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Wells Fargo

2,047 hedge funds and large institutions have $230B invested in Wells Fargo in 2017 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 633 increasing their positions, 941 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,047
Holders Change
+188
Holders Change %
+10.11%
% of All Funds
46.49%
Holding in Top 10
232
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+8.92%
% of All Funds
5.27%
New
279
Increased
633
Reduced
941
Closed
70
Calls
$3.5B
Puts
$3.85B
Net Calls
-$352M
Net Calls Change
+$334M
Name Holding Trade Value Shares
Change
Shares
Change %
BPM
751
Bowling Portfolio Management
Ohio
$5.66M -$44.9K -740 -0.8%
TRCT
752
Tower Research Capital (TRC)
New York
$5.63M +$5.59M +92,160 +13,613%
QOP
753
Quinn Opportunity Partners
Virginia
$5.58M +$1.49M +24,500 +36%
LDB
754
Lee, Danner & Bass
Tennessee
$5.48M -$24.3K -400 -0.4%
WIC
755
Woodmont Investment Counsel
Tennessee
$5.48M +$12K +197 +0.2%
KS
756
Karpas Strategies
Connecticut
$5.48M -$22.9K -377 -0.4%
SIC
757
Salem Investment Counselors
North Carolina
$5.48M +$5.48M +90,281 New
HBT
758
Hills Bank & Trust
Iowa
$5.45M -$54.2K -893 -1%
MBI
759
Montrusco Bolton Investments
Quebec, Canada
$5.35M -$1.03M -16,952 -16%
IR
760
IAT Reinsurance
New York
$5.34M
Carson Wealth (CWM LLC)
761
Carson Wealth (CWM LLC)
Nebraska
$5.32M +$48.7K +803 +0.9%
Connor, Clark & Lunn Investment Management (CC&L)
762
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.31M +$1.95M +32,125 +58%
VFA
763
Valeo Financial Advisors
Indiana
$5.28M +$948K +15,631 +22%
KPCM
764
Kings Point Capital Management
New York
$5.24M +$117K +1,924 +2%
SWP
765
Stratos Wealth Partners
Ohio
$5.23M -$911K -15,022 -15%
PC
766
Pecaut & Co
Iowa
$5.21M +$63.7K +1,050 +1%
CWM
767
Concentric Wealth Management
California
$5.21M +$5.52K +91 +0.1%
TCOT
768
Trust Company of Toledo
Ohio
$5.2M -$213K -3,503 -4%
LW
769
Linscomb Wealth
Texas
$5.2M +$345K +5,685 +7%
PA
770
Pinnacle Associates
New York
$5.19M -$90.6K -1,493 -2%
SWM
771
SVA Wealth Management
Wisconsin
$5.18M -$205K -3,384 -4%
WTB
772
Washington Trust Bank
Washington
$5.17M -$131K -2,158 -2%
FWM
773
Frontier Wealth Management
Missouri
$5.16M -$910K -14,995 -15%
Mariner
774
Mariner
Kansas
$5.13M -$862K -14,206 -14%
LA
775
LVW Advisors
New York
$5.11M +$563K +9,286 +12%