343 hedge funds and large institutions have $5.98B invested in WEX in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 111 increasing their positions, 121 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+6
Holders Change %
+1.78%
% of All Funds
7.65%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
66
Increased
111
Reduced
121
Closed
60
Calls
$12.8M
Puts
$12.1M
Net Calls
+$718K
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
226
Janney Capital Management
Pennsylvania
$383K -$65.1K -465 -15%
WG
227
Winton Group
United Kingdom
$379K -$8.55K -61 -2%
LIA
228
LS Investment Advisors
Michigan
$375K -$7.71K -55 -2%
ACM
229
Advisors Capital Management
New Jersey
$363K +$363K +2,592 New
WF
230
Welch & Forbes
Massachusetts
$354K
JPMPWA
231
J.P. Morgan Private Wealth Advisors
California
$349K -$208K -1,486 -37%
ACM
232
AlphaStar Capital Management
North Carolina
$347K +$63.9K +455 +23%
Fiera Capital (Canada)
233
Fiera Capital (Canada)
Quebec, Canada
$343K
WAM
234
World Asset Management
Michigan
$336K -$20.4K -146 -6%
MC
235
Montag & Caldwell
Georgia
$327K +$48.3K +345 +17%
SO
236
STRS Ohio
Ohio
$326K +$37.9K +271 +13%
BTS
237
BB&T Securities
Virginia
$321K +$42K +300 +15%
CI
238
Cavalier Investments
Georgia
$315K
KeyBank National Association
239
KeyBank National Association
Ohio
$312K -$12.8K -91 -4%
BTW
240
Boston Trust Walden
Massachusetts
$305K +$7K +50 +2%
CC
241
Cipher Capital
New York
$295K +$295K +2,106 New
LTFS
242
Ladenburg Thalmann Financial Services
Florida
$291K +$45.5K +324 +19%
WT
243
Whittier Trust
California
$290K +$154K +1,100 +113%
EVM
244
Eaton Vance Management
Massachusetts
$288K +$2.38K +17 +0.8%
FBT
245
First Bank & Trust
South Dakota
$288K +$8.98K +64 +3%
SFS
246
Sowell Financial Services
Arkansas
$286K
LCM
247
Laurion Capital Management
New York
$286K +$286K +2,045 New
Cambridge Investment Research Advisors
248
Cambridge Investment Research Advisors
Iowa
$285K -$3.51K -25 -1%
HighTower Advisors
249
HighTower Advisors
Illinois
$281K +$88.5K +630 +46%
SS
250
Simplicity Solutions
Minnesota
$276K +$276K +1,967 New