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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 %
CC
951
Cipher Capital
New York
$2.14M +$2.14M +40,631 New
PC
952
Palo Capital
California
$2.13M -$249K -4,746 -10%
BRWA
953
B. Riley Wealth Advisors
Florida
$2.13M +$42.5K +808 +2%
SFM
954
Signature Financial Management
Virginia
$2.13M -$13K -247 -0.6%
DSC
955
Duncker Streett & Co
Missouri
$2.11M -$228K -4,335 -10%
AC
956
Addison Capital
Pennsylvania
$2.11M -$7.83K -149 -0.4%
GC
957
Gilbert & Cook
Iowa
$2.11M -$93.8K -1,784 -4%
CAM
958
Carret Asset Management
New York
$2.1M -$37.4K -712 -2%
RC
959
Roundview Capital
New Jersey
$2.09M -$1.02M -19,397 -33%
LFAS
960
Level Four Advisory Services
Texas
$2.09M -$159K -3,016 -7%
FHA
961
First Horizon Advisors
Tennessee
$2.08M -$75.7K -1,440 -4%
CRC
962
Curi RMB Capital
Illinois
$2.04M +$22K +418 +1%
CMTU
963
Capital Markets Trading (UK)
United Kingdom
$2.03M -$779K -14,828 -28%
PCTC
964
Perkins Coie Trust Company
Washington
$2.03M +$6.2K +118 +0.3%
MPWT
965
MassMutual Private Wealth & Trust
Connecticut
$2.02M +$54.5K +1,037 +3%
FC
966
Ferris Capital
Massachusetts
$2.02M -$25K -476 -1%
NCM
967
Northwest Capital Management
Oregon
$2.01M
DM
968
Delphi Management
Massachusetts
$1.99M -$54.4K -1,034 -3%
LAIC
969
Lederer & Associates Investment Counsel
California
$1.99M +$5.52K +105 +0.3%
MIM
970
Miller Investment Management
Pennsylvania
$1.99M
DLA
971
Douglas Lane & Associates
New York
$1.98M +$24.6K +468 +1%
NPT
972
Nixon Peabody Trust
Massachusetts
$1.97M +$155K +2,942 +8%
JIM
973
Jupiter Investment Management
United Kingdom
$1.97M
BG
974
Bollard Group
Massachusetts
$1.97M +$10.6K +202 +0.5%
RCAG
975
Rehmann Capital Advisory Group
Michigan
$1.96M +$117K +2,235 +6%