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338 hedge funds and large institutions have $8.46B invested in WEX in 2018 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 131 increasing their positions, 104 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $30.9M | Put options by funds: $16.3M

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

26% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 104

5% more funds holding

Funds holding: 321338 (+17)

3% more capital invested

Capital invested by funds: $8.19B → $8.46B (+$270M)

2.11% less ownership

Funds ownership: 99.93%97.83% (-2.1%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
338
Holders Change
+17
Holders Change %
+5.3%
% of All Funds
7.73%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
50
Increased
131
Reduced
104
Closed
31
Calls
$30.9M
Puts
$16.3M
Net Calls
+$14.6M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
201
Shell Asset Management
Netherlands
$978K +$934K +4,869 New
CGH
202
Crossmark Global Holdings
Texas
$965K -$33.2K -173 -3%
BST
203
Bath Savings Trust
Maine
$965K -$4.79K -25 -0.5%
Wolverine Trading
204
Wolverine Trading
Illinois
$906K +$865K +4,511 New
UFF
205
USA Financial Formulas
Michigan
$887K -$139K -727 -14%
CANY
206
Caxton Associates (New York)
New York
$875K +$620K +3,234 +287%
PVH
207
Psagot Value Holdings
Israel
$819K +$345K +1,800 +79%
EWM
208
Evercore Wealth Management
New York
$804K +$768K +4,005 New
JMPWA
209
JP Morgan Private Wealth Advisors
California
$798K -$317K -1,655 -29%
IG
210
ING Group
Netherlands
$797K +$275K +1,434 +57%
Mackenzie Financial
211
Mackenzie Financial
Ontario, Canada
$789K +$753K +3,929 New
OAM
212
Oppenheimer Asset Management
New York
$771K -$38.2K -199 -5%
AQR Capital Management
213
AQR Capital Management
Connecticut
$770K +$15.5K +81 +2%
ProShare Advisors
214
ProShare Advisors
Maryland
$763K +$22.4K +117 +3%
First Manhattan
215
First Manhattan
New York
$682K
TRCT
216
Tower Research Capital (TRC)
New York
$673K +$573K +2,990 +826%
JCM
217
Janney Capital Management
Pennsylvania
$642K +$2.49K +13 +0.4%
HMS
218
Hanseatic Management Services
New Mexico
$631K +$584K +3,045 +3,107%
AAM
219
Advisors Asset Management
Colorado
$621K +$78.1K +407 +15%
PIA
220
Piedmont Investment Advisors
North Carolina
$602K -$1.15K -6 -0.2%
Nomura Holdings
221
Nomura Holdings
Japan
$599K +$575K +3,000 New
Two Sigma Investments
222
Two Sigma Investments
New York
$593K -$32.6M -170,194 -98%
SCM
223
Shelton Capital Management
Colorado
$582K
SSWM
224
Sheets Smith Wealth Management
North Carolina
$566K +$541K +2,819 New
CMBA
225
C.M. Bidwell & Associates
Hawaii
$560K -$101K -525 -16%