337 hedge funds and large institutions have $8.21B invested in WEX in 2019 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 103 increasing their positions, 121 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-6
Holders Change %
-1.75%
% of All Funds
7.31%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.2%
New
57
Increased
103
Reduced
121
Closed
61
Calls
$7.33M
Puts
$10.8M
Net Calls
-$3.5M
Net Calls Change
-$4.22M
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
276
Rockefeller Capital Management
New York
$96K +$96K +501 New
FANJ
277
Financial Architects (New Jersey)
New Jersey
$80K -$385 -2 -0.5%
ASN
278
Advisory Services Network
Georgia
$78K
QI
279
QS Investors
New York
$77K -$963 -5 -1%
RCAG
280
Rehmann Capital Advisory Group
Michigan
$73.5K -$4.99K -26 -6%
CCM
281
Cribstone Capital Management
Maine
$65K
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$58K +$9.99K +52 +21%
DWA
283
Dougherty Wealth Advisers
Minnesota
$56K
CAM
284
Cresset Asset Management
Illinois
$39K +$21.9K +115 +128%
YWP
285
YorkBridge Wealth Partners
New York
$38K
S
286
SignatureFD
Georgia
$37K
CFGS
287
Concourse Financial Group Securities
Alabama
$35K +$14.3K +75 +69%
MPWT
288
MassMutual Private Wealth & Trust
Connecticut
$32.1K
LC
289
Lindbrook Capital
California
$31K
FHA
290
First Horizon Advisors
Tennessee
$30K
CT
291
Clearstead Trust
Maine
$24K +$24K +120 New
FHA
292
Flagship Harbor Advisors
Massachusetts
$23K -$4.94K -26 -18%
Fifth Third Bancorp
293
Fifth Third Bancorp
Ohio
$23K
PFBT
294
Parkside Financial Bank & Trust
Missouri
$23K +$4.15K +22 +22%
WAM
295
Wealthspire Advisors (Maryland)
Maryland
$23K +$13.1K +69 +133%
VCM
296
Vigilant Capital Management
Maine
$19K
OIA
297
Optimum Investment Advisors
Illinois
$19K
MC
298
Machina Capital
France
$19K +$19K +101 New
HNB
299
Huntington National Bank
Ohio
$15K -$197 -1 -1%
TNBTD
300
Trustmark National Bank Trust Department
Mississippi
$14K