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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
Fifth Third Bancorp
301
Fifth Third Bancorp
Ohio
$24K
PCG
302
Private Capital Group
Connecticut
$21K
CG
303
Cutler Group
California
$20K -$115K -600 -86%
BAM
304
Barrett Asset Management
New York
$20K
OIA
305
Optimum Investment Advisors
Illinois
$20K
VCM
306
Vigilant Capital Management
Maine
$20K
FHA
307
Flagship Harbor Advisors
Massachusetts
$19K +$2.88K +15 +19%
ADL
308
Asset Dedication LLC
California
$18K -$7.1K -37 -29%
PFBT
309
Parkside Financial Bank & Trust
Missouri
$18K
CFGS
310
Concourse Financial Group Securities
Alabama
$18K +$16.9K +88 New
SWM
311
SeaCrest Wealth Management
New York
$17K -$4.03K -21 -20%
WAM
312
Wealthspire Advisors (Maryland)
Maryland
$17K +$6.52K +34 +65%
HNB
313
Huntington National Bank
Ohio
$15K -$78.4K -409 -84%
TNBTD
314
Trustmark National Bank Trust Department
Mississippi
$15K +$14.2K +74 New
GAM
315
Gemmer Asset Management
California
$14K
LNB
316
Ledyard National Bank
$12K
QCG
317
Quadrant Capital Group
Ohio
$12K
AF
318
Advisornet Financial
Minnesota
$11K
TCM
319
Tradewinds Capital Management
Washington
$10K
Acadian Asset Management
320
Acadian Asset Management
Massachusetts
$8K
BBHC
321
Brown Brothers Harriman & Co
New York
$8K +$7.67K +40 New
GTAM
322
Global Trust Asset Management
Florida
$7K
CHC
323
City Holding Co
West Virginia
$6K
ST
324
Smithfield Trust
Pennsylvania
$6K
EARNEST Partners
325
EARNEST Partners
Georgia
$5K