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341 hedge funds and large institutions have $8.98B invested in WEX in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 121 increasing their positions, 113 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $53.3M | Put options by funds: $38.6M

23% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 40

9% more capital invested

Capital invested by funds: $8.21B → $8.98B (+$764M)

7% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 113

1% more funds holding

Funds holding: 338341 (+3)

0.63% more ownership

Funds ownership: 99.15%99.78% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
341
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
7.41%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
49
Increased
121
Reduced
113
Closed
40
Calls
$53.3M
Puts
$38.6M
Net Calls
+$14.7M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
301
Optimum Investment Advisors
Illinois
$21K
VCM
302
Vigilant Capital Management
Maine
$21K
PCG
303
Private Capital Group
Connecticut
$21K +$9.66K +48 +80%
ADL
304
Asset Dedication LLC
California
$16K
HNB
305
Huntington National Bank
Ohio
$16K +$604 +3 +4%
FAM
306
Fred Alger Management
New York
$16K +$15.1K +75 New
GAM
307
Gemmer Asset Management
California
$15K
PFO
308
Pathstone Family Office
New Jersey
$15K
CG
309
Cutler Group
California
$14K -$1.45M -7,200 -99%
Fifth Third Bancorp
310
Fifth Third Bancorp
Ohio
$12K -$12.3K -61 -51%
TCM
311
Tradewinds Capital Management
Washington
$10K
PCM
312
Prelude Capital Management
New York
$10K +$9.26K +46 New
QCG
313
Quadrant Capital Group
Ohio
$9K
Rockefeller Capital Management
314
Rockefeller Capital Management
New York
$8K -$93K -462 -92%
WAP
315
Wealthcare Advisory Partners
Pennsylvania
$8K
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$7K
SMFS
317
Squar Milner Financial Services
California
$7K +$3.62K +18 +113%
ST
318
Smithfield Trust
Pennsylvania
$6K
RWA
319
Ropes Wealth Advisors
Massachusetts
$6K +$5.63K +28 New
EARNEST Partners
320
EARNEST Partners
Georgia
$5K
PCP
321
Proficio Capital Partners
Massachusetts
$5K +$1.21K +6 +35%
PWP
322
Personal Wealth Partners
Minnesota
$5K +$4.83K +24 New
BFEC
323
Benjamin F. Edwards & Company
Missouri
$4K
CFA
324
Camarda Financial Advisors
Florida
$4K
CAPTRUST Financial Advisors
325
CAPTRUST Financial Advisors
North Carolina
$4K