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Wells Fargo

1,825 hedge funds and large institutions have $221B invested in Wells Fargo in 2015 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 746 increasing their positions, 718 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,825
Holders Change
+61
Holders Change %
+3.46%
% of All Funds
49.22%
Holding in Top 10
385
Holding in Top 10 Change
+42
Holding in Top 10 Change %
+12.24%
% of All Funds
10.38%
New
119
Increased
746
Reduced
718
Closed
42
Calls
$1.31B
Puts
$1.64B
Net Calls
-$330M
Net Calls Change
+$86.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SIM
476
Sentry Investment Management
Wisconsin
$18.3M -$1.3M -23,063 -7%
SIP
477
Stoneridge Investment Partners
Pennsylvania
$18.2M -$1.37M -24,321 -7%
FDCC
478
Foster Dykema Cabot & Co
Massachusetts
$18.1M -$2.71M -48,240 -13%
CWP
479
Capital Wealth Planning
Florida
$17.9M -$636K -11,306 -3%
ECM
480
Estabrook Capital Management
New York
$17.9M -$957K -17,024 -5%
NG
481
NatWest Group
United Kingdom
$17.8M -$49.8K -885 -0.3%
KRS
482
Kentucky Retirement Systems
Kentucky
$17.8M +$33.3K +592 +0.2%
CI
483
Cooper Investors
Australia
$17.7M +$17.7M +314,514 New
V
484
Veritable
Delaware
$17.5M -$4.66M -82,941 -21%
Carson Wealth (CWM LLC)
485
Carson Wealth (CWM LLC)
Nebraska
$17.3M +$1.54M +27,321 +10%
BAM
486
Berkshire Asset Management
Pennsylvania
$17.3M -$252K -4,477 -1%
SC
487
Spindletop Capital
New York
$17.2M
CCM
488
Cadence Capital Management
Massachusetts
$17.1M +$1.73M +30,833 +11%
Creative Planning
489
Creative Planning
Kansas
$17.1M +$1.17M +20,779 +7%
MI
490
Markston International
New York
$17.1M -$2.67M -47,554 -14%
CTA
491
Chesley Taft & Associates
Illinois
$17M +$6.97M +123,898 +69%
QI
492
Quotient Investors
New York
$17M +$67.5K +1,200 +0.4%
CCM
493
Covington Capital Management
California
$16.9M +$213K +3,794 +1%
MCTIC
494
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$16.8M +$443K +7,877 +3%
CII
495
Capital International Inc
California
$16.7M -$214K -3,800 -1%
GG
496
Gofen & Glossberg
Illinois
$16.7M +$1.17M +20,797 +8%
KWILP
497
Kiwi Wealth Investments Limited Partnership
New Zealand
$16.6M -$706K -12,560 -4%
EDRH
498
Edmond de Rothschild Holding
Switzerland
$16.6M +$16.6M +294,516 New
TB
499
Terril Brothers
Missouri
$16.3M -$220K -3,900 -1%
UAM
500
UAS Asset Management
New York
$16.3M +$412K +7,320 +3%