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WesBanco

190 hedge funds and large institutions have $1.18B invested in WesBanco in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more capital invested

Capital invested by funds: $859M → $1.18B (+$319M)

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

2% more funds holding

Funds holding: 186190 (+4)

6% less call options, than puts

Call options by funds: $222K | Put options by funds: $237K

8% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 62

1.53% less ownership

Funds ownership: 60.31%58.78% (-1.5%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
190
Holders Change
+4
Holders Change %
+2.15%
% of All Funds
3.36%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
57
Reduced
62
Closed
21
Calls
$222K
Puts
$237K
Net Calls
-$15K
Net Calls Change
+$243K
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
151
AssetMark Inc
California
$66K -$5.94K -220 -9%
Ohio Public Employees Retirement System (OPERS)
152
Ohio Public Employees Retirement System (OPERS)
Ohio
$55K +$2.78K +103 +6%
ASN
153
Advisory Services Network
Georgia
$52K -$3.78K -140 -7%
CWP
154
Concord Wealth Partners
Virginia
$52K +$47.1K +1,745 New
FWM
155
Filbrandt Wealth Management
Wisconsin
$47K
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$47K
DOA
157
D'Orazio & Associates
Virginia
$46K
HIA
158
Harbor Investment Advisory
Maryland
$44K +$12.4K +460 +46%
CFD
159
Creative Financial Designs
Indiana
$40K
SAM
160
Shell Asset Management
Netherlands
$40K
AA
161
Ancora Advisors
Ohio
$35K -$32.7K -1,212 -51%
GWM
162
Geneos Wealth Management
Colorado
$29K
MA
163
MCF Advisors
Kentucky
$29K
Barrow, Hanley, Mewhinney & Strauss
164
Barrow, Hanley, Mewhinney & Strauss
Texas
$28K -$41.4K -1,535 -62%
GRP
165
Global Retirement Partners
California
$21K +$1.08K +40 +6%
S
166
SignatureFD
Georgia
$19K +$3.56K +132 +26%
PP
167
PrairieView Partners
Minnesota
$17K -$7.42K -275 -32%
CHA
168
Carmichael Hill & Associates
Maryland
$17K
BC
169
Bartlett & Co
Ohio
$15K
BCWM
170
Bartlett & Co Wealth Management
Ohio
$15K
BCA
171
Berman Capital Advisors
Georgia
$9K
AF
172
Allworth Financial
California
$8K
CFA
173
Carroll Financial Associates
North Carolina
$7K
GWS
174
Glassman Wealth Services
Virginia
$7K
QCG
175
Quadrant Capital Group
Ohio
$5K +$1.19K +44 +39%