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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 %
C
1951
Cerebellum
California
$132K +$132K +2,174 New
FA
1952
Fortis Advisors
Pennsylvania
$130K
WC
1953
Whitnell & Co
Illinois
$130K +$121 +2 +0.1%
SA
1954
SRH Advisors
Kansas
$124K
MWM
1955
Mascoma Wealth Management
New Hampshire
$123K +$16.2K +252 +15%
SIAP
1956
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$117K
WAM
1957
Watermark Asset Management
California
$110K -$10.3K -170 -9%
SPI
1958
Santori & Peters Inc
Pennsylvania
$110K +$110K +1,965 New
First Eagle Investment Management
1959
First Eagle Investment Management
New York
$109K
SAS
1960
Stelac Advisory Services
New York
$109K +$109K +1,797 New
SGAM
1961
Smith Group Asset Management
Texas
$103K +$606 +10 +0.6%
DCM
1962
Delpha Capital Management
New York
$103K +$103K +1,699 New
WIM
1963
Westside Investment Management
California
$102K +$7.76K +125 +8%
BWM
1964
Baystate Wealth Management
Massachusetts
$100K -$5.96K -92 -6%
CWM
1965
Catamount Wealth Management
Connecticut
$95K
MCA
1966
Mercer Capital Advisers
New Jersey
$93K
PW
1967
Price Wealth
Texas
$86K +$86K +1,432 New
NC
1968
NewSquare Capital
Pennsylvania
$85K +$74.3K +1,221 +698%
AAC
1969
Asset Advisors Corp
Georgia
$84K
LWM
1970
Lenox Wealth Management
Ohio
$84K
PO
1971
Private Ocean
California
$84K +$9.36K +155 +13%
CWM
1972
Cranbrook Wealth Management
Michigan
$82K
MPPLM
1973
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$82K +$82K +1,349 New
RFWA
1974
RPg Family Wealth Advisory
Massachusetts
$81.2K +$20.6K +340 +34%
ECM
1975
Exchange Capital Management
Michigan
$79K -$42.1K -692 -35%