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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 %
CTA
1701
Colonial Trust Advisors
South Carolina
$137K -$86.6K -1,579 -39%
BKA
1702
Brick & Kyle Associates
Pennsylvania
$137K +$137K +2,500 New
AWM
1703
AllSquare Wealth Management
New York
$130K +$130K +2,370 New
SC
1704
Saturna Capital
Washington
$127K
AC
1705
Alexandria Capital
Virginia
$127K +$55 +1 +0%
MMH
1706
Menora Mivtachim Holdings
Israel
$126K
WA
1707
Waverly Advisors
Alabama
$125K -$365K -6,683 -75%
ATC
1708
Adirondack Trust Company
New York
$117K +$7.4K +135 +7%
BAM
1709
Brave Asset Management
New Jersey
$114K
BCI
1710
Brinker Capital Investments
Pennsylvania
$113K -$3.29K -60 -3%
TCM
1711
TD Capital Management
Tennessee
$109K
IWC
1712
Integrated Wealth Counsel
California
$105K -$151K -2,755 -59%
TDC
1713
Thompson Davis & Co
Virginia
$104K -$7.8K -142 -7%
BOK
1714
Bank of Kentucky
Kentucky
$104K -$2.74K -50 -3%
ICM
1715
ICC Capital Management
Florida
$104K
LWM
1716
LBA Wealth Management
Florida
$100K
First Eagle Investment Management
1717
First Eagle Investment Management
New York
$99K
RGI
1718
River Global Investors
United Kingdom
$98K +$98K +1,805 New
CFA
1719
CT Financial Advisors
Pennsylvania
$97.7K +$97.7K +1,783 New
FPFS
1720
First Personal Financial Services
North Carolina
$96K +$96K +1,766 New
AAC
1721
Asset Advisors Corp
Georgia
$95K
GWA
1722
Genesis Wealth Advisors
Massachusetts
$90.8K +$90.8K +1,640 New
AFIA
1723
America First Investment Advisors
Nebraska
$88K
PIM
1724
Parasol Investment Management
Illinois
$88K
MCA
1725
Mercer Capital Advisers
New Jersey
$88K +$88K +1,615 New