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WEX
WEX

Overview Fund Activity

216 hedge funds and large institutions have $3.54B invested in WEX in 2015 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 91 increasing their positions, 68 reducing their positions, and 30 closing their positions.

Holders
216
Holders Change
-8
Holders Change %
-3.57%
% of All Funds
5.67%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
24
Increased
91
Reduced
68
Closed
30
Calls
$1.55M
Puts
$1.66M
Net Calls
-$116K
Net Calls Change
+$1.03M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$102M
2
Wells Fargo
2
Wells Fargo
California
$128M
3
JHIU
3
Janus Henderson Investors US
Colorado
$169M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$57.5M
5
PGH
5
Partners Group Holding
Switzerland
$18.3M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$126M
3
B
3
BloombergSen
Ontario, Canada
$0
4
Mawer Investment Management
4
Mawer Investment Management
Alberta, Canada
$12.4M
5
BTW
5
Boston Trust Walden
Massachusetts
$28.1M
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
176
Huntington National Bank
Ohio
$217K 2,454 -117 -5%
Fiera Capital (Canada)
177
Fiera Capital (Canada)
Quebec, Canada
$217K 2,450 – –
PCM
178
Penserra Capital Management
California
$192K 2,172 +2,172 New
GT
179
Glenmede Trust
Pennsylvania
$176K 2,007 – –
PAM
180
Panagora Asset Management
Massachusetts
$129K 1,460 – –
MCM
181
Manchester Capital Management
Vermont
$119K 1,350 – –
Toronto Dominion Bank
182
Toronto Dominion Bank
Ontario, Canada
$118K 1,325 -2,350 -64%
LIA
183
LS Investment Advisors
Michigan
$114K 1,291 +31 +2%
EWM
184
Evercore Wealth Management
New York
$109K 1,228 -334 -21%
Zurich Cantonal Bank
185
Zurich Cantonal Bank
Switzerland
$100K 1,126 +630 +127%
BNP Paribas Financial Markets
186
BNP Paribas Financial Markets
France
$99K 1,120 +1,120 New
WT
187
Whittier Trust
California
$86K 970 – –
HR
188
Howe & Rusling
New York
$85K 960 +90 +10%
US Bancorp
189
US Bancorp
Minnesota
$61K 695 +215 +45%
JFGIW
190
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$46K 525 -1,050 -67%
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$25K 279 +29 +12%
GWM
192
Gupta Wealth Management
California
$24K 275 – –
CG
193
Cutler Group
California
$23K 268 +268 New
NYLT
194
New York Life Trust
New York
$21K 236 +236 New
WAM
195
Wealthspire Advisors (Maryland)
Maryland
$19K 217 +217 New
PMFA
196
Plante Moran Financial Advisors
Michigan
$16K 185 +40 +28%
LNB
197
Ledyard National Bank
$11K 126 – –
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$10K 108 +1 +0.9%
VFA
199
Virtus Fund Advisers
Connecticut
$9K 107 – –
LTFS
200
Ladenburg Thalmann Financial Services
Florida
$9K 103 – –
6 7
8
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