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Wells Fargo

1,786 hedge funds and large institutions have $218B invested in Wells Fargo in 2014 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 647 increasing their positions, 728 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,786
Holders Change
+115
Holders Change %
+6.88%
% of All Funds
47.66%
Holding in Top 10
361
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+5.87%
% of All Funds
9.63%
New
189
Increased
647
Reduced
728
Closed
54
Calls
$1.42B
Puts
$2.15B
Net Calls
-$737M
Net Calls Change
-$205M
Name Holding Trade Value Shares
Change
Shares
Change %
TIP
526
Torray Investment Partners
Maryland
$14.2M -$4.73M -86,286 -25%
SLI
527
Sumitomo Life Insurance
Japan
$14.2M -$800K -14,592 -5%
WA
528
Wasatch Advisors
Utah
$14.2M -$1.26M -23,063 -8%
BB
529
Busey Bank
Illinois
$14.1M +$27.8K +507 +0.2%
DnB Asset Management
530
DnB Asset Management
Norway
$14.1M +$1.61M +29,430 +13%
WJA
531
Williams Jones & Associates
New York
$14.1M +$1.14M +20,876 +9%
Carson Wealth (CWM LLC)
532
Carson Wealth (CWM LLC)
Nebraska
$14M +$753K +13,730 +6%
UFG
533
United Fire Group
Iowa
$14M
Creative Planning
534
Creative Planning
Kansas
$13.9M +$2.14M +38,984 +18%
NPPM
535
North Point Portfolio Managers
Ohio
$13.9M +$29K +529 +0.2%
GIM
536
Greystone Investment Management
Ohio
$13.8M -$52.9K -965 -0.4%
WIC
537
Willis Investment Counsel
Georgia
$13.7M +$5.67M +103,500 +70%
QAM
538
QCI Asset Management
New York
$13.5M -$224K -4,089 -2%
CA
539
CapWealth Advisors
Tennessee
$13.5M +$1.02M +18,517 +8%
VWM
540
Valley Wealth Managers
New Jersey
$13.5M +$187K +3,413 +1%
RT
541
Rockland Trust
Massachusetts
$13.4M -$195K -3,555 -1%
DIA
542
Davidson Investment Advisors
Montana
$13.4M -$25.1M -457,835 -65%
CCM
543
Chilton Capital Management
Texas
$13.4M -$471K -8,595 -3%
SFM
544
Stack Financial Management
Montana
$13.3M +$6.3K +115 +0%
AC
545
Avenir Corporation
Virginia
$13.3M -$144K -2,630 -1%
DSI
546
Daiwa SB Investments
Japan
$13.2M -$4.26M -77,638 -24%
PCI
547
Pacifica Capital Investments
Texas
$13.2M -$2.42M -44,215 -16%
TIAAOA
548
Teachers Insurance & Annuity Association of America
New York
$13.2M +$13.2M +240,000 New
PDN
549
Pensionfund DSM Netherlands
Netherlands
$13M
NLI
550
Nippon Life Insurance
Japan
$13M +$151K +2,751 +1%