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Wells Fargo
WFC

Overview Fund Activity

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

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1B
2
Franklin Resources
Franklin Resources
California
+$896M
3
BlackRock
BlackRock
New York
+$415M
4
CG
Carmignac Gestion
France
+$364M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$325M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$653M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$595M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$564M
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$364M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$289M
Name Holding Trade Value Shares
Change 		Shares
Change %
BGC
251
Beutel, Goodman & Co
Ontario, Canada
$62.5M +$62.5M +1,290,130 New
CWM
252
CIBC World Markets
New York
$62.2M +$11.5M +189,294 +23%
HI
253
Honeywell International
North Carolina
$61.2M +$42.5K +700 +0.1%
PI
254
PineBridge Investments
New York
$60.8M -$23.6M -389,050 -28%
NMIMC
255
Northwestern Mutual Investment Management Company
Wisconsin
$60.7M -$35.4K -584 -0.1%
KSCM
256
Key Square Capital Management
Connecticut
$59.5M +$59.5M +980,000 New
Rafferty Asset Management
257
Rafferty Asset Management
New York
$58.8M +$13.2M +216,748 +29%
DC
258
Davenport & Co
Virginia
$58.6M -$86.9K -1,432 -0.1%
PIA
259
Piedmont Investment Advisors
North Carolina
$58.3M -$4.48M -73,800 -7%
HIMCH
260
Hartford Investment Management Co (HIMCO)
Connecticut
$58.1M -$3.63M -59,804 -6%
PL
261
Perpetual Ltd
Australia
$57.5M -$11.3M -186,100 -16%
CI
262
Cambiar Investors
Colorado
$57.2M -$3.89M -64,121 -6%
Natixis Advisors
263
Natixis Advisors
Massachusetts
$57M +$3.96M +65,298 +7%
SIM
264
Stelliam Investment Management
New York
$56.9M +$56.9M +937,500 New
GHCM
265
Glen Harbor Capital Management
California
$56.5M -$3.23M -53,200 -5%
WF
266
Welch & Forbes
Massachusetts
$56.4M +$139K +2,285 +0.2%
BPC
267
Banque Pictet & Cie
Switzerland
$55.4M +$7.36M +121,373 +15%
AAIM
268
American Assets Investment Management
California
$55.2M – – –
TRSOTSOK
269
Teachers Retirement System of the State of Kentucky
Kentucky
$54.8M -$4M -65,950 -7%
Macquarie Group
270
Macquarie Group
Australia
$54.7M -$2.16M -36,881 -4%
Lazard Asset Management
271
Lazard Asset Management
New York
$54.4M +$11.4M +187,564 +26%
Public Employees Retirement Association of Colorado
272
Public Employees Retirement Association of Colorado
Colorado
$54M +$3.7M +60,906 +7%
Bank of Nova Scotia
273
Bank of Nova Scotia
Ontario, Canada
$54M +$171K +2,827 +0.3%
ERSOT
274
Employees Retirement System of Texas
Texas
$52.8M -$4.44M -73,200 -8%
ACM
275
Alta Capital Management
Utah
$52.6M -$1.45M -23,828 -3%
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