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Wells Fargo

2,047 hedge funds and large institutions have $230B invested in Wells Fargo in 2017 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 633 increasing their positions, 941 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,047
Holders Change
+188
Holders Change %
+10.11%
% of All Funds
46.49%
Holding in Top 10
232
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+8.92%
% of All Funds
5.27%
New
279
Increased
633
Reduced
941
Closed
70
Calls
$3.5B
Puts
$3.85B
Net Calls
-$352M
Net Calls Change
+$334M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1426
Aries Wealth Management
Maine
$877K +$877K +13,660 New
Verition Fund Management
1427
Verition Fund Management
Connecticut
$877K +$877K +14,459 New
TH
1428
TCTC Holdings
Texas
$868K -$72.8K -1,200 -8%
FCIM
1429
Fairview Capital Investment Management
California
$866K -$16.3K -268 -2%
PT
1430
Plimoth Trust
Massachusetts
$863K +$863K +14,228 New
WCM
1431
Washington Capital Management
Washington
$855K -$97K -1,600 -10%
LCM
1432
Liberty Capital Management
Michigan
$852K -$106K -1,700 -11%
IC
1433
InterOcean Capital
Illinois
$849K +$41.9K +690 +5%
SFA
1434
Sequoia Financial Advisors
Ohio
$848K -$27.1K -446 -3%
WCWM
1435
Willow Creek Wealth Management
California
$842K -$17.2K -284 -2%
SMFS
1436
Squar Milner Financial Services
California
$841K +$841K +12,771 New
RIM
1437
Regent Investment Management
Kentucky
$840K -$50K -825 -6%
LCM
1438
Leisure Capital Management
California
$838K -$60.1K -990 -7%
DBRC
1439
D.B. Root & Company
Pennsylvania
$838K +$838K +13,808 New
PA
1440
Parallel Advisors
California
$835K +$48.9K +806 +6%
NAM
1441
Needelman Asset Management
California
$833K -$6.07K -100 -0.7%
WPA
1442
West Paces Advisors
Georgia
$832K -$35.2K -581 -4%
EIA
1443
Edgemoor Investment Advisors
Maryland
$830K -$66.1K -1,057 -7%
TL
1444
TrueWealth LLC
Georgia
$827K +$827K +13,630 New
SMG
1445
Spectrum Management Group
Indiana
$823K -$2.26M -37,209 -73%
AI
1446
Accredited Investors
Minnesota
$822K -$150K -2,474 -15%
SC
1447
Slow Capital
California
$822K +$822K +13,557 New
CC
1448
Claybrook Capital
Massachusetts
$819K +$819K +13,500 New
MCM
1449
Mainstay Capital Management
Michigan
$817K +$817K +13,467 New
TFO
1450
Tarbox Family Office
California
$815K +$152K +2,503 +23%