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WEX
WEX

Overview Fund Activity

220 hedge funds and large institutions have $5.39B invested in WEX in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 115 increasing their positions, 50 reducing their positions, and 26 closing their positions.

Holders
220
Holders Change
-7
Holders Change %
-3.08%
% of All Funds
5.49%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
20
Increased
115
Reduced
50
Closed
26
Calls
$1.87M
Puts
$449K
Net Calls
+$1.43M
Net Calls Change
+$5.42M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$468M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$112M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$465M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$453M
5
Deutsche Bank
5
Deutsche Bank
Germany
$61.5M

Top Sellers

1
WP
1
Warburg Pincus
New York
$34.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$79.1M
3
CIP
3
Champlain Investment Partners
Vermont
$141M
4
Victory Capital Management
4
Victory Capital Management
Texas
$34.3M
5
Millennium Management
5
Millennium Management
New York
$20.3M
Name Market Value Shares Shares
Change 		Shares
Change %
EVM
176
Eaton Vance Management
Massachusetts
$247K 2,204 +29 +1%
GHCM
177
Glen Harbor Capital Management
California
$244K 2,176 +240 +12%
KeyBank National Association
178
KeyBank National Association
Ohio
$241K 2,150 +2,150 New
CCM
179
CrestPoint Capital Management
Missouri
$236K 2,100 – –
Russell Investments Group
180
Russell Investments Group
United Kingdom
$234K 2,084 +117 +6%
ZB
181
Zions Bancorporation
Utah
$221K 1,967 +1,967 New
RJT
182
Raymond James Trust
Florida
$214K 1,908 -35 -2%
HNB
183
Huntington National Bank
Ohio
$214K 1,906 -2 -0.1%
M&T Bank
184
M&T Bank
New York
$214K 1,905 +1,905 New
Zurich Cantonal Bank
185
Zurich Cantonal Bank
Switzerland
$208K 1,850 – –
QSS
186
Quantitative Systematic Strategies
Florida
$203K 1,813 +1,813 New
Jane Street
187
Jane Street
New York
$200K 1,786 -8,237 -82%
AAM
188
Advisors Asset Management
Colorado
$200K 1,778 -154 -8%
IUHSA
189
Itau Unibanco Holding S.A.
Brazil
$196K 552 -574 -51%
FBT
190
First Bank & Trust
South Dakota
$179K 1,592 -94 -6%
TRCT
191
Tower Research Capital (TRC)
New York
$167K 1,495 +1,095 +274%
PAM
192
Panagora Asset Management
Massachusetts
$164K 1,460 – –
FPFS
193
First Personal Financial Services
North Carolina
$113K 1,004 +208 +26%
WT
194
Whittier Trust
California
$109K 970 -57 -6%
US Bancorp
195
US Bancorp
Minnesota
$86K 766 -152 -17%
LTFS
196
Ladenburg Thalmann Financial Services
Florida
$79K 707 -9 -1%
EWM
197
Evercore Wealth Management
New York
$64K 575 – –
AG
198
Advisor Group
Arizona
$52K 457 +247 +118%
QI
199
QS Investors
New York
$45K 400 – –
AIL
200
AGF Investments LLC
Ontario, Canada
$44K 380 -50 -12%
6 7
8
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