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236 hedge funds and large institutions have $3.92B invested in WEX in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

8% more funds holding

Funds holding: 218236 (+18)

0.31% less ownership

Funds ownership: 102.43%102.12% (-0.31%)

10% less capital invested

Capital invested by funds: $4.37B → $3.92B (-$454M)

11% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 84

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
236
Holders Change
+18
Holders Change %
+8.26%
% of All Funds
6.3%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
40
Increased
75
Reduced
84
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$7.15M +$75.2K +706 +1%
SGCIA
77
Smith Graham & Co Investment Advisors
Texas
$6.94M -$454K -4,260 -6%
Bank of America
78
Bank of America
North Carolina
$6.89M -$848K -7,965 -10%
LMGAM
79
Liberty Mutual Group Asset Management
Massachusetts
$6.52M -$10.7K -100 -0.2%
GC
80
Guggenheim Capital
Illinois
$6.52M -$5.26M -49,412 -43%
RhumbLine Advisers
81
RhumbLine Advisers
Massachusetts
$6.3M -$72K -676 -1%
TRSOTSOK
82
Teachers Retirement System of the State of Kentucky
Kentucky
$6.26M +$128K +1,200 +2%
Natixis Advisors
83
Natixis Advisors
Massachusetts
$6.16M -$70.5K -662 -1%
USAA
84
United Services Automobile Association
Texas
$6.13M +$3.52M +33,080 +115%
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$6.05M +$31.4K +295 +0.5%
BA
86
BlackRock Advisors
Delaware
$5.86M -$561K -5,271 -8%
PC
87
Pier Capital
Connecticut
$5.49M -$70.4K -661 -1%
TA
88
Teachers Advisors
New York
$5.35M +$7.99K +75 +0.1%
Comerica Bank
89
Comerica Bank
Texas
$5.35M +$2.8M +26,252 +94%
PPA
90
Parametric Portfolio Associates
Washington
$5.02M -$456K -4,282 -8%
American Century Companies
91
American Century Companies
Missouri
$4.76M -$108K -1,011 -2%
PCM
92
PAR Capital Management
Massachusetts
$4.75M +$5.11M +48,000 New
MOACM
93
Mutual of America Capital Management
New York
$4.71M +$45.1K +423 +0.9%
Retirement Systems of Alabama
94
Retirement Systems of Alabama
Alabama
$4.68M
Ohio Public Employees Retirement System (OPERS)
95
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.66M +$772K +7,252 +18%
MSA
96
Mason Street Advisors
Wisconsin
$4.46M +$1.7M +15,941 +55%
NC
97
Nicholas Company
Wisconsin
$4.25M -$526K -4,940 -10%
Swiss National Bank
98
Swiss National Bank
Switzerland
$4.18M +$107K +1,000 +2%
ECP
99
Elk Creek Partners
Colorado
$4.18M +$4.51M +42,301 New
First Trust Advisors
100
First Trust Advisors
Illinois
$4.05M +$665K +6,246 +18%