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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
AIL
201
AGF Investments LLC
Ontario, Canada
$44K -$5.42K -50 -12%
CCM
202
Cribstone Capital Management
Maine
$38K
CG
203
Cutler Group
California
$35K -$165K -1,527 -83%
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$32K
Bessemer Group
205
Bessemer Group
New Jersey
$30K
FHA
206
First Horizon Advisors
Tennessee
$22K
YWP
207
YorkBridge Wealth Partners
New York
$22K
PHK
208
Point72 Hong Kong
Hong Kong
$19K +$10.1K +93 +126%
WAM
209
Wealthspire Advisors (Maryland)
Maryland
$10K +$5.42K +50 +135%
GAM
210
Gemmer Asset Management
California
$8K
LNB
211
Ledyard National Bank
$7K
IA
212
IFP Advisors
Florida
$7K +$542 +5 +9%
WCBA
213
Weaver C. Barksdale & Associates
Tennessee
$7K +$542 +5 +9%
TCM
214
Tradewinds Capital Management
Washington
$5K
ASN
215
Advisory Services Network
Georgia
$4K
CHC
216
City Holding Co
West Virginia
$4K
QCG
217
Quadrant Capital Group
Ohio
$4K +$2.06K +19 +63%
ACM
218
Armbruster Capital Management
New York
$3K
CFD
219
Creative Financial Designs
Indiana
$1K
PCP
220
Proficio Capital Partners
Massachusetts
$1K
VCM
221
Versant Capital Management
Arizona
$1K
AC
222
Apertura Capital
Texas
-$6.21M -59,513 Closed
ESCM
223
Echo Street Capital Management
New York
-$5.9M -56,562 Closed
MWNA
224
Marshall Wace North America
New York
-$1.41M -13,572 Closed
SG Americas Securities
225
SG Americas Securities
New York
-$1.38M -13,196 Closed