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209 hedge funds and large institutions have $3.28B invested in WEX in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

424% more call options, than puts

Call options by funds: $965K | Put options by funds: $184K

34% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 68

1.36% less ownership

Funds ownership: 103.72%102.36% (-1.4%)

3% less funds holding

Funds holding: 216209 (-7)

7% less capital invested

Capital invested by funds: $3.54B → $3.28B (-$259M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 28

Holders
209
Holders Change
-7
Holders Change %
-3.24%
% of All Funds
5.57%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
21
Increased
91
Reduced
68
Closed
28
Calls
$965K
Puts
$184K
Net Calls
+$781K
Net Calls Change
+$897K
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
176
LS Investment Advisors
Michigan
$112K +$4.05K +56 +4%
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$94K
WT
178
Whittier Trust
California
$81K
US Bancorp
179
US Bancorp
Minnesota
$58K -$289 -4 -0.6%
EWM
180
Evercore Wealth Management
New York
$48K -$47.4K -656 -53%
Victory Capital Management
181
Victory Capital Management
Texas
$48K +$41.3K +571 New
AIM
182
Assured Investment Management
New York
$34K +$29.7K +411 New
JFGIW
183
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K -$16.3K -225 -43%
CG
184
Cutler Group
California
$22K
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$21K -$2.1K -29 -10%
TRCT
186
Tower Research Capital (TRC)
New York
$20K +$17.2K +238 +5,950%
Geode Capital Management
187
Geode Capital Management
Massachusetts
$19.1K +$246K +3,407 +2%
PMFA
188
Plante Moran Financial Advisors
Michigan
$12K -$2.89K -40 -22%
LNB
189
Ledyard National Bank
$11K
LTFS
190
Ladenburg Thalmann Financial Services
Florida
$9K +$578 +8 +8%
HPBT
191
High Point Bank & Trust
North Carolina
$9K +$7.52K +104 New
GCL
192
Glazer Capital LLC
New York
$8K +$7.23K +100 New
MFS
193
MSI Financial Services
Massachusetts
$7K +$4.7K +65 +433%
Bessemer Group
194
Bessemer Group
New Jersey
$6K +$2.17K +30 +81%
RFS
195
Rockefeller Financial Services
New York
$6K +$4.84K +67 New
CCA
196
Checchi Capital Advisers
California
$5K +$4.55K +63 New
FQ
197
First Quadrant
California
$4K -$289 -4 -7%
WCBA
198
Weaver C. Barksdale & Associates
Tennessee
$4K
ZB
199
Zions Bancorporation
Utah
$4K
FHA
200
First Horizon Advisors
Tennessee
$4K +$289 +4 +9%