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WEX
WEX

Overview Fund Activity

358 hedge funds and large institutions have $9.45B invested in WEX in 2021 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 116 increasing their positions, 128 reducing their positions, and 45 closing their positions.

Holders
358
Holders Change
+7
Holders Change %
+1.99%
% of All Funds
6.31%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
55
Increased
116
Reduced
128
Closed
45
Calls
$108M
Puts
$32.8M
Net Calls
+$75M
Net Calls Change
+$28.2M

Top Buyers

1
AIM
1
Artemis Investment Management
United Kingdom
$119M
2
Primecap Management
2
Primecap Management
California
$118M
3
IC
3
Impactive Capital
New York
$70.9M
4
JCM
4
Junto Capital Management
New York
$56.4M
5
Select Equity Group
5
Select Equity Group
New York
$43.7M

Top Sellers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$20.4M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$829M
3
ACM
3
Atlanta Capital Management
Georgia
$529M
4
Invesco
4
Invesco
Georgia
$23.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.71M
Name Market Value Shares Shares
Change 		Shares
Change %
ProShare Advisors
201
ProShare Advisors
Maryland
$751K 3,591 -37 -1%
CGH
202
Crossmark Global Holdings
Texas
$748K 3,575 +80 +2%
SAM
203
Shell Asset Management
Netherlands
$733K 3,502 -20 -0.6%
MSRPS
204
Maryland State Retirement & Pension System
Maryland
$704K 3,367 +3,367 New
JPMPWA
205
J.P. Morgan Private Wealth Advisors
California
$701K 3,351 -118 -3%
PP
206
Paloma Partners
Connecticut
$691K 3,305 +3,305 New
PAMU
207
Pictet Asset Management (UK)
United Kingdom
$670K 3,200 -500 -14%
MC
208
Montag & Caldwell
Georgia
$662K 3,165 -1,102 -26%
OC
209
Oppenheimer & Co
New York
$641K 3,066 – –
PRC
210
Pearl River Capital
Michigan
$637K 3,043 +3,043 New
HighTower Advisors
211
HighTower Advisors
Illinois
$631K 3,017 +3,017 New
SFS
212
Sowell Financial Services
Arkansas
$630K 3,172 -95 -3%
TC
213
TownSquare Capital
Utah
$628K 3,002 +2 +0.1%
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$628K 3,002 +483 +19%
AWM
215
Avior Wealth Management
Nebraska
$626K 2,994 -6 -0.2%
American Century Companies
216
American Century Companies
Missouri
$618K 2,956 -57,459 -95%
First Trust Advisors
217
First Trust Advisors
Illinois
$607K 2,901 -198 -6%
EGM
218
Engineers Gate Manager
New York
$607K 2,900 +2,900 New
AC
219
Athanor Capital
New York
$594K 2,837 -980 -26%
AWA
220
Alta Wealth Advisors
Massachusetts
$588K 2,810 – –
AAM
221
Advisors Asset Management
Colorado
$587K 2,808 -1,265 -31%
BAM
222
Belpointe Asset Management
Nevada
$586K 2,800 -1,150 -29%
PG
223
Pendal Group
Australia
$585K 2,797 +2,797 New
Verition Fund Management
224
Verition Fund Management
Connecticut
$584K 2,793 +2,793 New
Commonwealth Equity Services
225
Commonwealth Equity Services
Massachusetts
$576K 2,756 +194 +8%
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