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WEX
WEX

Overview Fund Activity

227 hedge funds and large institutions have $4.79B invested in WEX in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 110 increasing their positions, 58 reducing their positions, and 38 closing their positions.

Holders
227
Holders Change
-12
Holders Change %
-5.02%
% of All Funds
5.67%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
28
Increased
110
Reduced
58
Closed
38
Calls
$4.01M
Puts
$8M
Net Calls
-$3.99M
Net Calls Change
-$8.38M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$331M
2
Citadel Advisors
2
Citadel Advisors
Florida
$108M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$368M
4
ACM
4
Atlanta Capital Management
Georgia
$313M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$128M

Top Sellers

1
WP
1
Warburg Pincus
New York
$268M
2
WRF
2
Waddell & Reed Financial
Kansas
$15.3M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$54.7M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$46.1M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$386K
Name Market Value Shares Shares
Change 		Shares
Change %
BTS
176
BB&T Securities
Virginia
$244K 2,345 +2,345 New
TI
177
Trexquant Investment
Connecticut
$240K 2,300 +2,300 New
JPMPWA
178
J.P. Morgan Private Wealth Advisors
California
$232K 2,224 -128 -5%
RCM
179
Riverhead Capital Management
Delaware
$229K 2,198 +998 +83%
EVM
180
Eaton Vance Management
Massachusetts
$227K 2,175 +3 +0.1%
BNP Paribas Asset Management
181
BNP Paribas Asset Management
France
$219K 2,103 – –
CCM
182
CrestPoint Capital Management
Missouri
$219K 2,100 – –
Russell Investments Group
183
Russell Investments Group
United Kingdom
$205K 1,967 +122 +7%
GHCM
184
Glen Harbor Capital Management
California
$202K 1,936 +816 +73%
RJT
185
Raymond James Trust
Florida
$202K 1,943 +1,943 New
AAM
186
Advisors Asset Management
Colorado
$201K 1,932 -173 -8%
HNB
187
Huntington National Bank
Ohio
$199K 1,908 +224 +13%
Zurich Cantonal Bank
188
Zurich Cantonal Bank
Switzerland
$193K 1,850 +162 +10%
CG
189
Cutler Group
California
$192K 1,845 +1,551 +528%
FT
190
Fiduciary Trust
Massachusetts
$192K 1,840 +1,840 New
FBT
191
First Bank & Trust
South Dakota
$176K 1,686 +82 +5%
PAM
192
Panagora Asset Management
Massachusetts
$152K 1,460 – –
IUHSA
193
Itau Unibanco Holding S.A.
Brazil
$117K 1,126 +1,025 +1,015%
WT
194
Whittier Trust
California
$107K 1,027 – –
US Bancorp
195
US Bancorp
Minnesota
$96K 918 +427 +87%
FPFS
196
First Personal Financial Services
North Carolina
$83K 796 +97 +14%
LTFS
197
Ladenburg Thalmann Financial Services
Florida
$74K 716 +42 +6%
EWM
198
Evercore Wealth Management
New York
$60K 575 – –
AIL
199
AGF Investments LLC
Ontario, Canada
$46K 430 +430 New
QI
200
QS Investors
New York
$42K 400 – –
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8
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