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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
FDCDDQ
251
Federation des caisses Desjardins du Quebec
Quebec, Canada
$355K -$15K -78 -4%
CS
252
Cannell & Spears
New York
$351K
LTFS
253
Ladenburg Thalmann Financial Services
Florida
$350K +$145K +757 +77%
CB
254
Commerce Bank
Missouri
$348K +$15.3K +80 +5%
RJT
255
Raymond James Trust
Florida
$343K +$6.9K +36 +2%
ARTA
256
A.R.T. Advisors
New York
$341K -$5.87M -30,600 -95%
ECM
257
Evergreen Capital Management
Washington
$341K +$9.78K +51 +3%
CIBC Asset Management
258
CIBC Asset Management
Ontario, Canada
$320K
HI
259
HBK Investments
Texas
$313K -$276K -1,440 -48%
CSS
260
Cubist Systematic Strategies
Connecticut
$313K +$154K +805 +107%
QT
261
Quantbot Technologies
New York
$312K +$299K +1,557 New
TAM
262
Tocqueville Asset Management
New York
$301K +$288K +1,500 New
Calamos Advisors
263
Calamos Advisors
Illinois
$295K +$282K +1,470 New
PAM
264
Panagora Asset Management
Massachusetts
$293K
Qube Research & Technologies (QRT)
265
Qube Research & Technologies (QRT)
United Kingdom
$292K +$200K +1,043 +254%
HighTower Advisors
266
HighTower Advisors
Illinois
$275K -$8.25K -43 -3%
AG
267
Advisor Group
Arizona
$250K +$142K +740 +145%
HSBC Holdings
268
HSBC Holdings
United Kingdom
$249K +$237K +1,238 New
WEC
269
Winslow Evans & Crocker
Massachusetts
$246K +$28.8K +150 +14%
CAN
270
Claraphi Advisory Network
United States
$244K +$233K +1,213 New
CI
271
Cigna Investments
Connecticut
$237K
M&T Bank
272
M&T Bank
New York
$236K -$22.4K -117 -9%
AWM
273
Avior Wealth Management
Nebraska
$227K -$79.6K -415 -27%
SAM
274
Silvercrest Asset Management
New York
$227K -$192 -1 -0.1%
Simplex Trading
275
Simplex Trading
Illinois
$221K +$165K +861 +356%