346 hedge funds and large institutions have $7.24B invested in WEX in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 117 increasing their positions, 117 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+11
Holders Change %
+3.28%
% of All Funds
7.11%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
77
Increased
117
Reduced
117
Closed
64
Calls
$56.6M
Puts
$62.2M
Net Calls
-$5.65M
Net Calls Change
-$6.61M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
301
Optimum Investment Advisors
Illinois
$17K
VCM
302
Vigilant Capital Management
Maine
$17K
BFEC
303
Benjamin F. Edwards & Company
Missouri
$17K +$17K +100 New
APA
304
American Portfolios Advisors
New York
$15K +$6.77K +41 +82%
HNB
305
Huntington National Bank
Ohio
$15K +$8.08K +49 +117%
GWM
306
Geneos Wealth Management
Colorado
$15K +$15K +100 New
BL
307
Balentine LLC
Georgia
$14K +$14K +82 New
SIAS
308
Shine Investment Advisory Services
Colorado
$14K +$14K +87 New
Credit Agricole
309
Credit Agricole
France
$13K
Fifth Third Bancorp
310
Fifth Third Bancorp
Ohio
$12K -$1.71K -10 -13%
GAM
311
Gemmer Asset Management
California
$10K
MAM
312
Meeder Asset Management
Ohio
$10K +$1.61K +10 +19%
FCM
313
Firestone Capital Management
Florida
$9K +$9K +55 New
AIC
314
Archer Investment Corporation
Indiana
$8.25K -$26.4K -160 -76%
FHA
315
First Horizon Advisors
Tennessee
$8K
TCM
316
Tradewinds Capital Management
Washington
$8K
PCIA
317
Prime Capital Investment Advisors
Kansas
$8K +$8K +49 New
WCG
318
Weaver Consulting Group
California
$8K +$8K +50 New
SPIA
319
Steward Partners Investment Advisory
New York
$7K -$4.55K -26 -39%
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$7K
CI
321
CX Institutional
Indiana
$7K +$1K +6 +17%
PFBT
322
Parkside Financial Bank & Trust
Missouri
$7K +$7K +42 New
GWS
323
Glassman Wealth Services
Virginia
$6K +$5.19K +32 +640%
OPS
324
Orion Portfolio Solutions
Nebraska
$5K -$3.1K -18 -38%
RWA
325
Ropes Wealth Advisors
Massachusetts
$5K