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345 hedge funds and large institutions have $8.7B invested in WEX in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 113 increasing their positions, 119 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

1% more funds holding

Funds holding: 341345 (+4)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.28% less ownership

Funds ownership: 99.78%99.5% (-0.28%)

3% less capital invested

Capital invested by funds: $8.98B → $8.7B (-$275M)

5% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 119

6% less call options, than puts

Call options by funds: $88.5M | Put options by funds: $93.7M

Holders
345
Holders Change
+4
Holders Change %
+1.17%
% of All Funds
7.57%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
40
Increased
113
Reduced
119
Closed
35
Calls
$88.5M
Puts
$93.7M
Net Calls
-$5.16M
Net Calls Change
-$19.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
301
Advisornet Financial
Minnesota
$25K +$2.49K +12 +11%
CFB
302
Cullen/Frost Bankers
Texas
$25K +$25.3K +122 New
FHA
303
Flagship Harbor Advisors
Massachusetts
$24K
FIA
304
FNY Investment Advisers
New York
$21K +$22.2K +107 New
OIA
305
Optimum Investment Advisors
Illinois
$20K
VCM
306
Vigilant Capital Management
Maine
$20K
VFA
307
Valeo Financial Advisors
Indiana
$20K +$20.7K +100 New
HNB
308
Huntington National Bank
Ohio
$16K
CAC
309
Certified Advisory Corp
Florida
$16K +$16.6K +80 New
FHA
310
First Horizon Advisors
Tennessee
$15K -$17K -82 -52%
ADL
311
Asset Dedication LLC
California
$15K
GAM
312
Gemmer Asset Management
California
$15K
PCG
313
Private Capital Group
Connecticut
$12K -$9.94K -48 -44%
TCM
314
Tradewinds Capital Management
Washington
$10K
QCG
315
Quadrant Capital Group
Ohio
$9K
EWA
316
Evolution Wealth Advisors
Florida
$9K +$9.73K +47 New
WAP
317
Wealthcare Advisory Partners
Pennsylvania
$8K
Carson Wealth (CWM LLC)
318
Carson Wealth (CWM LLC)
Nebraska
$7K
CI
319
CX Institutional
Indiana
$7K +$7.46K +36 New
JFGIW
320
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K +$7.66K +37 New
RWA
321
Ropes Wealth Advisors
Massachusetts
$6K
ST
322
Smithfield Trust
Pennsylvania
$6K
EARNEST Partners
323
EARNEST Partners
Georgia
$5K
PWP
324
Personal Wealth Partners
Minnesota
$5K
SPIA
325
Steward Partners Investment Advisory
New York
$5K +$5.39K +26 New