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WEX
WEX

Overview Fund Activity

208 hedge funds and large institutions have $3.28B invested in WEX in 2016 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 91 increasing their positions, 68 reducing their positions, and 28 closing their positions.

Holders
208
Holders Change
-8
Holders Change %
-3.7%
% of All Funds
5.55%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
20
Increased
91
Reduced
68
Closed
28
Calls
$965K
Puts
$184K
Net Calls
+$781K
Net Calls Change
+$897K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$175M
2
ACM
2
Atlanta Capital Management
Georgia
$171M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$133M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$73.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$28.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$18.8M
2
CWAM
2
Columbia Wanger Asset Management
Illinois
$0
3
Capital World Investors
3
Capital World Investors
California
$0
4
William Blair & Company
4
William Blair & Company
Illinois
$33.6M
5
CC
5
Capital Counsel
New York
$226K
Name Market Value Shares Shares
Change 		Shares
Change %
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$94K 1,126 – –
WT
177
Whittier Trust
California
$81K 970 – –
US Bancorp
178
US Bancorp
Minnesota
$58K 691 -4 -0.6%
EWM
179
Evercore Wealth Management
New York
$48K 572 -656 -53%
Victory Capital Management
180
Victory Capital Management
Texas
$48K 571 +571 New
AIM
181
Assured Investment Management
New York
$34K 411 +411 New
JFGIW
182
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K 300 -225 -43%
CG
183
Cutler Group
California
$22K 268 – –
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$21K 250 -29 -10%
TRCT
185
Tower Research Capital (TRC)
New York
$20K 242 +238 +5,950%
Geode Capital Management
186
Geode Capital Management
Massachusetts
$19.1K 229,576 +3,407 +2%
PMFA
187
Plante Moran Financial Advisors
Michigan
$12K 145 -40 -22%
LNB
188
Ledyard National Bank
$11K 126 – –
LTFS
189
Ladenburg Thalmann Financial Services
Florida
$9K 111 +8 +8%
HPBT
190
High Point Bank & Trust
North Carolina
$9K 104 +104 New
GCL
191
Glazer Capital LLC
New York
$8K 100 +100 New
MFS
192
MSI Financial Services
Massachusetts
$7K 80 +65 +433%
Bessemer Group
193
Bessemer Group
New Jersey
$6K 67 +30 +81%
RFS
194
Rockefeller Financial Services
New York
$6K 67 +67 New
CCA
195
Checchi Capital Advisers
California
$5K 63 +63 New
FQ
196
First Quadrant
California
$4K 52 -4 -7%
WCBA
197
Weaver C. Barksdale & Associates
Tennessee
$4K 44 – –
ZB
198
Zions Bancorporation
Utah
$4K 40 – –
FHA
199
First Horizon Advisors
Tennessee
$4K 50 +4 +9%
Creative Planning
200
Creative Planning
Kansas
$2K 21 – –
6 7
8
9 10