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Wells Fargo

1,764 hedge funds and large institutions have $216B invested in Wells Fargo in 2015 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 733 increasing their positions, 711 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,764
Holders Change
-22
Holders Change %
-1.23%
% of All Funds
47.05%
Holding in Top 10
343
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-4.99%
% of All Funds
9.15%
New
81
Increased
733
Reduced
711
Closed
84
Calls
$1.18B
Puts
$1.6B
Net Calls
-$417M
Net Calls Change
+$320M
Name Holding Trade Value Shares
Change
Shares
Change %
WOC
1051
West Oak Capital
California
$2.02M -$162K -2,971 -7%
CG
1052
Clinton Group
New York
$2.02M +$28.9K +532 +1%
SCM
1053
SOL Capital Management
Maryland
$2.01M +$36.7K +675 +2%
BCFS
1054
Butensky & Cohen Financial Security
Florida
$2.01M +$7.62K +140 +0.4%
CCA
1055
Checchi Capital Advisers
California
$2.01M +$50.6K +930 +3%
HCP
1056
Holt Capital Partners
Texas
$2M -$34K -625 -2%
WP
1057
WealthPLAN Partners
Nebraska
$1.99M +$1.99M +36,551 New
CIM
1058
CIM Investment Management
Pennsylvania
$1.98M -$982K -18,059 -33%
FMT
1059
First Mercantile Trust
Tennessee
$1.97M +$118K +2,164 +6%
GHA
1060
Garcia Hamilton & Associates
Texas
$1.97M -$554K -10,173 -22%
PJSIMP
1061
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.96M +$70.4K +1,294 +4%
SGAM
1062
Steinberg Global Asset Management
Florida
$1.94M -$50.4K -927 -3%
JGGDR
1063
JGP Global Gestao de Recursos
Brazil
$1.94M +$1.94M +35,616 New
MC
1064
Miles Capital
Iowa
$1.94M -$89.1K -1,637 -4%
SFT
1065
Simmons First Trust
Arkansas
$1.94M +$113K +2,074 +6%
AWM
1066
Avior Wealth Management
Nebraska
$1.93M +$17.7K +326 +0.9%
HRIA
1067
Haberer Registered Investment Advisor
Ohio
$1.91M +$652K +11,986 +52%
AGM
1068
Alpine Global Management
New York
$1.91M -$3.83M -70,320 -67%
TBA
1069
Tower Bridge Advisors
Pennsylvania
$1.89M +$105K +1,924 +6%
PHIMC
1070
Private Harbour Investment Management & Counsel
Ohio
$1.88M -$16.6K -305 -0.9%
LNC
1071
Lincoln National Corp
Pennsylvania
$1.87M +$106K +1,943 +6%
B
1072
BancorpSouth
Mississippi
$1.87M +$268K +4,921 +17%
SFM
1073
Signature Financial Management
Virginia
$1.87M +$401K +7,358 +27%
BAS
1074
Brown Advisory Securities
Maryland
$1.86M -$127K -2,344 -6%
PWW
1075
Pettyjohn Wood & White
Virginia
$1.86M +$109K +2,006 +6%