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221 hedge funds and large institutions have $3.55B invested in WEX in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,175% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $1.03M

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

69% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 59

8% more capital invested

Capital invested by funds: $3.28B → $3.55B (+$273M)

6% more funds holding

Funds holding: 209221 (+12)

1.24% more ownership

Funds ownership: 102.36%103.6% (+1.2%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
5.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
34
Increased
100
Reduced
59
Closed
20
Calls
$13.1M
Puts
$1.03M
Net Calls
+$12.1M
Net Calls Change
+$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
176
Paloma Partners
Connecticut
$248K +$249K +2,790 New
PAM
177
Panagora Asset Management
Massachusetts
$244K +$115K +1,292 +88%
HNB
178
Huntington National Bank
Ohio
$238K +$56.6K +635 +31%
GT
179
Glenmede Trust
Pennsylvania
$219K +$6.6K +74 +3%
Fiera Capital (Canada)
180
Fiera Capital (Canada)
Quebec, Canada
$217K
PCM
181
Penserra Capital Management
California
$208K +$11.9K +133 +6%
LIA
182
LS Investment Advisors
Michigan
$207K +$88.6K +993 +74%
TNBTD
183
Trustmark National Bank Trust Department
Mississippi
$203K +$204K +2,292 New
Zurich Cantonal Bank
184
Zurich Cantonal Bank
Switzerland
$100K
Victory Capital Management
185
Victory Capital Management
Texas
$90K +$39.6K +444 +78%
JG
186
Jefferies Group
New York
$89K +$89.8K +1,007 New
WT
187
Whittier Trust
California
$86K
AIM
188
Acrospire Investment Management
Illinois
$62K +$62.4K +700 New
US Bancorp
189
US Bancorp
Minnesota
$61K -$1.07K -12 -2%
EWM
190
Evercore Wealth Management
New York
$47K -$3.66K -41 -7%
AG
191
Advisor Group
Arizona
$41K +$42.6K +478 New
CCA
192
Checchi Capital Advisers
California
$35K +$29.3K +329 +522%
CCM
193
Cribstone Capital Management
Maine
$32K +$32.1K +360 New
JFGIW
194
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K
NYLT
195
New York Life Trust
New York
$26K +$25.9K +290 New
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$25K +$3.12K +35 +14%
FPFS
197
First Personal Financial Services
North Carolina
$23K +$23K +258 New
GCL
198
Glazer Capital LLC
New York
$18K +$8.92K +100 +100%
Bessemer Group
199
Bessemer Group
New Jersey
$17K +$11.5K +129 +193%
LTFS
200
Ladenburg Thalmann Financial Services
Florida
$14K +$3.57K +40 +36%