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WEX
WEX

Overview Fund Activity

241 hedge funds and large institutions have $5.09B invested in WEX in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 84 reducing their positions, and 27 closing their positions.

Holders
241
Holders Change
+12
Holders Change %
+5.24%
% of All Funds
6.03%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
41
Increased
77
Reduced
84
Closed
27
Calls
$27M
Puts
$814K
Net Calls
+$26.2M
Net Calls Change
-$1.87M

Top Buyers

1
WRF
1
Waddell & Reed Financial
Kansas
$69.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$205M
3
JHIU
3
Janus Henderson Investors US
Colorado
$307M
4
Victory Capital Management
4
Victory Capital Management
Texas
$58.9M
5
Millennium Management
5
Millennium Management
New York
$20.9M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$194M
2
Wells Fargo
2
Wells Fargo
California
$168M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$425M
4
TCM
4
TimesSquare Capital Management
New York
$154M
5
Ameriprise
5
Ameriprise
Minnesota
$11.7M
Name Market Value Shares Shares
Change 		Shares
Change %
GHCM
201
Glen Harbor Capital Management
California
$118K 1,056 +1,056 New
WT
202
Whittier Trust
California
$108K 970 – –
US Bancorp
203
US Bancorp
Minnesota
$99K 881 -78 -8%
FPFS
204
First Personal Financial Services
North Carolina
$97K 868 +595 +218%
CG
205
Cutler Group
California
$84K 754 -81 -10%
LTFS
206
Ladenburg Thalmann Financial Services
Florida
$68K 633 +57 +10%
TRCT
207
Tower Research Capital (TRC)
New York
$65K 586 -397 -40%
EWM
208
Evercore Wealth Management
New York
$56K 505 -92 -15%
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$41K 368 +368 New
JFGIW
210
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33K 300 +150 +100%
CCM
211
Cribstone Capital Management
Maine
$30K 260 -100 -28%
Bessemer Group
212
Bessemer Group
New Jersey
$30K 274 -5 -2%
Walleye Trading
213
Walleye Trading
New York
$30K 266 +12 +5%
Nomura Asset Management
214
Nomura Asset Management
Japan
$26K 230 +230 New
AG
215
Advisor Group
Arizona
$22K 201 -151 -43%
YWP
216
YorkBridge Wealth Partners
New York
$22K 200 +200 New
BIG
217
Bellwether Investment Group
Tennessee
$22K 201 +201 New
FHA
218
First Horizon Advisors
Tennessee
$18K 171 – –
CCMH
219
Cornerstone Capital Management Holdings
New York
$16K 146 -6,437 -98%
PMFA
220
Plante Moran Financial Advisors
Michigan
$16K 145 – –
MFS
221
MSI Financial Services
Massachusetts
$15K 131 – –
LNB
222
Ledyard National Bank
$14K 126 – –
HPBT
223
High Point Bank & Trust
North Carolina
$12K 104 – –
Creative Planning
224
Creative Planning
Kansas
$11K 100 +60 +150%
BBHC
225
Brown Brothers Harriman & Co
New York
$10K 94 – –
7 8
9
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