340 hedge funds and large institutions have $8.97B invested in WEX in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 120 increasing their positions, 113 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
7.4%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
49
Increased
120
Reduced
113
Closed
40
Calls
$53.3M
Puts
$38.6M
Net Calls
+$14.7M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
226
Advisors Capital Management
New Jersey
$562K +$125K +603 +29%
JG
227
Jefferies Group
New York
$541K -$2.58M -12,400 -83%
US Bancorp
228
US Bancorp
Minnesota
$540K +$58.7K +282 +12%
JPMPWA
229
J.P. Morgan Private Wealth Advisors
California
$532K -$56K -269 -10%
WF
230
Welch & Forbes
Massachusetts
$525K -$208 -1 -0%
OC
231
Oppenheimer & Co
New York
$525K +$29.4K +141 +6%
VAS
232
Vestmark Advisory Solutions
Massachusetts
$514K -$19.1K -92 -4%
WAM
233
World Asset Management
Michigan
$513K +$10.2K +49 +2%
Fiera Capital (Canada)
234
Fiera Capital (Canada)
Quebec, Canada
$510K
CA
235
Claar Advisors
New York
$510K +$510K +2,450 New
MC
236
Montag & Caldwell
Georgia
$507K
LIA
237
LS Investment Advisors
Michigan
$506K -$43.3K -208 -8%
SAM
238
Sompo Asset Management
Japan
$506K +$112K +540 +29%
LTFS
239
Ladenburg Thalmann Financial Services
Florida
$480K +$27.8K +133 +6%
KeyBank National Association
240
KeyBank National Association
Ohio
$479K
EA
241
Emerald Advisers
Pennsylvania
$473K +$473K +2,274 New
Cambridge Investment Research Advisors
242
Cambridge Investment Research Advisors
Iowa
$436K +$16.4K +79 +4%
ZB
243
Zions Bancorporation
Utah
$431K +$24.8K +119 +6%
Voloridge Investment Management
244
Voloridge Investment Management
Florida
$427K +$427K +2,052 New
EVM
245
Eaton Vance Management
Massachusetts
$424K
EAM
246
Eukles Asset Management
Ohio
$419K -$4.78K -23 -1%
HighTower Advisors
247
HighTower Advisors
Illinois
$398K +$20.5K +98 +5%
MFG
248
Magnus Financial Group
New York
$384K
FBT
249
First Bank & Trust
South Dakota
$380K -$7.07K -34 -2%
TAM
250
Tiverton Asset Management
Delaware
$356K -$73K -351 -17%