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WEX
WEX

Overview Fund Activity

346 hedge funds and large institutions have $7.24B invested in WEX in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 117 increasing their positions, 117 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+11
Holders Change %
+3.28%
% of All Funds
7.11%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
77
Increased
117
Reduced
117
Closed
64
Calls
$56.6M
Puts
$62.2M
Net Calls
-$5.65M
Net Calls Change
-$6.61M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$109M
2
KCM
Kensico Capital Management
Connecticut
+$100M
3
ACM
Atlanta Capital Management
Georgia
+$83M
4
DZ Bank
DZ Bank
Germany
+$73.7M
5
Invesco
Invesco
Georgia
+$55.4M

Top Sellers

1
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$76.6M
2
EAM
Eagle Asset Management
Florida
-$59.4M
3
SCM
Steadfast Capital Management
New York
-$53.1M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$43M
5
Citadel Advisors
Citadel Advisors
Florida
-$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
176
US Bancorp
Minnesota
$1.02M -$360K -2,182 -26%
AB
177
Amalgamated Bank
New York
$1M -$921K -5,580 -48%
AAM
178
Advisors Asset Management
Colorado
$983K -$189K -1,144 -16%
EWA
179
Exencial Wealth Advisors
Oklahoma
$908K +$825 +5 +0.1%
Harris Associates
180
Harris Associates
Illinois
$891K +$891K +5,400 New
OC
181
Oppenheimer & Co
New York
$864K +$476K +2,883 +123%
GAM
182
Gotham Asset Management
New York
$862K -$3.05M -18,484 -78%
SAM
183
Sompo Asset Management
Japan
$856K -$1.19M -7,210 -58%
Asset Management One
184
Asset Management One
Japan
$825K -$45.2K -274 -5%
CGH
185
Crossmark Global Holdings
Texas
$811K +$67.2K +407 +9%
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$791K +$186K +1,130 +31%
CG
187
Carmignac Gestion
France
$776K +$776K +4,700 New
BAM
188
Belpointe Asset Management
Nevada
$767K +$90.7K +550 +13%
Acadian Asset Management
189
Acadian Asset Management
Massachusetts
$765K +$765K +4,637 New
Parallax Volatility Advisers
190
Parallax Volatility Advisers
California
$750K +$196K +1,187 +35%
MA
191
Montag & Associates
Georgia
$750K +$750K +4,545 New
Wolverine Trading
192
Wolverine Trading
Illinois
$734K +$91.3K +561 +14%
CF
193
CNA Financial
Illinois
$731K +$197K +1,192 +37%
SAM
194
Securian Asset Management
Minnesota
$724K -$16.5K -100 -2%
X
195
Xponance
Pennsylvania
$707K +$707K +4,282 New
MC
196
Montag & Caldwell
Georgia
$704K +$145K +878 +26%
SFS
197
Sowell Financial Services
Arkansas
$699K -$54.1K -328 -7%
BP
198
Ballentine Partners
Massachusetts
$692K +$692K +4,191 New
Truist Financial
199
Truist Financial
North Carolina
$682K +$54.1K +328 +9%
TRCT
200
Tower Research Capital (TRC)
New York
$673K +$558K +3,378 +484%
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