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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 %
FNBOH
1726
First National Bank of Hutchinson
Kansas
$357K
FCAG
1727
First Capital Advisors Group
New Jersey
$355K +$355K +5,851 New
HIC
1728
Harvey Investment Company
Kentucky
$353K
QPWM
1729
Quadrant Private Wealth Management
Pennsylvania
$350K +$350K +5,761 New
NCM
1730
Novare Capital Management
North Carolina
$349K -$329K -5,429 -49%
MWM
1731
Merriman Wealth Management
Washington
$349K +$102K +1,687 +42%
CFA
1732
Capstone Financial Advisors
Illinois
$348K -$115K -1,894 -25%
EDRIA
1733
Edmonds Duncan Registered Investment Advisors
Kansas
$347K -$5.82K -96 -2%
CYG
1734
Clean Yield Group
Vermont
$346K -$61.1K -1,007 -15%
SIC
1735
Sigma Investment Counselors
Michigan
$342K -$3.64K -60 -1%
CAL
1736
Capital Analysts LLC
Pennsylvania
$340K
AL
1737
AJO LP
Pennsylvania
$339K -$911K -15,024 -73%
FAG
1738
Financial Advisory Group
Texas
$339K +$3.03K +50 +0.9%
HFP
1739
Holistic Financial Partners
Indiana
$339K +$339K +5,589 New
NB
1740
Northwest Bancshares
Pennsylvania
$338K +$338K +5,565 New
PCP
1741
Proficio Capital Partners
Massachusetts
$337K +$22.8K +376 +7%
BCM
1742
Brasada Capital Management
Texas
$337K +$337K +5,561 New
AAS
1743
Annex Advisory Services
Wisconsin
$336K -$67.7K -1,114 -17%
SIG
1744
Sky Investment Group
Connecticut
$336K +$10.9K +180 +3%
CAI
1745
Capital Advisors Inc
Oklahoma
$336K +$16.1K +266 +5%
SFI
1746
SPC Financial Inc
Maryland
$336K +$18.2K +300 +6%
RA
1747
Rational Advisors
New York
$334K -$3.9M -64,263 -92%
SC
1748
Saybrook Capital
North Carolina
$334K
CHAM
1749
Clear Harbor Asset Management
Connecticut
$333K -$2.13M -35,050 -86%
WPIC
1750
White Pine Investment Company
Michigan
$332K