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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
APA
326
American Portfolios Advisors
New York
$3.12K +$3.02K +15 New
HGWM
327
Harvest Group Wealth Management
Massachusetts
$3K
TFGT
328
TS Financial Group (TSFG)
Illinois
$2K -$201 -1 -8%
BCA
329
Berman Capital Advisors
Georgia
$2K
CAW
330
Cornerstone Advisors (Washington)
Washington
$2K +$2.01K +10 New
TPWA
331
TRUE Private Wealth Advisors
Oregon
$2K +$2.62K +13 New
FANJ
332
Financial Architects (New Jersey)
New Jersey
$1K -$82.3K -409 -98%
TNBTD
333
Trustmark National Bank Trust Department
Mississippi
$1K -$13.7K -68 -92%
APC
334
Aspire Private Capital
North Carolina
$1K
EWM
335
Executive Wealth Management
Michigan
$1K
TIM
336
Tortoise Investment Management
New York
$1K
GRP
337
Global Retirement Partners
California
$1K +$604 +3 New
GI
338
Gradient Investments
Minnesota
$1K +$805 +4 New
MAM
339
Meeder Asset Management
Ohio
$1K +$1.21K +6 New
GT
340
Glenmede Trust
Pennsylvania
$70 -$3.02K -15 -4%
DCM
341
Daruma Capital Management
New York
-$30.5M -158,846 Closed
BCPEM
342
Bain Capital Public Equity Management
Massachusetts
-$27.5M -143,327 Closed
Canada Pension Plan Investment Board
343
Canada Pension Plan Investment Board
Ontario, Canada
-$12.4M -64,400 Closed
SC
344
Shellback Capital
Massachusetts
-$9.23M -48,080 Closed
Renaissance Technologies
345
Renaissance Technologies
New York
-$8.37M -43,600 Closed
AIM
346
Assured Investment Management
New York
-$5.9M -30,713 Closed
Assenagon Asset Management
347
Assenagon Asset Management
Luxembourg
-$5.45M -28,405 Closed
Capital Fund Management (CFM)
348
Capital Fund Management (CFM)
France
-$5.32M -27,700 Closed
ECM
349
Element Capital Management
New York
-$3.24M -16,855 Closed
BNP Paribas Asset Management
350
BNP Paribas Asset Management
France
-$3.09M -16,089 Closed