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338 hedge funds and large institutions have $8.46B invested in WEX in 2018 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 131 increasing their positions, 104 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $30.9M | Put options by funds: $16.3M

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

26% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 104

5% more funds holding

Funds holding: 321338 (+17)

3% more capital invested

Capital invested by funds: $8.19B → $8.46B (+$270M)

2.11% less ownership

Funds ownership: 99.93%97.83% (-2.1%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
338
Holders Change
+17
Holders Change %
+5.3%
% of All Funds
7.73%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
50
Increased
131
Reduced
104
Closed
31
Calls
$30.9M
Puts
$16.3M
Net Calls
+$14.6M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
276
US Bancorp
Minnesota
$208K +$47.9K +250 +32%
WT
277
Whittier Trust
California
$195K
C
278
Cerebellum
California
$190K
PA
279
Parallel Advisors
California
$166K +$158K +826 New
JA
280
JOYN Advisors
Georgia
$103K -$13.4K -70 -12%
TPWA
281
TRUE Private Wealth Advisors
Oregon
$103K +$98.4K +513 New
HFM
282
Harvest Fund Management
China
$98K +$37.2K +194 +66%
AA
283
Ancora Advisors
Ohio
$95K +$90.5K +472 New
FAM
284
Fred Alger Management
New York
$92K +$7.29K +38 +9%
FANJ
285
Financial Architects (New Jersey)
New Jersey
$91K
RCAG
286
Rehmann Capital Advisory Group
Michigan
$87.1K -$1.53K -8 -2%
QI
287
QS Investors
New York
$81K
CCM
288
Cribstone Capital Management
Maine
$68K
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$57K -$9.59K -50 -15%
Bessemer Group
290
Bessemer Group
New Jersey
$57K +$8.05K +42 +17%
ASN
291
Advisory Services Network
Georgia
$45K
WA
292
WealthTrust-Arizona
Arizona
$45K +$1.53K +8 +4%
IA
293
IFP Advisors
Florida
$43K +$22.6K +118 +120%
OWA
294
One Wealth Advisors
California
$41K -$93K -485 -71%
YWP
295
YorkBridge Wealth Partners
New York
$40K
Parallax Volatility Advisers
296
Parallax Volatility Advisers
California
$33K +$31.6K +165 New
FHA
297
First Horizon Advisors
Tennessee
$32K -$6.9K -36 -19%
S
298
SignatureFD
Georgia
$32K
AIL
299
AGF Investments LLC
Ontario, Canada
$28K -$9.4K -49 -26%
WSTAM
300
Wilbanks Smith & Thomas Asset Management
Virginia
$27K +$25.3K +132 New