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WEX
WEX

Overview Fund Activity

344 hedge funds and large institutions have $8.7B invested in WEX in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 113 increasing their positions, 119 reducing their positions, and 35 closing their positions.

Holders
344
Holders Change
+4
Holders Change %
+1.18%
% of All Funds
7.56%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
40
Increased
113
Reduced
119
Closed
35
Calls
$88.5M
Puts
$93.7M
Net Calls
-$5.16M
Net Calls Change
-$19.9M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$53.7M
2
WJWM
2
Williams Jones Wealth Management
New York
$48M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$235M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$64.1M
5
CC
5
Carlson Capital
Texas
$31.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.2M
2
MCM
2
Moore Capital Management
New York
$0
3
JCM
3
Junto Capital Management
New York
$0
4
USAA
4
United Services Automobile Association
Texas
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$45.3M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
201
J.P. Morgan Private Wealth Advisors
California
$667K 3,302 +745 +29%
Squarepoint
202
Squarepoint
New York
$667K 3,300 +2,091 +173%
BTS
203
BB&T Securities
Virginia
$660K 3,312 +65 +2%
GCA
204
Gideon Capital Advisors
New York
$654K 3,238 +3,238 New
PA
205
Profund Advisors
Maryland
$651K 3,220 -1,031 -24%
Canada Pension Plan Investment Board
206
Canada Pension Plan Investment Board
Ontario, Canada
$651K 3,220 +3,220 New
TAM
207
Tocqueville Asset Management
New York
$642K 3,175 – –
ZCA
208
Zeke Capital Advisors
Pennsylvania
$624K 3,086 +3,086 New
WT
209
Whittier Trust
California
$620K 3,070 – –
BTW
210
Boston Trust Walden
Massachusetts
$612K 3,028 – –
ACM
211
Advisors Capital Management
New Jersey
$594K 2,941 +240 +9%
JCM
212
Janney Capital Management
Pennsylvania
$586K 2,900 -110 -4%
SCM
213
Shelton Capital Management
Colorado
$586K 2,900 – –
Zurich Cantonal Bank
214
Zurich Cantonal Bank
Switzerland
$585K 2,896 +145 +5%
EWM
215
Evercore Wealth Management
New York
$578K 2,860 -460 -14%
MWNA
216
Marshall Wace North America
New York
$566K 2,799 -24,492 -90%
CIBC World Market
217
CIBC World Market
Ontario, Canada
$564K 2,789 – –
OI
218
Oakbrook Investments
Illinois
$546K 2,700 -2,625 -49%
Susquehanna International Group
219
Susquehanna International Group
Pennsylvania
$544K 2,693 -114 -4%
MC
220
Montag & Caldwell
Georgia
$528K 2,613 +177 +7%
RA
221
Royce & Associates
New York
$525K 2,600 -2,415 -48%
SSWM
222
Sheets Smith Wealth Management
North Carolina
$518K 2,563 +2,563 New
WF
223
Welch & Forbes
Massachusetts
$510K 2,525 – –
OC
224
Oppenheimer & Co
New York
$510K 2,525 +4 +0.2%
WAM
225
World Asset Management
Michigan
$497K 2,459 -5 -0.2%
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