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WEX
WEX

Overview Fund Activity

224 hedge funds and large institutions have $3.48B invested in WEX in 2015 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 77 reducing their positions, and 28 closing their positions.

Holders
224
Holders Change
-6
Holders Change %
-2.61%
% of All Funds
6.26%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
24
Increased
79
Reduced
77
Closed
28
Calls
$825K
Puts
$1.97M
Net Calls
-$1.15M
Net Calls Change
-$662K

Top Buyers

1
JHIU
1
Janus Henderson Investors US
Colorado
$136M
2
ACM
2
Atlanta Capital Management
Georgia
$133M
3
Bank of America
3
Bank of America
North Carolina
$25.5M
4
Capital World Investors
4
Capital World Investors
California
$47.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$14.1M

Top Sellers

1
B
1
BloombergSen
Ontario, Canada
$38.8M
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$0
3
CCM
3
Crestwood Capital Management
New York
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$302M
5
Northern Trust
5
Northern Trust
Illinois
$35.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
201
Saturna Capital
Washington
$28K 322 +322 New
GWM
202
Gupta Wealth Management
California
$24K 275 – –
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$22K 250 – –
PMFA
204
Plante Moran Financial Advisors
Michigan
$13K 145 – –
W
205
Wealthfront
California
$13K 150 +62 +70%
LNB
206
Ledyard National Bank
$11K 126 – –
VFA
207
Virtus Fund Advisers
Connecticut
$9K 107 – –
GAM
208
Gemmer Asset Management
California
$9K 105 – –
LTFS
209
Ladenburg Thalmann Financial Services
Florida
$9K 103 +2 +2%
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$9K 107 +37 +53%
VCM
211
Vigilant Capital Management
Maine
$9K 100 +100 New
NSIM
212
North Star Investment Management
Illinois
$7K 80 – –
MGIA
213
Moneta Group Investment Advisors
Missouri
$6K 66 +66 New
Manulife (Manufacturers Life Insurance)
214
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.37K 50,306 -1,055 -2%
FHA
215
First Horizon Advisors
Tennessee
$4K 46 – –
ZB
216
Zions Bancorporation
Utah
$4K 40 +40 New
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$3.86K 35 – –
WRM
218
Westport Resources Management
Connecticut
$3K 31 – –
Bessemer Group
219
Bessemer Group
New Jersey
$3K 38 – –
WCBA
220
Weaver C. Barksdale & Associates
Tennessee
$3K 39 – –
FNBT
221
FineMark National Bank & Trust
Florida
$3K 40 +40 New
MFS
222
MSI Financial Services
Massachusetts
$2K 18 +18 New
Creative Planning
223
Creative Planning
Kansas
$2K 21 +21 New
Nuveen Asset Management
224
Nuveen Asset Management
Illinois
$1.36K 15,653 – –
Westfield Capital Management
225
Westfield Capital Management
Massachusetts
– – -209,655 Closed
7 8
9
10 11