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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 %
SIC
1626
Shoker Investment Counsel
Ohio
$487K +$487K +8,037 New
CPIG
1627
Chicago Partners Investment Group
Illinois
$486K -$373K -6,143 -43%
RA
1628
RFG Advisory
Alabama
$486K -$26.1K -423 -5%
ICM
1629
Ionic Capital Management
New York
$485K +$485K +8,000 New
BC
1630
Blueport Capital
Texas
$482K +$3.76K +62 +0.8%
ATFA
1631
All Terrain Financial Advisors
Minnesota
$480K +$480K +7,919 New
LWM
1632
Lyell Wealth Management
California
$479K -$19.7K -325 -4%
GFP
1633
Gryphon Financial Partners
Ohio
$479K +$479K +7,897 New
SWM
1634
Segment Wealth Management
Texas
$477K +$11K +182 +2%
OPWM
1635
Oak Point Wealth Management
Michigan
$467K +$467K +7,657 New
PHAM
1636
Palisades Hudson Asset Management
Florida
$465K
PHS
1637
Pekin Hardy Strauss
Illinois
$465K +$8.19K +135 +2%
RPAM
1638
Rhenman & Partners Asset Management
Sweden
$463K -$61.7K -1,018 -12%
RIG
1639
Renaissance Investment Group
Massachusetts
$462K -$30.1K -497 -6%
AB
1640
AT Bancorp
Iowa
$462K +$2.25K +37 +0.5%
I2I
1641
Insight 2811 Inc
Illinois
$461K -$14.6K -241 -3%
MIH
1642
Meitav Investment House
Israel
$461K +$461K +7,590 New
GWS
1643
Glassman Wealth Services
Virginia
$460K +$5.46K +90 +1%
BIA
1644
BHK Investment Advisors
Alabama
$460K +$460K +7,575 New
OKSA
1645
O'Keefe Stevens Advisory
New York
$454K
EM
1646
Excalibur Management
Massachusetts
$454K +$31.2K +514 +7%
FAN
1647
Financial Advisors Network
California
$451K -$31.6K -521 -7%
PLFAM
1648
Pineno Levin & Ford Asset Management
Virginia
$451K
MHS
1649
M Holdings Securities
Oregon
$449K -$362K -5,960 -45%
DDPIC
1650
Deroy & Devereaux Private Investment Counsel
Michigan
$449K