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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
PMFA
201
Plante Moran Financial Advisors
Michigan
$13K
S
202
SignatureFD
Georgia
$12K +$10.8K +121 +807%
LNB
203
Ledyard National Bank
$11K
HPBT
204
High Point Bank & Trust
North Carolina
$9K
MFS
205
MSI Financial Services
Massachusetts
$8K +$892 +10 +13%
BBHC
206
Brown Brothers Harriman & Co
New York
$8K +$8.38K +94 New
FQ
207
First Quadrant
California
$5K
FHA
208
First Horizon Advisors
Tennessee
$4K
WCBA
209
Weaver C. Barksdale & Associates
Tennessee
$4K
GAM
210
Gemmer Asset Management
California
$3K +$981 +11 +58%
CHC
211
City Holding Co
West Virginia
$3K +$2.85K +32 New
MWP
212
MYCIO Wealth Partners
Pennsylvania
$3K +$3.48K +39 New
Creative Planning
213
Creative Planning
Kansas
$2K
IA
214
IFP Advisors
Florida
$2K +$2.14K +24 +600%
VCM
215
Vigilant Capital Management
Maine
$2K +$2.23K +25 New
TSW
216
Thompson Siegel & Walmsley
Virginia
$2K +$2.41K +27 New
QCG
217
Quadrant Capital Group
Ohio
$2K +$2.68K +30 New
ZB
218
Zions Bancorporation
Utah
$1K -$2.23K -25 -63%
Citadel Advisors
219
Citadel Advisors
Florida
-$28.4M -340,659 Closed
Artisan Partners
220
Artisan Partners
Wisconsin
-$23.1M -276,956 Closed
Macquarie Group
221
Macquarie Group
Australia
-$2.19M -26,306 Closed
MRCP
222
Maple Rock Capital Partners
Ontario, Canada
-$1.25M -15,000 Closed
Susquehanna International Group
223
Susquehanna International Group
Pennsylvania
-$1.22M -13,644 Closed
NI
224
Numeric Investors
Massachusetts
-$559K -6,700 Closed
OAC
225
OMERS Administration Corp
Ontario, Canada
-$542K -6,500 Closed