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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 %
SHJ
1701
Sharkey, Howes & Javer
Colorado
$264K +$1.95K +44 +0.7%
MCM
1702
MV Capital Management
Maryland
$262K -$88.8K -2,010 -25%
RP
1703
Rowlandmiller & Partners
Georgia
$262K -$21.3K -480 -8%
LFR
1704
Lehman Financial Resources
Pennsylvania
$261K +$133 +3 +0.1%
FAG
1705
Financial Advisory Group
Texas
$261K +$16.9K +382 +7%
CYG
1706
Clean Yield Group
Vermont
$259K
EM
1707
Excalibur Management
Massachusetts
$258K -$188K -4,239 -42%
MIP
1708
Marietta Investment Partners
Wisconsin
$257K
PGA
1709
Portland Global Advisors
Maine
$256K
SIM
1710
Sigma Investment Management
Oregon
$256K
BFA
1711
Beaumont Financial Advisors
Massachusetts
$256K
BJ
1712
Brouwer & Janachowski
California
$254K -$2.44K -55 -1%
CD
1713
Carl Domino
Florida
$253K -$44.4K -1,000 -15%
I2I
1714
Insight 2811 Inc
Illinois
$252K -$52.4K -1,180 -17%
VWA
1715
V Wealth Advisors
Kansas
$251K -$1.69M -38,672 -87%
CWM
1716
Cabot Wealth Management
Massachusetts
$249K +$249K +5,616 New
DPI
1717
Diversified Portfolios Inc
Michigan
$248K -$42.3K -954 -15%
PA
1718
Probity Advisors
Texas
$248K -$3.02K -68 -1%
KF
1719
Krilogy Financial
Missouri
$248K -$709 -16 -0.3%
RCM
1720
Rockshelter Capital Management
Pennsylvania
$248K
SIC
1721
Sigma Investment Counselors
Michigan
$246K +$24.6K +557 +11%
BFS
1722
Baskin Financial Services
Ontario, Canada
$245K -$18.6K -420 -7%
DCM
1723
Driehaus Capital Management
Illinois
$242K +$242K +5,473 New
TCM
1724
Tradewinds Capital Management
Washington
$241K +$97.2K +2,198 +68%
CFS
1725
Commonwealth Financial Services
West Virginia
$241K +$105K +2,376 +77%