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345 hedge funds and large institutions have $8.7B invested in WEX in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 113 increasing their positions, 119 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

1% more funds holding

Funds holding: 341345 (+4)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.28% less ownership

Funds ownership: 99.78%99.5% (-0.28%)

3% less capital invested

Capital invested by funds: $8.98B → $8.7B (-$275M)

5% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 119

6% less call options, than puts

Call options by funds: $88.5M | Put options by funds: $93.7M

Holders
345
Holders Change
+4
Holders Change %
+1.17%
% of All Funds
7.57%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
40
Increased
113
Reduced
119
Closed
35
Calls
$88.5M
Puts
$93.7M
Net Calls
-$5.16M
Net Calls Change
-$19.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
251
Chicago Capital
Illinois
$335K
CIBC Asset Management
252
CIBC Asset Management
Ontario, Canada
$322K
RJT
253
Raymond James Trust
Florida
$319K +$32.1K +155 +11%
CS
254
Cannell & Spears
New York
$313K
AWM
255
Avior Wealth Management
Nebraska
$311K +$319K +1,540 New
PAM
256
Panagora Asset Management
Massachusetts
$307K
N
257
Natixis
France
$307K +$54.7K +264 +21%
AG
258
Advisor Group
Arizona
$295K -$3.11K -15 -1%
BIM
259
Bridges Investment Management
Nebraska
$295K +$96.3K +465 +47%
Commonwealth Equity Services
260
Commonwealth Equity Services
Massachusetts
$287K -$9.32K -45 -3%
Stifel Financial
261
Stifel Financial
Missouri
$287K -$4.76K -23 -2%
M&T Bank
262
M&T Bank
New York
$283K +$8.49K +41 +3%
SG Americas Securities
263
SG Americas Securities
New York
$268K -$4.3M -20,756 -94%
CWM
264
Calamos Wealth Management
Illinois
$258K
MC
265
Machina Capital
France
$258K +$120K +581 +83%
AR
266
Advisory Research
Illinois
$251K -$82.6K -399 -24%
FCI
267
Financial Counselors Inc
Kansas
$251K +$43.9K +212 +21%
CA
268
Claar Advisors
New York
$248K -$254K -1,225 -50%
CI
269
Cigna Investments
Connecticut
$245K +$5.59K +27 +2%
SAM
270
Silvercrest Asset Management
New York
$235K +$32.7K +158 +16%
ACM
271
Alta Capital Management
Utah
$231K -$50.7K -245 -18%
TIS
272
Tortoise Index Solutions
Kansas
$225K +$89.1K +430 +63%
QSS
273
Quantitative Systematic Strategies
Florida
$221K -$1.12M -5,400 -83%
STMM
274
South Texas Money Management
Texas
$213K +$219K +1,056 New
FDCDDQ
275
Federation des caisses Desjardins du Quebec
Quebec, Canada
$204K -$14.3K -69 -6%