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221 hedge funds and large institutions have $5.39B invested in WEX in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 115 increasing their positions, 50 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more call options, than puts

Call options by funds: $1.87M | Put options by funds: $449K

130% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 50

12% more capital invested

Capital invested by funds: $4.79B → $5.39B (+$595M)

4.74% more ownership

Funds ownership: 107.09%111.83% (+4.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 228221 (-7)

23% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 26

Holders
221
Holders Change
-7
Holders Change %
-3.07%
% of All Funds
5.51%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
20
Increased
115
Reduced
50
Closed
26
Calls
$1.87M
Puts
$449K
Net Calls
+$1.43M
Net Calls Change
+$5.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
176
Cambridge Investment Research Advisors
Iowa
$268K +$259K +2,386 New
EVM
177
Eaton Vance Management
Massachusetts
$247K +$3.14K +29 +1%
GHCM
178
Glen Harbor Capital Management
California
$244K +$26K +240 +12%
KeyBank National Association
179
KeyBank National Association
Ohio
$241K +$233K +2,150 New
CCM
180
CrestPoint Capital Management
Missouri
$236K
Russell Investments Group
181
Russell Investments Group
United Kingdom
$234K +$12.7K +117 +6%
ZB
182
Zions Bancorporation
Utah
$221K +$213K +1,967 New
RJT
183
Raymond James Trust
Florida
$214K -$3.79K -35 -2%
HNB
184
Huntington National Bank
Ohio
$214K -$217 -2 -0.1%
M&T Bank
185
M&T Bank
New York
$214K +$206K +1,905 New
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$208K
QSS
187
Quantitative Systematic Strategies
Florida
$203K +$196K +1,813 New
Jane Street
188
Jane Street
New York
$200K -$893K -8,237 -82%
AAM
189
Advisors Asset Management
Colorado
$200K -$16.7K -154 -8%
IUHSA
190
Itau Unibanco Holding S.A.
Brazil
$196K -$62.2K -574 -51%
FBT
191
First Bank & Trust
South Dakota
$179K -$10.2K -94 -6%
TRCT
192
Tower Research Capital (TRC)
New York
$167K +$119K +1,095 +274%
PAM
193
Panagora Asset Management
Massachusetts
$164K
FPFS
194
First Personal Financial Services
North Carolina
$113K +$22.5K +208 +26%
WT
195
Whittier Trust
California
$109K -$6.18K -57 -6%
US Bancorp
196
US Bancorp
Minnesota
$86K -$16.5K -152 -17%
LTFS
197
Ladenburg Thalmann Financial Services
Florida
$79K -$975 -9 -1%
EWM
198
Evercore Wealth Management
New York
$64K
AG
199
Advisor Group
Arizona
$52K +$26.8K +247 +118%
QI
200
QS Investors
New York
$45K