WEX icon

WEX
WEX

Overview Fund Activity

351 hedge funds and large institutions have $8.95B invested in WEX in 2020 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 97 increasing their positions, 130 reducing their positions, and 65 closing their positions.

Holders
351
Holders Change
+6
Holders Change %
+1.74%
% of All Funds
6.23%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
73
Increased
97
Reduced
130
Closed
65
Calls
$74.1M
Puts
$27.2M
Net Calls
+$46.9M
Net Calls Change
+$36.4M

Top Buyers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$108M
2
Wells Fargo
2
Wells Fargo
California
$222M
3
Citigroup
3
Citigroup
New York
$55.7M
4
WA
4
Wasatch Advisors
Utah
$120M
5
Brown Advisory
5
Brown Advisory
Maryland
$83M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$34.9M
2
ACM
2
Atlanta Capital Management
Georgia
$565M
3
HVCM
3
HG Vora Capital Management
New York
$0
4
Invesco
4
Invesco
Georgia
$68.9M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$646M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
201
First Trust Advisors
Illinois
$631K 3,099 -16,533 -84%
OC
202
Oppenheimer & Co
New York
$624K 3,066 -302 -9%
TC
203
TownSquare Capital
Utah
$611K 3,000 -784 -21%
AWM
204
Avior Wealth Management
Nebraska
$610K 3,000 – –
SAM
205
Silvercrest Asset Management
New York
$584K 2,869 +2,869 New
PA
206
Profund Advisors
Maryland
$577K 2,836 -595 -17%
AWA
207
Alta Wealth Advisors
Massachusetts
$572K 2,810 +2,810 New
BP
208
Ballentine Partners
Massachusetts
$566K 2,780 -6 -0.2%
CSS
209
Cubist Systematic Strategies
Connecticut
$536K 2,634 -114,365 -98%
PA
210
Procyon Advisors
Connecticut
$533K 2,620 – –
RJA
211
Raymond James & Associates
Florida
$529K 2,601 -865 -25%
Cambridge Investment Research Advisors
212
Cambridge Investment Research Advisors
Iowa
$529K 2,597 -125 -5%
Commonwealth Equity Services
213
Commonwealth Equity Services
Massachusetts
$521K 2,562 -1,314 -34%
WF
214
Welch & Forbes
Massachusetts
$514K 2,525 – –
SCM
215
Shelton Capital Management
Colorado
$513K 2,522 – –
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$513K 2,519 +109 +5%
Franklin Resources
217
Franklin Resources
California
$512K 2,515 -141 -5%
Susquehanna International Group
218
Susquehanna International Group
Pennsylvania
$511K 2,513 -16,302 -87%
FAIM
219
Financial Advocates Investment Management
Washington
$499K 2,450 -350 -13%
Fiera Capital (Canada)
220
Fiera Capital (Canada)
Quebec, Canada
$499K 2,450 – –
KeyBank National Association
221
KeyBank National Association
Ohio
$497K 2,444 +200 +9%
JCM
222
Janney Capital Management
Pennsylvania
$484K 2,378 -16 -0.7%
WT
223
Whittier Trust
California
$470K 2,310 +140 +6%
LIA
224
LS Investment Advisors
Michigan
$459K 2,253 -515 -19%
RJT
225
Raymond James Trust
Florida
$453K 2,224 -161 -7%
7 8
9
10 11