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WesBanco

188 hedge funds and large institutions have $811M invested in WesBanco in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 51 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $305K | Put options by funds: $110K

43% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 51

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

1% more funds holding

Funds holding: 187188 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.55% less ownership

Funds ownership: 62.03%59.48% (-2.5%)

18% less capital invested

Capital invested by funds: $988M → $811M (-$178M)

Holders
188
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
73
Reduced
51
Closed
32
Calls
$305K
Puts
$110K
Net Calls
+$195K
Net Calls Change
+$195K
Name Holding Trade Value Shares
Change
Change in
Stake
PHK
151
Point72 Hong Kong
Hong Kong
$62K +$66.6K +3,042 New
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$51K +$20.7K +945 +61%
AssetMark Inc
153
AssetMark Inc
California
$49K
AA
154
Ancora Advisors
Ohio
$48K +$350 +16 +0.7%
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$45K +$50.2K +2,294 New
LMAM
156
Legg Mason Asset Management
Japan
$39K +$41.1K +1,879 New
PAG
157
Private Advisor Group
New Jersey
$37K +$39.4K +1,799 New
FWM
158
Filbrandt Wealth Management
Wisconsin
$32K -$5.45K -249 -14%
DOA
159
D'Orazio & Associates
Virginia
$31K
VFA
160
Valeo Financial Advisors
Indiana
$31K
Ohio Public Employees Retirement System (OPERS)
161
Ohio Public Employees Retirement System (OPERS)
Ohio
$31K +$3.96K +181 +13%
CFD
162
Creative Financial Designs
Indiana
$27K +$29K +1,326 New
SAM
163
Shell Asset Management
Netherlands
$27K +$29.1K +1,328 New
BFIM
164
Beese Fulmer Investment Management
Ohio
$24K +$26.3K +1,200 New
MA
165
MCF Advisors
Kentucky
$19K
PA
166
Parallel Advisors
California
$19K +$3.28K +150 +19%
PP
167
PrairieView Partners
Minnesota
$17K
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$17K +$5.47K +250 +43%
GT
169
Glenmede Trust
Pennsylvania
$15K
GWM
170
Geneos Wealth Management
Colorado
$15K +$241 +11 +1%
BBA
171
Braun-Bostich & Associates
Pennsylvania
$14K
GRP
172
Global Retirement Partners
California
$13K +$3.79K +173 +35%
CHA
173
Carmichael Hill & Associates
Maryland
$11K +$8.75K +400 +252%
BCWM
174
Bartlett & Co Wealth Management
Ohio
$10.2K
BC
175
Bartlett & Co
Ohio
$10K