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353 hedge funds and large institutions have $6.09B invested in WEX in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 112 increasing their positions, 134 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $98.2M | Put options by funds: $37.6M

10.71% more ownership

Funds ownership: 97.89%108.6% (+11%)

2% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 48

0% less funds holding

Funds holding: 354353 (-1)

11% less capital invested

Capital invested by funds: $6.85B → $6.09B (-$757M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 134

Holders
353
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
6.08%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
49
Increased
112
Reduced
134
Closed
48
Calls
$98.2M
Puts
$37.6M
Net Calls
+$60.6M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
226
TownSquare Capital
Utah
$367K
EAM
227
Eukles Asset Management
Ohio
$343K -$943 -6 -0.2%
PA
228
Procyon Advisors
Connecticut
$333K
HighTower Advisors
229
HighTower Advisors
Illinois
$323K +$26.3K +167 +7%
ProShare Advisors
230
ProShare Advisors
Maryland
$321K -$11K -70 -3%
WF
231
Welch & Forbes
Massachusetts
$321K
SAM
232
Shell Asset Management
Netherlands
$313K -$102K -648 -21%
Commonwealth Equity Services
233
Commonwealth Equity Services
Massachusetts
$312K -$7.86K -50 -2%
WGAM
234
Wilkinson Global Asset Management
New York
$311K
SCA
235
Snowden Capital Advisors
New York
$311K +$22.9K +146 +6%
RJT
236
Raymond James Trust
Florida
$308K +$105K +667 +38%
PCM
237
Prana Capital Management
Connecticut
$304K -$738K -4,693 -66%
Allspring Global Investments
238
Allspring Global Investments
North Carolina
$302K -$473K -3,011 -56%
CIP
239
Cornerstone Investment Partners
Georgia
$302K +$81K +515 +28%
SCM
240
Shelton Capital Management
Colorado
$300K -$12.7K -81 -3%
VF
241
Virtu Financial
New York
$300K +$372K +2,366 New
JMPWA
242
JP Morgan Private Wealth Advisors
California
$295K +$16.5K +105 +5%
YC
243
Yarbrough Capital
Tennessee
$294K
E
244
Ergoteles
New York
$294K +$364K +2,313 New
Mariner
245
Mariner
Kansas
$292K +$362K +2,303 New
MC
246
Maverick Capital
Texas
$284K +$352K +2,237 New
BP
247
Ballentine Partners
Massachusetts
$280K
WT
248
Whittier Trust
California
$279K
MFS
249
Mirabella Financial Services
United Kingdom
$271K +$326K +2,074 New
MAP
250
Moody Aldrich Partners
Massachusetts
$269K -$629 -4 -0.2%