343 hedge funds and large institutions have $5.98B invested in WEX in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 111 increasing their positions, 121 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+6
Holders Change %
+1.78%
% of All Funds
7.65%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
66
Increased
111
Reduced
121
Closed
60
Calls
$12.8M
Puts
$12.1M
Net Calls
+$718K
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
301
IFP Advisors
Florida
$16K -$13.5K -99 -46%
PCG
302
Private Capital Group
Connecticut
$15K
CFGS
303
Concourse Financial Group Securities
Alabama
$15K +$2.78K +20 +23%
OIA
304
Optimum Investment Advisors
Illinois
$14K
VCM
305
Vigilant Capital Management
Maine
$14K
PFBT
306
Parkside Financial Bank & Trust
Missouri
$14K +$1.54K +11 +12%
NIT
307
NumerixS Investment Technologies
British Columbia, Canada
$14K +$14K +100 New
CAM
308
Cresset Asset Management
Illinois
$13K +$13K +90 New
AAMU
309
Amundi Asset Management US
Massachusetts
$11.8K -$2.97K -21,229 -20%
ADL
310
Asset Dedication LLC
California
$11K -$2.35K -16 -18%
HNB
311
Huntington National Bank
Ohio
$11K -$143 -1 -1%
TNBTD
312
Trustmark National Bank Trust Department
Mississippi
$11K
KPW
313
Kore Private Wealth
New York
$11K +$11K +81 New
GAM
314
Gemmer Asset Management
California
$10K
PFO
315
Pathstone Family Office
New Jersey
$10K +$10K +73 New
LNB
316
Ledyard National Bank
$9K
AF
317
Advisornet Financial
Minnesota
$8K
WAM
318
Wealthspire Advisors (Maryland)
Maryland
$7K -$4.58K -34 -40%
TCM
319
Tradewinds Capital Management
Washington
$7K
QCG
320
Quadrant Capital Group
Ohio
$6K -$1.96K -16 -25%
WAP
321
Wealthcare Advisory Partners
Pennsylvania
$6K +$6K +40 New
PRC
322
Pearl River Capital
Michigan
$6K +$6K +46 New
GTAM
323
Global Trust Asset Management
Florida
$5K
CA
324
Claro Advisors
Massachusetts
$5K +$5K +27 New
RFC
325
Regions Financial Corp
Alabama
$4K