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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 %
DSN
2026
D. Scott Neal
Kentucky
$15K
Kovitz Investment Group Partners
2027
Kovitz Investment Group Partners
Illinois
$14K -$34.8K -574,167 -71%
PRS
2028
Pinkerton Retirement Specialists
Idaho
$13K +$7.31K +117 +129%
CP
2029
Corbenic Partners
Pennsylvania
$12K
GWA
2030
Guidant Wealth Advisors
Illinois
$12K
PCM
2031
Poehling Capital Management
Wisconsin
$12K +$12K +200 New
AA
2032
AlphaMark Advisors
Kentucky
$9K
CFD
2033
Creative Financial Designs
Indiana
$8K -$25.9K -443 -76%
LYV
2034
Live Your Vision
Pennsylvania
$8K
OFS
2035
Orrstown Financial Services
Pennsylvania
$7K -$4.18K -71 -37%
SIA
2036
SeaBridge Investment Advisors
New Jersey
$7K
AIL
2037
AGF Investments LLC
Ontario, Canada
$6K
LWA
2038
Lenox Wealth Advisors
New York
$6K +$6K +98 New
KLWA
2039
Kelly Lawrence W & Associates
California
$6K +$6K +100 New
WCM
2040
Wealthcare Capital Management
Virginia
$4K +$4K +58 New
ST
2041
Sageworth Trust
Pennsylvania
$4K +$3.95K +74 +7,400%
M
2042
MOTCO
Texas
$3K
KIG
2043
Kessler Investment Group
Indiana
$2K
AMCA
2044
Arthur M. Cohen & Associates
Illinois
$1.48K +$1.48K +32,203 New
PCG
2045
Private Capital Group
Connecticut
$1.22K +$1.22K +20,045 New
TFA
2046
Transamerica Financial Advisors
Florida
$1K -$2K -2 -67%
LGWM
2047
Litman Gregory Wealth Management
California
$42
Renaissance Technologies
2048
Renaissance Technologies
New York
-$170M -3,091,011 Closed
PI
2049
PGGM Investments
Netherlands
-$170M -3,088,803 Closed
NFA
2050
Nationwide Fund Advisors
Ohio
-$148M -2,690,495 Closed