We are live on
!
Find out more
WEX
221 hedge funds and large institutions have $3.55B invested in WEX in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 59 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
1,175% more call options, than puts
Call options by funds: $13.1M | Put options by funds: $1.03M
70% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 20
69% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 59
8% more capital invested
Capital invested by funds: $3.28B → $3.55B (+$273M)
6% more funds holding
Funds holding: 209 → 221 (+12)
1.24% more ownership
Funds ownership: 102.36% → 103.6% (+1.2%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
5.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
34
Increased
100
Reduced
59
Closed
20
Calls
$13.1M
Puts
$1.03M
Net Calls
+$12.1M
Net Calls Change
+$11.3M
Top Buyers
Top Sellers
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$29.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$28.4M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$23.1M |
| 4 |
Bank of New York Mellon
New York
|
-$23M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$22.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JIM
226
Jensen Investment Management
Lake Oswego,
Oregon
| – | -$510K | -6,120 | Closed |
|
227
Squarepoint
New York
| – | -$441K | -5,290 | Closed |
|
|
IR
228
Invictus RG
Hamilton,
Bermuda
| – | -$425K | -5,094 | Closed |
|
229
Walleye Trading
New York
| – | -$334K | -3,746 | Closed |
|
|
PNC
230
Park National Corp
Newark,
Ohio
| – | -$300K | -3,600 | Closed |
|
|
TNAM
231
Terra Nova Asset Management
New York
| – | -$261K | -3,136 | Closed |
|
232
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$229K | -2,745 | Closed |
|
233
HighTower Advisors
Chicago,
Illinois
| – | -$228K | -2,743 | Closed |
|
|
CC
234
Capital Counsel
New York
| – | -$226K | -2,710 | Closed |
|
|
AIM
235
Assured Investment Management
New York
| – | -$34K | -411 | Closed |
|
|
CG
236
Cutler Group
San Francisco,
California
| – | -$23.9K | -268 | Closed |
|
|
RFS
237
Rockefeller Financial Services
New York
| – | -$6K | -67 | Closed |
|
238
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$1K | -8 | Closed |
|
|
QT
239
Quantbot Technologies
New York
| – | +$892 | +10 | New |
|