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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 %
GCA
601
Guardian Capital Advisors
Ontario, Canada
$10.3M -$316K -5,220 -3%
FA
602
FDx Advisors
Illinois
$10.3M +$674K +12,294 +7%
SCM
603
Shelton Capital Management
Colorado
$10.3M +$3.01M +54,882 +41%
QI
604
Quotient Investors
New York
$10.3M -$154K -2,818 -1%
BWP
605
Baldwin Wealth Partners
Massachusetts
$10.2M -$83.3K -1,519 -0.8%
ACM
606
Apex Capital Management
Ohio
$10.2M -$9.54K -174 -0.1%
UCFA
607
United Capital Financial Advisors
Texas
$10.1M +$1.59M +28,997 +19%
TTWM
608
TCV Trust & Wealth Management
Virginia
$10.1M -$16.9K -309 -0.2%
MLL
609
Moody Lynn & Lieberson
Massachusetts
$10.1M -$5.26M -95,884 -34%
ACM
610
Azimuth Capital Management
Michigan
$10M +$359K +6,540 +4%
PR
611
Payden & Rygel
California
$9.87M +$2.26M +41,200 +30%
SIG
612
Schaller Investment Group
North Carolina
$9.83M -$206K -3,750 -2%
NB
613
NBT Bank
New York
$9.79M +$46.2K +843 +0.5%
MC
614
Middleton & Co
Massachusetts
$9.75M +$56.8K +1,037 +0.6%
PP
615
Patten & Patten
Tennessee
$9.67M +$136K +2,479 +1%
BII
616
Bainco International Investors
Massachusetts
$9.64M +$112K +2,043 +1%
Capital Fund Management (CFM)
617
Capital Fund Management (CFM)
France
$9.6M -$3.21M -58,631 -25%
BONST
618
Bank of Nova Scotia Trust
Ontario, Canada
$9.54M +$139K +2,529 +1%
BIM
619
Bridges Investment Management
Nebraska
$9.54M +$293K +5,348 +3%
MYLI
620
Meiji Yasuda Life Insurance
Japan
$9.52M -$53.7K -980 -0.6%
GIM
621
Gyrus Investment Management
Ontario, Canada
$9.5M +$43.9K +800 +0.5%
CW
622
Cobiz Wealth
Colorado
$9.48M -$134K -2,442 -1%
Truist Financial
623
Truist Financial
North Carolina
$9.44M -$31.1K -567 -0.3%
MCM
624
McRae Capital Management
New Jersey
$9.42M -$90.5K -1,650 -1%
FBC
625
Fairfield, Bush & Co
Connecticut
$9.42M -$293K -5,343 -3%