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WEX
WEX

Overview Fund Activity

439 hedge funds and large institutions have $7.29B invested in WEX in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 134 increasing their positions, 154 reducing their positions, and 56 closing their positions.

Holders
439
Holders Change
+20
Holders Change %
+4.77%
% of All Funds
6.39%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
83
Increased
134
Reduced
154
Closed
56
Calls
$92.1M
Puts
$2.8M
Net Calls
+$89.3M
Net Calls Change
+$10.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$253M
2
Morgan Stanley
2
Morgan Stanley
New York
$390M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$186M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$87.8M
5
DCP
5
Distillate Capital Partners
Illinois
$13.9M

Top Sellers

1
SIMG
1
Stephens Investment Management Group
Texas
$0
2
Deutsche Bank
2
Deutsche Bank
Germany
$4.17M
3
KCM
3
Kodai Capital Management
Illinois
$0
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$2.16M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$82.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
201
Sepio Capital
Utah
$973K 5,494 -115 -2%
Pictet Asset Management
202
Pictet Asset Management
Switzerland
$972K 5,487 +149 +3%
JIC
203
Johnson Investment Counsel
Ohio
$970K 5,476 -26 -0.5%
VI
204
Versor Investments
New York
$954K 5,384 +2,005 +59%
NYLIM
205
New York Life Investment Management
New York
$946K 5,338 +578 +12%
TI
206
Tidal Investments
Wisconsin
$943K 5,326 +858 +19%
MC
207
Montag & Caldwell
Georgia
$895K 5,051 +9 +0.2%
X
208
Xponance
Pennsylvania
$874K 4,936 -1,979 -29%
CAM
209
Cresset Asset Management
Illinois
$845K 4,769 +201 +4%
GCP
210
GSA Capital Partners
United Kingdom
$837K 4,725 +4,725 New
Point72 Asset Management
211
Point72 Asset Management
Connecticut
$829K 4,678 +4,678 New
IIM
212
INTECH Investment Management
Florida
$827K 4,668 +4,668 New
SOADOR
213
State of Alaska Department of Revenue
Alaska
$821K 4,636 – –
Mackenzie Financial
214
Mackenzie Financial
Ontario, Canada
$818K 4,620 +721 +18%
CIC
215
Cornercap Investment Counsel
Georgia
$811K 4,576 -942 -17%
LAM
216
Lifestyle Asset Management
Texas
$792K 4,470 -597 -12%
Public Employees Retirement Association of Colorado
217
Public Employees Retirement Association of Colorado
Colorado
$779K 4,395 -250 -5%
CIP
218
Cornerstone Investment Partners
Georgia
$766K 4,324 +1,074 +33%
QCM
219
Qsemble Capital Management
New York
$718K 4,051 +4,051 New
Mariner
220
Mariner
Kansas
$692K 3,908 +451 +13%
Wealth Enhancement Advisory Services
221
Wealth Enhancement Advisory Services
Minnesota
$687K 3,877 -3,719 -49%
KTA
222
Keeley-Teton Advisors
Illinois
$679K 3,831 -125 -3%
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
$659K 3,684 -76 -2%
Cerity Partners
224
Cerity Partners
New York
$649K 3,661 -625 -15%
OAM
225
Oppenheimer Asset Management
New York
$647K 3,655 -509 -12%
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