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354 hedge funds and large institutions have $6.85B invested in WEX in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 115 increasing their positions, 121 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $118M | Put options by funds: $44.2M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.92% less ownership

Funds ownership: 98.81%97.89% (-0.92%)

5% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 121

9% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 45

3% less funds holding

Funds holding: 366354 (-12)

13% less capital invested

Capital invested by funds: $7.89B → $6.85B (-$1.04B)

Holders
354
Holders Change
-12
Holders Change %
-3.28%
% of All Funds
5.96%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
41
Increased
115
Reduced
121
Closed
45
Calls
$118M
Puts
$44.2M
Net Calls
+$73.6M
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
376
Dakota Wealth Management
Florida
-$528K -2,961 Closed
EGM
377
Engineers Gate Manager
New York
-$453K -2,540 Closed
BAM
378
Blueshift Asset Management
New Jersey
-$407K -2,280 Closed
B
379
Bailard
California
-$377K -2,113 Closed
Simplex Trading
380
Simplex Trading
Illinois
-$345K -2,107 Closed
FI
381
Fractal Investments
Connecticut
-$282K -1,581 Closed
NP
382
NorthRock Partners
Minnesota
-$209K -1,169 Closed
FTDI
383
First Trust Direct Indexing
Massachusetts
-$208K -1,164 Closed
EP
384
Edgestream Partners
New Jersey
-$206K -1,157 Closed
IC
385
IEQ Capital
California
-$206K -1,152 Closed
WDA
386
Wendell David Associates
New Hampshire
-$205K -1,147 Closed
AI
387
AdvisorShares Investments
Maryland
-$185K -1,038 Closed
Mitsubishi UFJ Trust & Banking
388
Mitsubishi UFJ Trust & Banking
Japan
-$170K -950 Closed
Creative Planning
389
Creative Planning
Kansas
-$17K -94 Closed
MIM
390
Macroview Investment Management
Maryland
-$14K -77 Closed
TCM
391
Tradewinds Capital Management
Washington
-$9K -48 Closed
BFC
392
Bedel Financial Consulting
Indiana
-$4K -23 Closed
T
393
TCWP
Ohio
-$3K -17 Closed
PCA
394
Providence Capital Advisors
North Carolina
-$1K -8 Closed
TPCW
395
TD Private Client Wealth
New York
-$892 -5 Closed
CFFP
396
Center for Financial Planning
Michigan
-$327 -2 -40%
CAL
397
Capital Advisors Ltd
Ohio
+$491 +3 New
SFG
398
Steward Financial Group
Texas
+$982 +6 New