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WEX
209 hedge funds and large institutions have $3.28B invested in WEX in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 68 reducing their positions, and 28 closing their positions.
New
Increased
Maintained
Reduced
Closed
424% more call options, than puts
Call options by funds: $965K | Put options by funds: $184K
34% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 68
1.36% less ownership
Funds ownership: 103.72% → 102.36% (-1.4%)
3% less funds holding
Funds holding: 216 → 209 (-7)
7% less capital invested
Capital invested by funds: $3.54B → $3.28B (-$259M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
25% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 28
Holders
209
Holders Change
-7
Holders Change %
-3.24%
% of All Funds
5.57%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
21
Increased
91
Reduced
68
Closed
28
Calls
$965K
Puts
$184K
Net Calls
+$781K
Net Calls Change
+$897K
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$47.2M |
| 2 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$37.6M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$28.9M |
| 4 |
JP Morgan Chase
New York
|
+$25M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$22.3M |
Top Sellers
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$70.1M |
| 2 |
Goldman Sachs
New York
|
-$67M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$53M |
| 4 |
William Blair & Company
Chicago,
Illinois
|
-$35.3M |
| 5 |
CC
Capital Counsel
New York
|
-$19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PP
226
Paloma Partners
Greenwich,
Connecticut
| – | -$302K | -3,415 | Closed |
|
|
MCM
227
Manchester Capital Management
Manchester,
Vermont
| – | -$119K | -1,350 | Closed |
|
228
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$118K | -1,325 | Closed |
|
|
HR
229
Howe & Rusling
Rochester,
New York
| – | -$85K | -960 | Closed |
|
|
GWM
230
Gupta Wealth Management
San Diego,
California
| – | -$24K | -275 | Closed |
|
|
NYLT
231
New York Life Trust
New York
| – | -$21K | -236 | Closed |
|
|
WAM
232
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | -$15.5K | -215 | -99% |
|
|
VFA
233
Virtus Fund Advisers
Hartford,
Connecticut
| – | -$9K | -107 | Closed |
|
|
MPWT
234
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$2.53K | -35 | Closed |
|
|
WRM
235
Westport Resources Management
Westport,
Connecticut
| – | -$3K | -31 | Closed |
|
|
AF
236
Arrow Financial
Glens Falls,
New York
| – | -$1K | -15 | Closed |
|