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354 hedge funds and large institutions have $6.85B invested in WEX in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 115 increasing their positions, 121 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $118M | Put options by funds: $44.2M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.92% less ownership

Funds ownership: 98.81%97.89% (-0.92%)

5% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 121

9% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 45

3% less funds holding

Funds holding: 366354 (-12)

13% less capital invested

Capital invested by funds: $7.89B → $6.85B (-$1.04B)

Holders
354
Holders Change
-12
Holders Change %
-3.28%
% of All Funds
5.96%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
41
Increased
115
Reduced
121
Closed
45
Calls
$118M
Puts
$44.2M
Net Calls
+$73.6M
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
CFAM
251
Coury Firm Asset Management
Pennsylvania
$288K
M&T Bank
252
M&T Bank
New York
$288K +$55.3K +338 +22%
CCA
253
Cadent Capital Advisors
Oklahoma
$283K
TIS
254
Tortoise Index Solutions
Kansas
$275K +$14.1K +86 +5%
RJT
255
Raymond James Trust
Florida
$273K +$52.1K +318 +22%
CC
256
Chicago Capital
Illinois
$269K -$6.55K -40 -2%
FRM
257
Fox Run Management
Connecticut
$265K -$421K -2,573 -60%
Truist Financial
258
Truist Financial
North Carolina
$263K +$88.1K +538 +47%
CIBC Asset Management
259
CIBC Asset Management
Ontario, Canada
$257K -$19.8K -121 -7%
II
260
Inspire Investing
Idaho
$257K +$491 +3 +0.2%
CMBA
261
C.M. Bidwell & Associates
Hawaii
$243K -$31.9K -195 -11%
AWM
262
Apollon Wealth Management
South Carolina
$241K -$207K -1,263 -45%
EWM
263
Evercore Wealth Management
New York
$236K
PAM
264
Panagora Asset Management
Massachusetts
$236K
OAM
265
Oppenheimer Asset Management
New York
$229K -$2.95K -18 -1%
American Century Companies
266
American Century Companies
Missouri
$227K +$239K +1,459 New
CT
267
Chicago Trust
Illinois
$226K
CAPTRUST Financial Advisors
268
CAPTRUST Financial Advisors
North Carolina
$225K -$79.9K -488 -25%
Mercer Global Advisors
269
Mercer Global Advisors
Colorado
$224K +$236K +1,440 New
XT
270
XTX Topco
Cayman Islands
$219K +$230K +1,407 New
RJFSA
271
Raymond James Financial Services Advisors
Florida
$219K +$231K +1,411 New
KeyBank National Association
272
KeyBank National Association
Ohio
$218K -$104K -635 -31%
NAM
273
NorthCrest Asset Manangement
Minnesota
$218K +$229K +1,399 New
Stifel Financial
274
Stifel Financial
Missouri
$218K +$229K +1,401 New
CP
275
CenterBook Partners
Connecticut
$212K +$223K +1,362 New