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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 %
IA
1726
Independence Advisors
Pennsylvania
$240K +$240K +5,413 New
FMW
1727
Farr Miller & Washington
District of Columbia
$239K -$16.4K -372 -6%
WIP
1728
Wellesley Investment Partners
Massachusetts
$238K +$5.31K +120 +2%
GC
1729
Grimes & Company
Massachusetts
$235K -$37.8K -856 -14%
AAM
1730
AR Asset Management
California
$235K +$235K +5,300 New
BIA
1731
Biondo Investment Advisors
Pennsylvania
$232K -$65.6K -1,485 -22%
HK
1732
Horizon Kinetics
New York
$231K -$77.5K -1,751 -25%
EFSCE
1733
Enterprise Financial Services Corp (EFSC)
Missouri
$231K -$29.7K -672 -11%
VAM
1734
Verity Asset Management
North Carolina
$231K +$43.8K +991 +23%
SMH
1735
Sanders Morris Harris
Texas
$228K -$59.6K -1,301 -21%
CG
1736
Colony Group
Massachusetts
$228K +$38.1K +860 +20%
NED
1737
Nancy E. Dempze
$227K
CWM
1738
Cornerstone Wealth Management
Missouri
$227K +$227K +5,185 New
MCM
1739
Millie Capital Management
California
$222K -$655K -14,818 -75%
RIG
1740
Renaissance Investment Group
Massachusetts
$222K -$268K -6,054 -55%
ZF
1741
Zhang Financial
Michigan
$222K +$1.11K +25 +0.5%
AT
1742
Acadia Trust
Maine
$222K +$31K +700 +16%
VOAM
1743
Vertex One Asset Management
British Columbia, Canada
$221K -$884K -20,000 -80%
CWM
1744
CIBC World Markets
New York
$221K -$74K -1,672 -25%
WI
1745
Wedgewood Investors
Pennsylvania
$221K -$17.7K -400 -7%
EC
1746
EJF Capital
Virginia
$221K +$221K +5,000 New
CHAM
1747
Clear Harbor Asset Management
Connecticut
$219K
ATC
1748
Adirondack Trust Company
New York
$219K +$45.6K +1,030 +26%
KL
1749
Kinsight LLC
Alabama
$217K
AF
1750
Aldebaran Financial
$216K -$8.84K -200 -4%