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353 hedge funds and large institutions have $8.96B invested in WEX in 2020 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 98 increasing their positions, 130 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $74.1M | Put options by funds: $27.2M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

47% more capital invested

Capital invested by funds: $6.1B → $8.96B (+$2.85B)

14% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 65

2% more funds holding

Funds holding: 346353 (+7)

0.41% more ownership

Funds ownership: 99.48%99.9% (+0.41%)

25% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 130

Holders
353
Holders Change
+7
Holders Change %
+2.02%
% of All Funds
6.25%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
74
Increased
98
Reduced
130
Closed
65
Calls
$74.1M
Puts
$27.2M
Net Calls
+$46.9M
Net Calls Change
+$36.4M
Name Holding Trade Value Shares
Change
Change in
Stake
IB
251
Intrust Bank
Kansas
$310K -$13.8K -82 -5%
GC
252
Guggenheim Capital
Illinois
$306K -$1.13M -6,725 -82%
Mitsubishi UFJ Trust & Banking
253
Mitsubishi UFJ Trust & Banking
Japan
$305K +$185K +1,100 +275%
FBT
254
First Bank & Trust
South Dakota
$301K -$177K -1,051 -42%
M&T Bank
255
M&T Bank
New York
$295K +$243K +1,444 New
TRCT
256
Tower Research Capital (TRC)
New York
$293K -$1.58M -9,419 -87%
BW
257
Bison Wealth
Georgia
$291K +$241K +1,430 New
KPW
258
Kore Private Wealth
New York
$286K +$237K +1,406 New
MAP
259
Moody Aldrich Partners
Massachusetts
$284K +$235K +1,395 New
Los Angeles Capital Management
260
Los Angeles Capital Management
California
$279K +$230K +1,370 New
ZCA
261
Zeke Capital Advisors
Pennsylvania
$272K +$225K +1,337 New
CC
262
Centiva Capital
New York
$271K +$224K +1,331 New
ACM
263
Alta Capital Management
Utah
$257K +$212K +1,263 New
FHA
264
Flagship Harbor Advisors
Massachusetts
$256K -$12.6K -75 -6%
CS
265
Cannell & Spears
New York
$254K +$210K +1,250 New
D.E. Shaw & Co
266
D.E. Shaw & Co
New York
$251K +$208K +1,235 New
CCM
267
Coldstream Capital Management
Washington
$238K +$197K +1,172 New
Canada Pension Plan Investment Board
268
Canada Pension Plan Investment Board
Ontario, Canada
$237K -$155K -922 -44%
TIS
269
Tortoise Index Solutions
Kansas
$230K +$2.86K +17 +2%
VIA
270
Vident Investment Advisory
Georgia
$230K +$190K +1,128 New
MF
271
Magnetar Financial
Illinois
$226K +$187K +1,109 New
LNWWM
272
Laird Norton Wetherby Wealth Management
California
$224K +$185K +1,101 New
VPIM
273
Vanguard Personalized Indexing Management
California
$218K +$180K +1,070 New
MPPW
274
Mitchell & Pahl Private Wealth
Oklahoma
$207K +$171K +1,015 New
QC
275
QCM Cayman
Texas
$205K +$170K +1,008 New