurance)
185
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.5K -$2.73K -28,679 -13%
PMFA
186
Plante Moran Financial Advisors
Michigan
$14K – – –
GAM
187
Gemmer Asset Management
California
$14K +$14K +145 New
Envestnet Asset Management
188
Envestnet Asset Management
Illinois
$13K -$782 -8 -6%
LNB
189
Ledyard National Bank
$12K – – –
Bessemer Group
190
Bessemer Group
New Jersey
$11K -$555 -6 -5%
DADC
191
D.A. Davidson & Co
Montana
$9K – – –
BPBT
192
Boston Private Bank & Trust
Massachusetts
$8K – – –
LTFS
193
Ladenburg Thalmann Financial Services
Florida
$6K – – –
MA
194
MUFG Americas
New York
$4K +$4K +37 New
MPWT
195
MassMutual Private Wealth & Trust
Connecticut
$3.33K – – –
WCBA
196
Weaver C. Barksdale & Associates
Tennessee
$3K – – –
WRM
197
Westport Resources Management
Connecticut
$3K – – –
M&T Bank
198
M&T Bank
New York
$3K +$3K +34 New
WA
199
WealthTrust-Arizona
Arizona
$2K – – –
PTC
200
Private Trust Company
Ohio
$1K -$1K -15 -50%
5 6 7
8
9