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Wells Fargo

1,967 hedge funds and large institutions have $191B invested in Wells Fargo in 2018 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 641 increasing their positions, 921 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,967
Holders Change
-5
Holders Change %
-0.25%
% of All Funds
45.04%
Holding in Top 10
133
Holding in Top 10 Change
-49
Holding in Top 10 Change %
-26.92%
% of All Funds
3.05%
New
106
Increased
641
Reduced
921
Closed
94
Calls
$2.04B
Puts
$3.15B
Net Calls
-$1.11B
Net Calls Change
-$119M
Name Holding Trade Value Shares
Change
Shares
Change %
BCP
926
Blue Chip Partners
Michigan
$2.31M -$512K -9,746 -18%
HWA
927
HCR Wealth Advisors
California
$2.31M -$232K -4,485 -9%
RIM
928
Rampart Investment Management
Connecticut
$2.31M +$841K +43,272 +57%
VAM
929
Visionary Asset Management
Texas
$2.3M -$60.1K -1,143 -3%
HCM
930
Hengehold Capital Management
Ohio
$2.3M +$31.6K +602 +1%
SAM
931
Sequent Asset Management
Texas
$2.3M -$8.46K -161 -0.4%
AL
932
Aspiriant LLC
California
$2.29M -$784K -14,907 -25%
SSW
933
Smith Shellnut Wilson
Mississippi
$2.27M +$2.27M +43,240 New
JIC
934
Johnson Investment Counsel
Ohio
$2.27M -$51.4K -978 -2%
IC
935
Investment Counsel
Michigan
$2.24M -$119K -2,284 -5%
NCM
936
Neumann Capital Management
California
$2.23M +$63.6K +1,210 +3%
CCT
937
Country Club Trust
Missouri
$2.22M -$61.2K -1,165 -3%
CF
938
CNA Financial
Illinois
$2.22M
HCC
939
Hirtle Callaghan & Co
Pennsylvania
$2.21M
SACTSONJ
940
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.21M
NB
941
Nicolet Bankshares
Wisconsin
$2.21M -$35.4K -673 -2%
MBTD
942
Mechanics Bank - Trust Department
California
$2.2M -$426K -8,093 -16%
WP
943
WealthPLAN Partners
Nebraska
$2.18M -$7.83K -149 -0.4%
ICOM
944
Investment Counselors of Maryland
Maryland
$2.18M -$21K -400 -1%
BFA
945
Bragg Financial Advisors
North Carolina
$2.18M -$423K -8,044 -16%
BIA
946
BMT Investment Advisors
Pennsylvania
$2.18M +$78.8K +1,500 +4%
SCM
947
Sterneck Capital Management
Missouri
$2.17M -$226K -4,295 -9%
ASN
948
Advisory Services Network
Georgia
$2.17M -$411K -7,818 -16%
FP
949
Factorial Partners
New York
$2.16M +$394K +7,500 +22%
SYBT
950
Stock Yards Bank & Trust
Kentucky
$2.16M +$11.6K +221 +0.5%