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353 hedge funds and large institutions have $6.09B invested in WEX in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 112 increasing their positions, 134 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $98.2M | Put options by funds: $37.6M

10.71% more ownership

Funds ownership: 97.89%108.6% (+11%)

2% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 48

0% less funds holding

Funds holding: 354353 (-1)

11% less capital invested

Capital invested by funds: $6.85B → $6.09B (-$757M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 134

Holders
353
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
6.08%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
49
Increased
112
Reduced
134
Closed
48
Calls
$98.2M
Puts
$37.6M
Net Calls
+$60.6M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
251
Cambridge Investment Research Advisors
Iowa
$265K -$26.7K -170 -8%
AWS
252
Atria Wealth Solutions
New York
$263K +$325K +2,068 New
JCIA
253
Jackson Creek Investment Advisors
Colorado
$261K -$18.2K -116 -5%
BFM
254
Boothbay Fund Management
New York
$251K +$311K +1,977 New
BAM
255
Belpointe Asset Management
Nevada
$249K -$45.9K -292 -13%
CIP
256
Convergence Investment Partners
Florida
$249K -$45.7K -291 -13%
TI
257
Tidal Investments
Wisconsin
$249K +$105K +669 +52%
Truist Financial
258
Truist Financial
North Carolina
$247K +$39K +248 +15%
WIC
259
Woodmont Investment Counsel
Tennessee
$244K
II
260
Inspire Investing
Idaho
$242K +$40.7K +259 +16%
PI
261
PineBridge Investments
New York
$238K
CFAM
262
Coury Firm Asset Management
Pennsylvania
$235K
CCA
263
Cadent Capital Advisors
Oklahoma
$231K
BNP Paribas Financial Markets
264
BNP Paribas Financial Markets
France
$228K -$494K -3,144 -64%
AWM
265
Apollon Wealth Management
South Carolina
$228K +$38.8K +247 +16%
Pacer Advisors
266
Pacer Advisors
Pennsylvania
$226K +$280K +1,782 New
WAM
267
Watershed Asset Management
California
$225K +$279K +1,774 New
TCM
268
Teza Capital Management
Illinois
$220K +$272K +1,732 New
D.E. Shaw & Co
269
D.E. Shaw & Co
New York
$220K +$273K +1,737 New
CC
270
Chicago Capital
Illinois
$219K
RJFSA
271
Raymond James Financial Services Advisors
Florida
$219K +$50K +318 +23%
PA
272
Profund Advisors
Maryland
$214K -$28K -178 -10%
M&T Bank
273
M&T Bank
New York
$212K -$26.3K -167 -9%
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
$210K
IC
275
IEQ Capital
California
$207K +$256K +1,628 New