WEX icon

WEX
WEX

Overview Fund Activity

229 hedge funds and large institutions have $4.83B invested in WEX in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 87 reducing their positions, and 19 closing their positions.

Holders
229
Holders Change
+9
Holders Change %
+4.09%
% of All Funds
6.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
30
Increased
84
Reduced
87
Closed
19
Calls
$29.5M
Puts
$1.35M
Net Calls
+$28.1M
Net Calls Change
+$16M

Top Buyers

1
WP
1
Warburg Pincus
New York
$434M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$237M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$435M
4
Victory Capital Management
4
Victory Capital Management
Texas
$28.3M
5
ACM
5
Atlanta Capital Management
Georgia
$245M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$136M
2
PGH
2
Partners Group Holding
Switzerland
$0
3
BAMCO Inc
3
BAMCO Inc
New York
$48.6M
4
WRF
4
Waddell & Reed Financial
Kansas
$15.4M
5
Deutsche Bank
5
Deutsche Bank
Germany
$45.6M
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
201
Ladenburg Thalmann Financial Services
Florida
$62K 576 +425 +281%
AG
202
Advisor Group
Arizona
$39K 352 -126 -26%
CCM
203
Cribstone Capital Management
Maine
$37K 360 – –
Bessemer Group
204
Bessemer Group
New Jersey
$31K 279 +83 +42%
FPFS
205
First Personal Financial Services
North Carolina
$30K 273 +15 +6%
Walleye Trading
206
Walleye Trading
New York
$27K 254 +254 New
FHA
207
First Horizon Advisors
Tennessee
$18K 171 +121 +242%
TCIM
208
TIAA CREF Investment Management
New York
$17.8K 164,290 -60,943 -27%
JFGIW
209
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16K 150 -150 -50%
PMFA
210
Plante Moran Financial Advisors
Michigan
$16K 145 – –
S
211
SignatureFD
Georgia
$15K 136 – –
JFA
212
JNBA Financial Advisors
Minnesota
$15K 136 +136 New
LNB
213
Ledyard National Bank
$14K 126 – –
MFS
214
MSI Financial Services
Massachusetts
$14K 131 +41 +46%
AIM
215
Acrospire Investment Management
Illinois
$11K 100 -600 -86%
HPBT
216
High Point Bank & Trust
North Carolina
$11K 104 – –
BBHC
217
Brown Brothers Harriman & Co
New York
$10K 94 – –
GAM
218
Gemmer Asset Management
California
$8K 72 +42 +140%
FQ
219
First Quadrant
California
$7K 62 +10 +19%
IA
220
IFP Advisors
Florida
$6K 54 +26 +93%
WCBA
221
Weaver C. Barksdale & Associates
Tennessee
$5K 44 – –
ZB
222
Zions Bancorporation
Utah
$5K 40 +25 +167%
Creative Planning
223
Creative Planning
Kansas
$4K 40 +19 +90%
AA
224
Apriem Advisors
California
$4K 40 +40 New
CHC
225
City Holding Co
West Virginia
$3K 32 – –
6 7 8
9
10