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Wells Fargo

2,012 hedge funds and large institutions have $166B invested in Wells Fargo in 2019 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 740 increasing their positions, 889 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,012
Holders Change
+10
Holders Change %
+0.5%
% of All Funds
43.62%
Holding in Top 10
119
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-16.2%
% of All Funds
2.58%
New
139
Increased
740
Reduced
889
Closed
104
Calls
$1.87B
Puts
$2.12B
Net Calls
-$252M
Net Calls Change
+$297M
Name Holding Trade Value Shares
Change
Shares
Change %
CC
751
ClearArc Capital
Ohio
$3.31M +$67K +1,387 +2%
CIP
752
Convergence Investment Partners
Florida
$3.31M +$2.81M +58,262 +565%
VF
753
Vilas Fund
Illinois
$3.3M +$879K +18,200 +36%
BOH
754
Bank of Hawaii
Hawaii
$3.29M -$65.5K -1,355 -2%
UTC
755
Unified Trust Company
Kentucky
$3.29M +$788K +16,315 +32%
FMWA
756
Forvis Mazars Wealth Advisors
Missouri
$3.25M +$1.76M +36,372 +118%
SAMC
757
Spectrum Asset Management (California)
California
$3.24M +$168K +3,475 +5%
MPIA
758
Mountain Pacific Investment Advisers
Idaho
$3.24M -$76.5K -1,584 -2%
FM
759
Foster & Motley
Ohio
$3.23M -$306K -6,329 -9%
JIC
760
Joel Isaacson & Co
New York
$3.22M +$1.38M +28,560 +75%
WJA
761
Williams Jones & Associates
New York
$3.18M -$182K -3,766 -5%
HW
762
Hancock Whitney
Mississippi
$3.17M -$53.7K -1,111 -2%
SWP
763
Stratos Wealth Partners
Ohio
$3.15M -$88.5K -1,832 -3%
MPM
764
Meritage Portfolio Management
Kansas
$3.12M +$47.1K +975 +2%
AC
765
Alexandria Capital
Virginia
$3.12M +$6.04K +125 +0.2%
DP
766
DDD Partners
Washington
$3.11M +$132K +2,728 +4%
BCM
767
Buckhead Capital Management
Georgia
$3.1M -$5.36K -111 -0.2%
SJL
768
Shayne & Jacobs LLC
Tennessee
$3.1M +$17.3K +359 +0.6%
WAOTB
769
Wealth Advisors of Tampa Bay
Florida
$3.09M -$114K -2,355 -4%
CG
770
Colony Group
Massachusetts
$3.08M +$507K +10,495 +20%
CHC
771
City Holding Co
West Virginia
$3.08M +$31.9K +661 +1%
PAM
772
Paradigm Asset Management
New York
$3.05M -$155K -3,200 -5%
RIM
773
Rampart Investment Management
Connecticut
$3.04M +$1.04M +21,539 +52%
BPM
774
Bowling Portfolio Management
Ohio
$3.04M -$259K -5,357 -8%
VNA
775
Valley National Advisers
Pennsylvania
$3.03M -$78.4K -1,623 -3%