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WEX
WEX

Overview Fund Activity

227 hedge funds and large institutions have $4.79B invested in WEX in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 110 increasing their positions, 58 reducing their positions, and 38 closing their positions.

Holders
227
Holders Change
-12
Holders Change %
-5.02%
% of All Funds
5.67%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
28
Increased
110
Reduced
58
Closed
38
Calls
$4.01M
Puts
$8M
Net Calls
-$3.99M
Net Calls Change
-$8.38M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$331M
2
Citadel Advisors
2
Citadel Advisors
Florida
$108M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$368M
4
ACM
4
Atlanta Capital Management
Georgia
$313M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$128M

Top Sellers

1
WP
1
Warburg Pincus
New York
$268M
2
WRF
2
Waddell & Reed Financial
Kansas
$15.3M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$54.7M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$46.1M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$386K
Name Market Value Shares Shares
Change 		Shares
Change %
TRCT
201
Tower Research Capital (TRC)
New York
$42K 400 +208 +108%
CCM
202
Cribstone Capital Management
Maine
$35K 340 +80 +31%
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$30K 285 – –
Bessemer Group
204
Bessemer Group
New Jersey
$27K 264 – –
AG
205
Advisor Group
Arizona
$23K 210 +41 +24%
Creative Planning
206
Creative Planning
Kansas
$23K 223 +75 +51%
YWP
207
YorkBridge Wealth Partners
New York
$21K 200 – –
FHA
208
First Horizon Advisors
Tennessee
$20K 196 +25 +15%
PMFA
209
Plante Moran Financial Advisors
Michigan
$15K 145 – –
PFP
210
Pinnacle Financial Partners
Tennessee
$11K 104 +104 New
BBHC
211
Brown Brothers Harriman & Co
New York
$10K 94 – –
GAM
212
Gemmer Asset Management
California
$8K 72 – –
PHK
213
Point72 Hong Kong
Hong Kong
$8K 74 – –
LNB
214
Ledyard National Bank
$6K 61 -65 -52%
WCBA
215
Weaver C. Barksdale & Associates
Tennessee
$6K 55 -14 -20%
IA
216
IFP Advisors
Florida
$6K 58 – –
TCM
217
Tradewinds Capital Management
Washington
$5K 48 – –
WAM
218
Wealthspire Advisors (Maryland)
Maryland
$4K 37 +35 +1,750%
CHC
219
City Holding Co
West Virginia
$3K 32 – –
ACM
220
Armbruster Capital Management
New York
$3K 24 – –
TCOV
221
Trust Company of Vermont
Vermont
$3K 27 +27 New
ASN
222
Advisory Services Network
Georgia
$3K 32 +32 New
WA
223
Winfield Associates
Ohio
$3K 33 +33 New
QCG
224
Quadrant Capital Group
Ohio
$2K 30 – –
PCP
225
Proficio Capital Partners
Massachusetts
$1K 9 -32 -78%
7 8
9
10 11