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Wells Fargo

1,884 hedge funds and large institutions have $165B invested in Wells Fargo in 2016 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 763 increasing their positions, 820 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,884
Holders Change
-7
Holders Change %
-0.37%
% of All Funds
50.35%
Holding in Top 10
198
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-10.41%
% of All Funds
5.29%
New
127
Increased
763
Reduced
820
Closed
114
Calls
$1.54B
Puts
$2.34B
Net Calls
-$798M
Net Calls Change
-$424M
Name Holding Trade Value Shares
Change
Shares
Change %
DT
1576
Diversified Trust
Tennessee
$440K +$101K +2,273 +30%
NL
1577
NWAM LLC
Washington
$440K +$440K +9,941 New
ARMC
1578
American Research & Management Company
Massachusetts
$439K -$257K -5,422 Closed
SIG
1579
Schooner Investment Group
Pennsylvania
$438K -$219K -5,000 -33%
RIG
1580
Roosevelt Investment Group
New York
$437K -$24.3M -549,484 -98%
KPCM
1581
Kings Point Capital Management
New York
$436K -$641K -14,474 -60%
VHAM
1582
Van Hulzen Asset Management
California
$429K -$1.77M -39,896 -80%
HHGA
1583
Halbert Hargrove Global Advisors
California
$429K -$55.5K -1,255 -11%
JWA
1584
JFS Wealth Advisors
Pennsylvania
$426K -$468K -10,578 -52%
IIA
1585
IPG Investment Advisors
California
$424K +$44.6K +1,007 +12%
PCP
1586
Proficio Capital Partners
Massachusetts
$421K
EWM
1587
Evermay Wealth Management
Virginia
$421K +$9.24K +209 +2%
RA
1588
RFG Advisory
Alabama
$416K -$8.12K -186 -2%
CAW
1589
Cornerstone Advisors (Washington)
Washington
$415K -$14.6K -330 -3%
BAAM
1590
Baker Avenue Asset Management
California
$411K -$6.72M -151,771 -94%
SFM
1591
Systematic Financial Management
New Jersey
$409K -$15.9M -360,431 -97%
BFM
1592
Boothbay Fund Management
New York
$409K -$5.63K -127 -1%
GSBTD
1593
Glenview State Bank Trust Department
Illinois
$408K
ECM
1594
Ensemble Capital Management
California
$407K
AB
1595
Atlas Brown
Kentucky
$406K -$6.46K -146 -2%
MA
1596
Marshwinds Advisory
Georgia
$405K +$576 +13 +0.1%
William Blair Investment Management
1597
William Blair Investment Management
Illinois
$403K
NFGCM
1598
Norman Fields Gottscho Capital Management
New York
$401K -$37.6K -850 -9%
MVA
1599
Mount Vernon Associates
Maryland
$401K
WHRC
1600
W.H. Reaves & Co
New Jersey
$399K