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353 hedge funds and large institutions have $8.96B invested in WEX in 2020 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 98 increasing their positions, 130 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $74.1M | Put options by funds: $27.2M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

47% more capital invested

Capital invested by funds: $6.1B → $8.96B (+$2.85B)

14% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 65

2% more funds holding

Funds holding: 346353 (+7)

0.41% more ownership

Funds ownership: 99.48%99.9% (+0.41%)

25% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 130

Holders
353
Holders Change
+7
Holders Change %
+2.02%
% of All Funds
6.25%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
74
Increased
98
Reduced
130
Closed
65
Calls
$74.1M
Puts
$27.2M
Net Calls
+$46.9M
Net Calls Change
+$36.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
326
CX Institutional
Indiana
$9K +$1.35K +8 +22%
Rockefeller Capital Management
327
Rockefeller Capital Management
New York
$8K -$23.2K -138 -78%
GWS
328
Glassman Wealth Services
Virginia
$8K
HNB
329
Huntington National Bank
Ohio
$8K
LC
330
Lindbrook Capital
California
$8K +$2.52K +15 +65%
COCM
331
Charter Oak Capital Management
New Hampshire
$8K +$11.4K +68 New
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$7K
FCH
333
Freestone Capital Holdings
Washington
$6.72K
RWA
334
Ropes Wealth Advisors
Massachusetts
$6K
FPS
335
Fieldpoint Private Securities
Connecticut
$6K +$5.05K +30 New
EARNEST Partners
336
EARNEST Partners
Georgia
$5K
FTDI
337
First Trust Direct Indexing
Massachusetts
$5K +$4.21K +25 New
VCG
338
Vantage Consulting Group
Virginia
$5K +$4.37K +26 New
APWA
339
Atlas Private Wealth Advisors
New Jersey
$4K +$3.2K +19 New
SWA
340
Sutton Wealth Advisors
Florida
$3.26K
JCM
341
Jacobi Capital Management
Pennsylvania
$3K
SIS
342
Sound Income Strategies
Florida
$3K
ETC
343
Exchange Traded Concepts
Oklahoma
$3K +$2.19K +13 New
TPCW
344
TD Private Client Wealth
New York
$2.44K
TFGT
345
TS Financial Group (TSFG)
Illinois
$2K -$505 -3 -23%
ACM
346
AUA Capital Management
Pennsylvania
$2K
HGWM
347
Harvest Group Wealth Management
Massachusetts
$2K
PWPS
348
Pinnacle Wealth Planning Services
Ohio
$2K +$1.51K +9 New
APC
349
Aspire Private Capital
North Carolina
$1K
BWA
350
BDO Wealth Advisors
Florida
$1K