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WEX
WEX

Overview Fund Activity

264 hedge funds and large institutions have $6.74B invested in WEX in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 86 increasing their positions, 87 reducing their positions, and 13 closing their positions.

Holders
264
Holders Change
+44
Holders Change %
+20%
% of All Funds
6%
Holding in Top 10
10
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+233.33%
% of All Funds
0.23%
New
57
Increased
86
Reduced
87
Closed
13
Calls
$16.9M
Puts
$17.2M
Net Calls
-$323K
Net Calls Change
-$1.75M

Top Buyers

1
FCM
1
Frontier Capital Management
Massachusetts
$66.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$160M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$60.1M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$268M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$165M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$52.9M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$38.2M
3
LCM
3
Laurion Capital Management
New York
$438K
4
Deutsche Bank
4
Deutsche Bank
Germany
$36.6M
5
WP
5
Warburg Pincus
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EVM
201
Eaton Vance Management
Massachusetts
$303K 2,146 -58 -3%
CCM
202
CrestPoint Capital Management
Missouri
$297K 2,100 – –
ZB
203
Zions Bancorporation
Utah
$275K 1,950 -17 -0.9%
HNB
204
Huntington National Bank
Ohio
$266K 1,883 -23 -1%
RJT
205
Raymond James Trust
Florida
$260K 1,841 -67 -4%
Simplex Trading
206
Simplex Trading
Illinois
$260K 1,844 +1,844 New
AWM
207
Avior Wealth Management
Nebraska
$258K 1,830 +1,830 New
CS
208
Cannell & Spears
New York
$247K 1,750 +1,750 New
OWA
209
One Wealth Advisors
California
$241K 1,706 +1,706 New
FBT
210
First Bank & Trust
South Dakota
$235K 1,662 +70 +4%
AAM
211
Advisors Asset Management
Colorado
$232K 1,642 -136 -8%
HSBC Holdings
212
HSBC Holdings
United Kingdom
$228K 1,615 +1,615 New
CI
213
Cigna Investments
Connecticut
$219K 1,548 +1,548 New
PAG
214
Private Advisor Group
New Jersey
$212K 1,470 +1,470 New
CIBC Asset Management
215
CIBC Asset Management
Ontario, Canada
$211K 1,497 +1,497 New
ASN
216
Advisory Services Network
Georgia
$210K 1,485 +1,453 +4,541%
PAM
217
Panagora Asset Management
Massachusetts
$206K 1,460 – –
FMT
218
First Mercantile Trust
Tennessee
$191K 1,355 +1,355 New
FPFS
219
First Personal Financial Services
North Carolina
$138K 978 -26 -3%
WT
220
Whittier Trust
California
$137K 970 – –
LTFS
221
Ladenburg Thalmann Financial Services
Florida
$136K 963 +256 +36%
US Bancorp
222
US Bancorp
Minnesota
$110K 777 +11 +1%
AG
223
Advisor Group
Arizona
$85K 602 +145 +32%
IUHSA
224
Itau Unibanco Holding S.A.
Brazil
$82K 581 +29 +5%
EWM
225
Evercore Wealth Management
New York
$81K 575 – –
7 8
9
10 11