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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 %
LJAC
1301
L.J. Altfest & Co
New York
$957K -$30.1K -549 -3%
YIA
1302
YHB Investment Advisors
Connecticut
$955K +$60.2K +1,099 +7%
MJP
1303
Michael J. Puzo
$949K +$27.9K +510 +3%
DAM
1304
Doheny Asset Management
California
$949K +$658K +12,000 +226%
KFS
1305
Kurt F. Somerville
$942K +$564K +10,300 +149%
JC
1306
Jacobs & Co
California
$941K +$112K +2,050 +14%
WCM
1307
Windsor Capital Management
Arizona
$939K +$260K +4,747 +38%
Royal London Asset Management
1308
Royal London Asset Management
United Kingdom
$938K +$191K +345,510 +26%
Twin Tree Management
1309
Twin Tree Management
Texas
$936K +$936K +17,067 New
BIM
1310
Baldwin Investment Management
Pennsylvania
$934K
PVWM
1311
Point View Wealth Management
New Jersey
$932K -$39.1K -714 -4%
TAM
1312
Third Avenue Management
New York
$916K +$658K +12,002 +255%
MGIA
1313
Moneta Group Investment Advisors
Missouri
$914K -$67.5K -1,231 -7%
NAM
1314
NTV Asset Management
West Virginia
$912K +$7.45K +136 +0.8%
FBT
1315
Founders Bank & Trust
Michigan
$908K +$5.04K +92 +0.6%
HHGA
1316
Halbert Hargrove Global Advisors
California
$905K -$218K -3,970 -19%
TFA
1317
Transamerica Financial Advisors
Florida
$904K -$104K -1,900 -10%
MCM
1318
Millie Capital Management
California
$902K +$902K +16,454 New
PWAP
1319
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$896K +$8.5K +155 +1%
AIA
1320
AIMZ Investment Advisors
California
$894K +$894K +16,309 New
PWM
1321
Perigon Wealth Management
California
$892K +$4.66K +85 +0.5%
WC
1322
Whitnell & Co
Illinois
$891K +$110 +2 +0%
CCM
1323
Condor Capital Management
New Jersey
$889K -$15.1K -275 -2%
DD
1324
Dominick & Dominick
New York
$889K +$9.59K +175 +1%
JCM
1325
Janney Capital Management
Pennsylvania
$885K +$326K +5,953 +58%