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WEX
WEX

Overview Fund Activity

208 hedge funds and large institutions have $3.28B invested in WEX in 2016 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 91 increasing their positions, 68 reducing their positions, and 28 closing their positions.

Holders
208
Holders Change
-8
Holders Change %
-3.7%
% of All Funds
5.55%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
20
Increased
91
Reduced
68
Closed
28
Calls
$965K
Puts
$184K
Net Calls
+$781K
Net Calls Change
+$897K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$175M
2
ACM
2
Atlanta Capital Management
Georgia
$171M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$133M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$73.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$28.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$18.8M
2
CWAM
2
Columbia Wanger Asset Management
Illinois
$0
3
Capital World Investors
3
Capital World Investors
California
$0
4
William Blair & Company
4
William Blair & Company
Illinois
$33.6M
5
CC
5
Capital Counsel
New York
$226K
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$310M 3,716,443 +128,178 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$227M 2,719,990 +86,206 +3%
JHIU
3
Janus Henderson Investors US
Colorado
$183M 2,200,212 +289,969 +15%
Wells Fargo
4
Wells Fargo
California
$175M 2,102,790 +653,303 +45%
ACM
5
Atlanta Capital Management
Georgia
$171M 2,047,845 +519,530 +34%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$133M 1,592,000 +399,100 +33%
CIP
7
Champlain Investment Partners
Vermont
$129M 1,550,010 -98,345 -6%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$120M 1,445,256 -129,285 -8%
TCM
9
TimesSquare Capital Management
New York
$111M 1,331,154 +134,035 +11%
BFA
10
BlackRock Fund Advisors
California
$108M 1,295,968 -14,674 -1%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$107M 1,278,101 -147,166 -10%
BIT
12
BlackRock Institutional Trust
California
$91M 1,091,385 +8,880 +0.8%
State Street
13
State Street
Massachusetts
$85.5M 1,025,183 +19,307 +2%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$73.7M 883,887 +345,335 +64%
LWCFA
15
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57.2M 686,015 -3,140 -0.5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$53.5M 641,308 -9,698 -1%
BAMCO Inc
17
BAMCO Inc
New York
$50M 600,000 -100,000 -14%
DCM
18
Daruma Capital Management
New York
$49M 587,955 +58,145 +11%
Deutsche Bank
19
Deutsche Bank
Germany
$43.1M 517,419 -175,377 -25%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$40.6M 487,469 -18,734 -4%
HIM
21
Hermes Investment Management
United Kingdom
$38.8M 460,780 +115,978 +34%
Northern Trust
22
Northern Trust
Illinois
$34.1M 407,351 +890 +0.2%
William Blair & Company
23
William Blair & Company
Illinois
$33.6M 403,477 -488,405 -55%
PCM
24
PAR Capital Management
Massachusetts
$33.3M 400,000 +220,000 +122%
ORI
25
Oak Ridge Investments
Illinois
$32.5M 390,011 +226 +0.1%
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