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341 hedge funds and large institutions have $8.98B invested in WEX in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 121 increasing their positions, 113 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $53.3M | Put options by funds: $38.6M

23% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 40

9% more capital invested

Capital invested by funds: $8.21B → $8.98B (+$764M)

7% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 113

1% more funds holding

Funds holding: 338341 (+3)

0.63% more ownership

Funds ownership: 99.15%99.78% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
341
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
7.41%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
49
Increased
121
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
Change in
Stake
TAM
251
Tiverton Asset Management
Delaware
$356K -$70.6K -351 -17%
ECM
252
Evergreen Capital Management
Washington
$354K
Russell Investments Group
253
Russell Investments Group
United Kingdom
$346K -$888K -4,415 -73%
Qube Research & Technologies (QRT)
254
Qube Research & Technologies (QRT)
United Kingdom
$345K +$334K +1,659 New
CC
255
Chicago Capital
Illinois
$345K +$334K +1,660 New
AR
256
Advisory Research
Illinois
$341K +$330K +1,639 New
CIBC Asset Management
257
CIBC Asset Management
Ontario, Canada
$332K
CS
258
Cannell & Spears
New York
$323K -$40.2K -200 -11%
PAM
259
Panagora Asset Management
Massachusetts
$316K +$12.1K +60 +4%
AG
260
Advisor Group
Arizona
$306K -$13.3K -66 -4%
Commonwealth Equity Services
261
Commonwealth Equity Services
Massachusetts
$305K +$45.5K +226 +18%
Stifel Financial
262
Stifel Financial
Missouri
$300K -$16.7K -83 -5%
RJT
263
Raymond James Trust
Florida
$296K -$10.9K -54 -4%
ACM
264
Alta Capital Management
Utah
$289K
M&T Bank
265
M&T Bank
New York
$283K +$57K +283 +26%
CI
266
Cigna Investments
Connecticut
$276K
CWM
267
Calamos Wealth Management
Illinois
$266K -$30.2K -150 -11%
N
268
Natixis
France
$262K -$156K -777 -38%
Wolverine Trading
269
Wolverine Trading
Illinois
$261K +$253K +1,256 New
Squarepoint
270
Squarepoint
New York
$252K +$243K +1,209 New
GH
271
GAM Holding
Switzerland
$247K +$239K +1,187 New
FDCDDQ
272
Federation des caisses Desjardins du Quebec
Quebec, Canada
$225K -$70.6K -351 -25%
FCI
273
Financial Counselors Inc
Kansas
$214K -$48.3K -240 -19%
RJFSA
274
Raymond James Financial Services Advisors
Florida
$210K +$203K +1,008 New
I
275
IberiaBank
Louisiana
$210K +$203K +1,011 New