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WEX
WEX

Overview Fund Activity

230 hedge funds and large institutions have $4.57B invested in WEX in 2015 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 21 closing their positions.

Holders
230
Holders Change
+3
Holders Change %
+1.32%
% of All Funds
6.2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
28
Increased
85
Reduced
84
Closed
21
Calls
$34K
Puts
$519K
Net Calls
-$485K
Net Calls Change
-$817K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$53.4M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$223M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$45.9M
4
CIP
4
Champlain Investment Partners
Vermont
$170M
5
Goldman Sachs
5
Goldman Sachs
New York
$106M

Top Sellers

1
BFA
1
BlackRock Fund Advisors
California
$142M
2
State Street
2
State Street
Massachusetts
$116M
3
FCM
3
Frontier Capital Management
Massachusetts
$3.22M
4
CWAM
4
Columbia Wanger Asset Management
Illinois
$86.6M
5
TCM
5
TimesSquare Capital Management
New York
$134M
Name Market Value Shares Shares
Change 		Shares
Change %
Canada Pension Plan Investment Board
201
Canada Pension Plan Investment Board
Ontario, Canada
$125K 1,100 +1,100 New
RA
202
Rational Advisors
New York
$123K 1,076 -103 -9%
Walleye Trading
203
Walleye Trading
New York
$114K 1,004 +819 +443%
TRCT
204
Tower Research Capital (TRC)
New York
$113K 994 +349 +54%
WT
205
Whittier Trust
California
$111K 970 -125 -11%
HR
206
Howe & Rusling
New York
$99K 870 +40 +5%
US Bancorp
207
US Bancorp
Minnesota
$62K 547 -110 -17%
GWM
208
Gupta Wealth Management
California
$31K 275 – –
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$28K 250 – –
Zurich Cantonal Bank
210
Zurich Cantonal Bank
Switzerland
$18K 156 – –
PMFA
211
Plante Moran Financial Advisors
Michigan
$17K 145 – –
LNB
212
Ledyard National Bank
$14K 126 – –
VFA
213
Virtus Fund Advisers
Connecticut
$12K 107 -648 -86%
GAM
214
Gemmer Asset Management
California
$12K 105 -42 -29%
LTFS
215
Ladenburg Thalmann Financial Services
Florida
$12K 101 – –
GWA
216
Genesis Wealth Advisors
Massachusetts
$11.4K 100 -100 -50%
W
217
Wealthfront
California
$10K 88 +60 +214%
NSIM
218
North Star Investment Management
Illinois
$9K 80 – –
AIM
219
Advantage Investment Management
Iowa
$9K 76 +8 +12%
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$8K 70 +1 +1%
Manulife (Manufacturers Life Insurance)
221
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.85K 51,361 -22,992 -31%
FHA
222
First Horizon Advisors
Tennessee
$5K 46 – –
WRM
223
Westport Resources Management
Connecticut
$4K 31 – –
Bessemer Group
224
Bessemer Group
New Jersey
$4K 38 – –
WCBA
225
Weaver C. Barksdale & Associates
Tennessee
$4K 39 – –
7 8
9
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