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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
RFC
326
Regions Financial Corp
Alabama
$5K
EFSCE
327
Enterprise Financial Services Corp (EFSC)
Missouri
$5K +$4.6K +24 New
CAW
328
Cornerstone Advisors (Washington)
Washington
$4K +$1.73K +9 +90%
SPIA
329
Steward Partners Investment Advisory
New York
$4K +$3.45K +18 New
CAPTRUST Financial Advisors
330
CAPTRUST Financial Advisors
North Carolina
$3K -$9.01K -47 -73%
CFD
331
Creative Financial Designs
Indiana
$3K
SMFS
332
Squar Milner Financial Services
California
$3K
SWP
333
Stratos Wealth Partners
Ohio
$3K +$2.49K +13 New
PCP
334
Proficio Capital Partners
Massachusetts
$2K
VCM
335
Versant Capital Management
Arizona
$2K
Carson Wealth (CWM LLC)
336
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.34K +7 New
VFA
337
Valeo Financial Advisors
Indiana
$1K +$1.34K +7 New
CAG
338
Csenge Advisory Group
Florida
$1K +$1.73K +9 New
Millennium Management
339
Millennium Management
New York
-$66.5M -349,272 Closed
Balyasny Asset Management
340
Balyasny Asset Management
Illinois
-$35.7M -187,243 Closed
DKCM
341
Davidson Kempner Capital Management
New York
-$31M -162,500 Closed
Voloridge Investment Management
342
Voloridge Investment Management
Florida
-$7.43M -38,984 Closed
BIM
343
Bogle Investment Management
Massachusetts
-$4.55M -23,903 Closed
TPCM
344
Three Peaks Capital Management
Colorado
-$4.35M -22,852 Closed
OAM
345
Oxford Asset Management
United Kingdom
-$2.95M -15,437 Closed
ECM
346
Element Capital Management
New York
-$2.47M -12,964 Closed
SEC
347
Seven Eight Capital
New York
-$2.23M -11,680 Closed
BC
348
Breakline Capital
New York
-$2.1M -11,042 Closed
TI
349
Trexquant Investment
Connecticut
-$1.21M -6,341 Closed
Envestnet Asset Management
350
Envestnet Asset Management
Illinois
-$1.18M -6,211 Closed