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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 %
MIC
1976
MU Investments Company
Japan
$78K -$30.5K -500 -28%
AWA
1977
Acorn Wealth Advisors
Michigan
$75K +$75K +1,205 New
RCG
1978
Ruggie Capital Group
Florida
$73K
CSC
1979
Cove Street Capital
California
$68K
PG
1980
Patten Group
Tennessee
$67K
AIS
1981
Accurate Investment Solutions
Pennsylvania
$66K +$120 +2 +0.2%
TCCM
1982
Timber Creek Capital Management
Massachusetts
$59K
MUS
1983
Mitsubishi UFJ Securities
Japan
$57K +$26.1K +430 +84%
WAM
1984
Westport Asset Management
Connecticut
$55K
MCM
1985
Manchester Capital Management
Vermont
$52K -$61K -1,000 -54%
TIM
1986
Tortoise Investment Management
New York
$50K +$11.8K +195 +31%
PCA
1987
Providence Capital Advisors
North Carolina
$50K +$50K +830 New
PFO
1988
Pathstone Family Office
New Jersey
$49K -$20.9K -344 -30%
PAM
1989
Paradigm Asset Management
New York
$48.5K -$2.67M -44,000 -98%
Financial Engines Advisors
1990
Financial Engines Advisors
California
$48K -$42.9K -713 -47%
SCA
1991
Stuart Chaussee & Associates
California
$47K +$1.7K +28 +4%
CFA
1992
Camarda Financial Advisors
Florida
$46K -$15K -247 -25%
APSP
1993
Asset Planning Services (Pennsylvania)
Pennsylvania
$46K -$13.2K -217 -22%
GTAM
1994
Global Trust Asset Management
Florida
$45K +$45K +741 New
AIS
1995
AlphaOne Investment Services
Pennsylvania
$44K -$119K -1,974 -73%
SFG
1996
SevenBridge Financial Group
Pennsylvania
$43K +$36.7K +1,174 +587%
CBT
1997
Central Bank & Trust
Kentucky
$39K -$7.64K -125 -16%
RBC
1998
Roble Belko & Company
Pennsylvania
$39K
CAC
1999
Certified Advisory Corp
Florida
$38K +$38K +641 New
IP
2000
Isthmus Partners
Wisconsin
$36K