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341 hedge funds and large institutions have $8.98B invested in WEX in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 121 increasing their positions, 113 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $53.3M | Put options by funds: $38.6M

23% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 40

9% more capital invested

Capital invested by funds: $8.21B → $8.98B (+$764M)

7% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 113

1% more funds holding

Funds holding: 338341 (+3)

0.63% more ownership

Funds ownership: 99.15%99.78% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
341
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
7.41%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
49
Increased
121
Reduced
113
Closed
40
Calls
$53.3M
Puts
$38.6M
Net Calls
+$14.7M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
201
Balyasny Asset Management
Illinois
$838K +$810K +4,025 New
OAM
202
Oppenheimer Asset Management
New York
$824K +$2.62K +13 +0.3%
CCIA
203
Campbell & Co Investment Adviser
Maryland
$815K +$788K +3,916 New
Millennium Management
204
Millennium Management
New York
$811K -$160K -796 -17%
DCM
205
Dupont Capital Management
Delaware
$808K -$2.19M -10,861 -74%
HSBC Holdings
206
HSBC Holdings
United Kingdom
$785K +$195K +967 +34%
QC
207
Quadrature Capital
United Kingdom
$769K +$149K +738 +25%
ProShare Advisors
208
ProShare Advisors
Maryland
$758K -$26.2K -130 -3%
TC
209
TownSquare Capital
Utah
$747K +$744K +3,697 New
FMT
210
First Mercantile Trust
Tennessee
$731K -$118K -586 -14%
CANY
211
Caxton Associates (New York)
New York
$716K +$692K +3,438 New
AQR Capital Management
212
AQR Capital Management
Connecticut
$709K -$724K -3,600 -51%
First Manhattan
213
First Manhattan
New York
$707K
EWM
214
Evercore Wealth Management
New York
$691K -$2.01K -10 -0.3%
BTS
215
BB&T Securities
Virginia
$675K +$13.5K +67 +2%
TAM
216
Tocqueville Asset Management
New York
$661K +$236K +1,175 +59%
WT
217
Whittier Trust
California
$639K
PP
218
Paloma Partners
Connecticut
$637K +$616K +3,062 New
BTW
219
Boston Trust Walden
Massachusetts
$630K +$176K +875 +41%
JCM
220
Janney Capital Management
Pennsylvania
$626K +$59K +293 +11%
SCM
221
Shelton Capital Management
Colorado
$603K +$472K +2,343 +421%
CB
222
Commerce Bank
Missouri
$588K +$186K +924 +49%
IG
223
ING Group
Netherlands
$586K +$4.83K +24 +0.9%
Susquehanna International Group
224
Susquehanna International Group
Pennsylvania
$584K +$565K +2,807 New
CIBC World Market
225
CIBC World Market
Ontario, Canada
$580K +$561K +2,789 New