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353 hedge funds and large institutions have $6.09B invested in WEX in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 112 increasing their positions, 134 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $98.2M | Put options by funds: $37.6M

10.71% more ownership

Funds ownership: 97.89%108.6% (+11%)

2% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 48

0% less funds holding

Funds holding: 354353 (-1)

11% less capital invested

Capital invested by funds: $6.85B → $6.09B (-$757M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 134

Holders
353
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
6.08%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
49
Increased
112
Reduced
134
Closed
48
Calls
$98.2M
Puts
$37.6M
Net Calls
+$60.6M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
326
Smithfield Trust
Pennsylvania
$9K
BTI
327
Blue Trust Inc
Georgia
$9K +$8.96K +57 +1,425%
AFG
328
Albion Financial Group
Utah
$8K
BCMLT
329
Beacon Capital Management LLC (Tennessee)
Tennessee
$8K
CA
330
Crewe Advisors
Utah
$8K +$3.62K +23 +53%
GWS
331
Glassman Wealth Services
Virginia
$6K +$314 +2 +4%
PFBT
332
Parkside Financial Bank & Trust
Missouri
$4K +$314 +2 +7%
BIA
333
Bell Investment Advisors
California
$4K +$629 +4 +15%
MA
334
MUFG Americas
New York
$3K -$54.9K -349 -94%
ADL
335
Asset Dedication LLC
California
$3K
EARNEST Partners
336
EARNEST Partners
Georgia
$3K
FMII
337
Farmers & Merchants Investments Inc
Nebraska
$3K +$3.3K +21 New
SWA
338
Sutton Wealth Advisors
Florida
$2.79K
ACM
339
AUA Capital Management
Pennsylvania
$2K +$472 +3 +21%
JWA
340
JFS Wealth Advisors
Pennsylvania
$2K +$629 +4 +50%
HNB
341
Huntington National Bank
Ohio
$1K -$3.93K -25 -74%
BWA
342
BDO Wealth Advisors
Florida
$1K
DI
343
Disciplined Investments
Oklahoma
$1K
FMP
344
Financial Management Professionals
Texas
$1K
SC
345
Schubert & Co
Texas
$1K +$157 +1 +14%
MHR
346
Matthew Hamilton Rosenberg
$1K +$786 +5 New
MPWT
347
MassMutual Private Wealth & Trust
Connecticut
$1K +$1.1K +7 +175%
Bank of Montreal
348
Bank of Montreal
Ontario, Canada
$752 -$610K -3,882 -45%
HRCM
349
Hood River Capital Management
Florida
-$17.2M -110,571 Closed
IECM
350
Intrinsic Edge Capital Management
Illinois
-$11M -71,000 Closed