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WEX
WEX

Overview Fund Activity

239 hedge funds and large institutions have $4.63B invested in WEX in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 92 increasing their positions, 77 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-2
Holders Change %
-0.83%
% of All Funds
5.96%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
36
Increased
92
Reduced
77
Closed
30
Calls
$4.95M
Puts
$559K
Net Calls
+$4.39M
Net Calls Change
-$21.8M

Top Buyers

1
BlackRock
BlackRock
New York
$315M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$292M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$94.8M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$41.1M
5
ACM
Atlanta Capital Management
Georgia
$262M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$67.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$90.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$340M
4
Wells Fargo
Wells Fargo
California
$127M
5
EIP
Epoch Investment Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GHCM
201
Glen Harbor Capital Management
California
$116K +$6.63K +64 +6%
CSS
202
Cubist Systematic Strategies
Connecticut
$111K -$122K -1,184 -52%
WT
203
Whittier Trust
California
$106K +$5.88K +57 +6%
FPF
204
FNY Partners Fund
New York
$103K +$103K +1,000 New
FPFS
205
First Personal Financial Services
North Carolina
$72K -$17.4K -169 -19%
LTFS
206
Ladenburg Thalmann Financial Services
Florida
$69K +$4.2K +41 +6%
EWM
207
Evercore Wealth Management
New York
$60K +$7.3K +70 +14%
US Bancorp
208
US Bancorp
Minnesota
$51K -$40.5K -390 -44%
SEC
209
Seven Eight Capital
New York
$50K +$50K +480 New
QI
210
QS Investors
New York
$41K +$41K +400 New
CG
211
Cutler Group
California
$30K -$46.9K -460 -61%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$29K -$8.45K -83 -23%
Bessemer Group
213
Bessemer Group
New Jersey
$27K -$1.02K -10 -4%
CCM
214
Cribstone Capital Management
Maine
$27K – – –
JFGIW
215
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K -$6.25K -60 -20%
BIG
216
Bellwether Investment Group
Tennessee
$21K +$207 +2 +1%
TRCT
217
Tower Research Capital (TRC)
New York
$20K -$41K -394 -67%
YWP
218
YorkBridge Wealth Partners
New York
$20K – – –
AG
219
Advisor Group
Arizona
$18K -$3.41K -32 -16%
FHA
220
First Horizon Advisors
Tennessee
$18K – – –
PMFA
221
Plante Moran Financial Advisors
Michigan
$15K – – –
Creative Planning
222
Creative Planning
Kansas
$15K +$4.87K +48 +48%
LNB
223
Ledyard National Bank
$13K – – –
BBHC
224
Brown Brothers Harriman & Co
New York
$10K – – –
IUHSA
225
Itau Unibanco Holding S.A.
Brazil
$10K +$10K +101 New
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