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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 %
HAI
826
Hennessy Advisors Inc
California
$4.66M
SAM
827
Smithbridge Asset Management
Pennsylvania
$4.58M +$5.48K +100 +0.1%
COI
828
Connable Office Inc
Michigan
$4.57M -$133K -2,429 -3%
PTC
829
Private Trust Company
Ohio
$4.57M +$946K +17,261 +26%
ST
830
Spinnaker Trust
Maine
$4.56M +$192K +3,511 +4%
AA
831
Ancora Advisors
Ohio
$4.55M -$992K -18,094 -18%
CIM
832
CenturyLink Investment Management
Colorado
$4.53M +$174K +3,181 +4%
FAM
833
Fred Alger Management
New York
$4.49M -$24.1K -439 -0.5%
GCIA
834
Gabelli & Co Investment Advisers
New York
$4.48M
BFA
835
Bragg Financial Advisors
North Carolina
$4.48M -$95.8K -1,747 -2%
Envestnet Asset Management
836
Envestnet Asset Management
Illinois
$4.46M -$1.03M -18,717 -19%
CSM
837
Central Square Management
Illinois
$4.45M -$439K -8,000 -9%
MCM
838
Monarch Capital Management
Indiana
$4.45M -$38.4K -700 -0.9%
EFS
839
Essex Financial Services
Connecticut
$4.45M +$500K +9,125 +13%
AHC
840
Adell Harriman & Carpenter
Texas
$4.4M +$107K +1,959 +2%
ECM
841
Everence Capital Management
Indiana
$4.39M +$506K +9,234 +13%
RWM
842
RKL Wealth Management
Pennsylvania
$4.36M +$240K +4,378 +6%
PTB
843
Pioneer Trust Bank
Oregon
$4.35M +$11.5K +210 +0.3%
MPWT
844
MassMutual Private Wealth & Trust
Connecticut
$4.34M -$2.12M -38,699 -33%
VV
845
Verity & Verity
South Carolina
$4.33M -$40.2K -733 -0.9%
PFP
846
Pinnacle Financial Partners
Tennessee
$4.31M +$98.3K +1,794 +2%
ECM
847
Exchange Capital Management
Michigan
$4.26M +$82.6K +1,507 +2%
SG
848
Somerset Group
Minnesota
$4.24M -$38.9K -710 -0.9%
UF
849
Univest Financial
Pennsylvania
$4.24M +$45.3K +827 +1%
BFG
850
Beacon Financial Group
Texas
$4.2M +$198K +3,569 +5%