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338 hedge funds and large institutions have $8.46B invested in WEX in 2018 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 131 increasing their positions, 104 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $30.9M | Put options by funds: $16.3M

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

26% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 104

5% more funds holding

Funds holding: 321338 (+17)

3% more capital invested

Capital invested by funds: $8.19B → $8.46B (+$270M)

2.11% less ownership

Funds ownership: 99.93%97.83% (-2.1%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
338
Holders Change
+17
Holders Change %
+5.3%
% of All Funds
7.73%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
50
Increased
131
Reduced
104
Closed
31
Calls
$30.9M
Puts
$16.3M
Net Calls
+$14.6M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WG
226
Winton Group
United Kingdom
$555K +$530K +2,766 New
LIA
227
LS Investment Advisors
Michigan
$548K +$15.9K +83 +3%
Zurich Cantonal Bank
228
Zurich Cantonal Bank
Switzerland
$545K +$19.4K +101 +4%
FM
229
Forward Management
California
$540K -$95.7K -499 -16%
ACI
230
AMP Capital Investors
Australia
$537K
WAM
231
World Asset Management
Michigan
$512K +$25.5K +133 +6%
WF
232
Welch & Forbes
Massachusetts
$507K
Fiera Capital (Canada)
233
Fiera Capital (Canada)
Quebec, Canada
$492K
KeyBank National Association
234
KeyBank National Association
Ohio
$465K
Verition Fund Management
235
Verition Fund Management
Connecticut
$454K +$434K +2,263 New
CI
236
Cavalier Investments
Georgia
$452K
LCG
237
Lisanti Capital Growth
New York
$451K +$431K +2,245 New
BTW
238
Boston Trust Walden
Massachusetts
$427K -$12.4M -64,672 -97%
Cambridge Investment Research Advisors
239
Cambridge Investment Research Advisors
Iowa
$413K -$19.2K -100 -5%
SO
240
STRS Ohio
Ohio
$412K +$33.8K +176 +9%
SFS
241
Sowell Financial Services
Arkansas
$410K +$392K +2,044 New
EVM
242
Eaton Vance Management
Massachusetts
$409K -$5.37K -28 -1%
FHB
243
First Hawaiian Bank
Hawaii
$409K +$390K +2,035 New
ZB
244
Zions Bancorporation
Utah
$408K -$7.48K -39 -2%
ACM
245
AlphaStar Capital Management
North Carolina
$405K +$387K +2,017 New
MC
246
Montag & Caldwell
Georgia
$400K -$313K -1,631 -45%
BTS
247
BB&T Securities
Virginia
$400K +$383K +1,995 New
FBT
248
First Bank & Trust
South Dakota
$378K -$2.69K -14 -0.7%
HIMCH
249
Hartford Investment Management Co (HIMCO)
Connecticut
$370K +$138K +718 +64%
YMRC
250
Yorktown Management & Research Company
Virginia
$361K