We are live on ! Find out more

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
Creative Planning
201
Creative Planning
Kansas
$2K
N
202
Nuveen
North Carolina
$1.3K
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$1K -$7.23K -100 -93%
GAM
204
Gemmer Asset Management
California
$1K -$4.63K -64 -77%
IA
205
IFP Advisors
Florida
$1K -$1.45K -20 -83%
S
206
SignatureFD
Georgia
$1K +$1.08K +15 New
PCM
207
Penserra Capital Management
California
$184 +$2.82K +39 +2%
CWAM
208
Columbia Wanger Asset Management
Illinois
-$70.1M -793,216 Closed
Capital World Investors
209
Capital World Investors
California
-$53M -600,000 Closed
Renaissance Technologies
210
Renaissance Technologies
New York
-$13.7M -155,300 Closed
TIM
211
Thornburg Investment Management
New Mexico
-$12.7M -144,133 Closed
Mawer Investment Management
212
Mawer Investment Management
Alberta, Canada
-$12.4M -140,318 Closed
HHC
213
Hutchin Hill Capital
New York
-$5.69M -64,387 Closed
Arrowstreet Capital
214
Arrowstreet Capital
Massachusetts
-$4.74M -53,600 Closed
NC
215
Nicholas Company
Wisconsin
-$4.67M -52,855 Closed
American Century Companies
216
American Century Companies
Missouri
-$3.77M -42,705 Closed
EAM
217
EverPoint Asset Management
Connecticut
-$3.51M -39,670 Closed
Millennium Management
218
Millennium Management
New York
-$1.88M -21,233 Closed
ESCM
219
Echo Street Capital Management
New York
-$918K -10,388 Closed
BOC
220
Barbara Oil Co
Illinois
-$884K -10,000 Closed
SCM
221
Stevens Capital Management
Pennsylvania
-$829K -9,382 Closed
WCA
222
Waratah Capital Advisors
Ontario, Canada
-$530K -6,000 Closed
LA
223
Lucus Advisors
New York
-$454K -5,137 Closed
M&T Bank
224
M&T Bank
New York
-$384K -4,354 Closed
GAM
225
Gotham Asset Management
New York
-$340K -3,848 Closed