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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 %
TCM
1851
TD Capital Management
Tennessee
$23K +$3.65K +81 +19%
HCM
1852
Herndon Capital Management
Georgia
$19K
HW
1853
Hedeker Wealth
Illinois
$18.9K -$4.39K -2,611 -19%
HCM
1854
Horrell Capital Management
Arkansas
$17K
RFWA
1855
RPg Family Wealth Advisory
Massachusetts
$17K -$1.77K -40 -9%
BAM
1856
Bruderman Asset Management
New York
$16K -$11.8K -266 -42%
LWA
1857
Lenox Wealth Advisors
New York
$16K -$4.3K -98 -21%
OFS
1858
Orrstown Financial Services
Pennsylvania
$14K +$3.43K +75 +32%
TIM
1859
Tortoise Investment Management
New York
$13K -$5.42K -125 -29%
MUS
1860
Mitsubishi UFJ Securities
Japan
$13K
CP
1861
Camelot Portfolios
Ohio
$13K
CAL
1862
Capital Advisors Ltd
Ohio
$13K
EDRM
1863
Edmond de Rothschild (Monaco)
Monaco
$13K +$13K +293 New
VIA
1864
Vantage Investment Advisors
Pennsylvania
$12K -$1.12M -26,119 -99%
JAM
1865
Jolley Asset Management
North Carolina
$11K +$4.4K +100 +67%
HWM
1866
Heartwood Wealth Management
United Kingdom
$11K +$11K +250 New
SFG
1867
SevenBridge Financial Group
Pennsylvania
$9K -$1.68M -37,377 -99%
CP
1868
Corbenic Partners
Pennsylvania
$9K
GWA
1869
Guidant Wealth Advisors
Illinois
$9K +$9K +205 New
FMP
1870
Financial Management Professionals
Texas
$8K -$20.3K -469 -72%
PFO
1871
Pathstone Family Office
New Jersey
$8K -$6.74K -145 -46%
DSN
1872
D. Scott Neal
Kentucky
$8K
WAP
1873
Wealthcare Advisory Partners
Pennsylvania
$8K
LYV
1874
Live Your Vision
Pennsylvania
$6K +$6K +139 New
EDRPMB
1875
Edmond de Rothschild Private Merchant Banking
United Kingdom
$6K +$6K +144 New