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354 hedge funds and large institutions have $6.85B invested in WEX in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 115 increasing their positions, 121 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $118M | Put options by funds: $44.2M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.92% less ownership

Funds ownership: 98.81%97.89% (-0.92%)

5% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 121

9% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 45

3% less funds holding

Funds holding: 366354 (-12)

13% less capital invested

Capital invested by funds: $7.89B → $6.85B (-$1.04B)

Holders
354
Holders Change
-12
Holders Change %
-3.28%
% of All Funds
5.96%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
41
Increased
115
Reduced
121
Closed
45
Calls
$118M
Puts
$44.2M
Net Calls
+$73.6M
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
226
Commonwealth Equity Services
Massachusetts
$390K -$11.3K -69 -3%
WGAM
227
Wilkinson Global Asset Management
New York
$381K
SCM
228
Shelton Capital Management
Colorado
$380K
CB
229
Commerce Bank
Missouri
$374K +$395K +2,410 New
HighTower Advisors
230
HighTower Advisors
Illinois
$372K +$2.95K +18 +0.8%
PI
231
PEAK6 Investments
Illinois
$371K -$1.43M -8,762 -80%
YC
232
Yarbrough Capital
Tennessee
$361K -$79.1K -483 -17%
JCIA
233
Jackson Creek Investment Advisors
Colorado
$361K +$355K +2,169 New
SCA
234
Snowden Capital Advisors
New York
$359K +$18.3K +112 +5%
Cambridge Investment Research Advisors
235
Cambridge Investment Research Advisors
Iowa
$351K -$21.1K -129 -5%
CIP
236
Convergence Investment Partners
Florida
$351K +$369K +2,254 New
BAM
237
Belpointe Asset Management
Nevada
$350K -$8.19K -50 -2%
JMPWA
238
JP Morgan Private Wealth Advisors
California
$345K -$190K -1,160 -34%
BP
239
Ballentine Partners
Massachusetts
$343K -$12.3K -75 -3%
WT
240
Whittier Trust
California
$342K -$4.09K -25 -1%
MAP
241
Moody Aldrich Partners
Massachusetts
$330K -$3.44K -21 -1%
HCC
242
Hirtle Callaghan & Co
Pennsylvania
$327K -$82K -501 -19%
CCM
243
Coldstream Capital Management
Washington
$327K +$19.8K +121 +6%
SIA
244
Schechter Investment Advisors
Michigan
$327K +$345K +2,104 New
ACM
245
AlphaCrest Capital Management
New York
$305K +$321K +1,961 New
WIC
246
Woodmont Investment Counsel
Tennessee
$299K
VIA
247
Vident Investment Advisory
Georgia
$298K +$29.6K +181 +10%
PI
248
PineBridge Investments
New York
$292K -$7M -42,742 -96%
CIP
249
Cornerstone Investment Partners
Georgia
$290K +$68.8K +420 +29%
PA
250
Profund Advisors
Maryland
$289K -$94.8K -579 -24%