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Wells Fargo

1,967 hedge funds and large institutions have $191B invested in Wells Fargo in 2018 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 641 increasing their positions, 921 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,967
Holders Change
-5
Holders Change %
-0.25%
% of All Funds
45.04%
Holding in Top 10
133
Holding in Top 10 Change
-49
Holding in Top 10 Change %
-26.92%
% of All Funds
3.05%
New
106
Increased
641
Reduced
921
Closed
94
Calls
$2.04B
Puts
$3.15B
Net Calls
-$1.11B
Net Calls Change
-$119M
Name Holding Trade Value Shares
Change
Shares
Change %
FEG
1876
Financial Enhancement Group
Indiana
$68K +$10.9K +207 +19%
NIM
1877
NuWave Investment Management
New Jersey
$68K +$61K +1,165 +869%
WIM
1878
Westside Investment Management
California
$67.5K -$11.3K -189 -14%
EAM
1879
Exane Asset Management
France
$67.1K +$67.1K +1,277 New
SGAM
1880
Smith Group Asset Management
Texas
$64K -$17.8K -340 -22%
NC
1881
NewSquare Capital
Pennsylvania
$62K
CAG
1882
Csenge Advisory Group
Florida
$61K -$326K -6,344 -84%
KPCM
1883
Kings Point Capital Management
New York
$60K +$6.07K +116 +11%
LWS
1884
Lucia Wealth Services
California
$58K -$1.47K -28 -2%
PG
1885
Patten Group
Tennessee
$58K
MSFP
1886
Mark Sheptoff Financial Planning
Connecticut
$54K -$1.64K -31 -3%
WAM
1887
Westport Asset Management
Connecticut
$52K
CI
1888
CX Institutional
Indiana
$52K
CAC
1889
Certified Advisory Corp
Florida
$52K +$17.7K +335 +52%
TCCM
1890
Timber Creek Capital Management
Massachusetts
$51K
CFA
1891
Camarda Financial Advisors
Florida
$50K +$10K +190 +25%
MUS
1892
Mitsubishi UFJ Securities
Japan
$49K
AIS
1893
Accurate Investment Solutions
Pennsylvania
$47K -$5.21K -100 -10%
MWPCG
1894
Measured Wealth Private Client Group
New Hampshire
$45K +$45K +867 New
SIAP
1895
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$44K -$31.6K -600 -42%
PFO
1896
Pathstone Family Office
New Jersey
$44K +$5.22K +100 +13%
TC
1897
Trilogy Capital
California
$43K
PFGIA
1898
Patriot Financial Group Insurance Agency
Massachusetts
$43K +$16.4K +310 +61%
PAM
1899
Paradigm Asset Management
New York
$42K
SCA
1900
Stuart Chaussee & Associates
California
$41K