WFC icon

Wells Fargo
WFC

Overview Fund Activity

1,859 hedge funds and large institutions have $209B invested in Wells Fargo in 2017 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 650 increasing their positions, 909 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,859
Holders Change
-48
Holders Change %
-2.52%
% of All Funds
46.42%
Holding in Top 10
213
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-11.25%
% of All Funds
5.32%
New
83
Increased
650
Reduced
909
Closed
116
Calls
$2.32B
Puts
$3.01B
Net Calls
-$686M
Net Calls Change
-$247M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.17B
2
Bank of America
Bank of America
North Carolina
+$488M
3
BlackRock
BlackRock
New York
+$469M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$401M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$293M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.77B
2
Viking Global Investors
Viking Global Investors
Connecticut
-$574M
3
TCIM
TIAA CREF Investment Management
New York
-$407M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$291M
5
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
276
J.P. Morgan Private Wealth Advisors
California
$48.1M -$1.8M -32,650 -4%
RCM
277
RNC Capital Management
California
$47.2M +$206K +3,736 +0.4%
CWM
278
CIBC World Markets
New York
$46.1M +$11M +200,200 +32%
Commonwealth Equity Services
279
Commonwealth Equity Services
Massachusetts
$45.9M +$256K +4,644 +0.6%
WIM
280
Weitz Investment Management
Nebraska
$45.9M -$92.1K -1,670 -0.2%
Public Employees Retirement Association of Colorado
281
Public Employees Retirement Association of Colorado
Colorado
$45.8M -$2.67M -48,342 -6%
URS
282
Utah Retirement Systems
Utah
$45.5M +$60.7K +1,100 +0.1%
Skandinaviska Enskilda Banken (SEB)
283
Skandinaviska Enskilda Banken (SEB)
Sweden
$45.3M +$1.4M +25,414 +3%
FI
284
Focused Investors
California
$45.1M -$1.25M -22,600 -3%
EIM
285
ExxonMobil Investment Management
Texas
$45M -$2.63M -47,691 -6%
IIP
286
Intermede Investment Partners
United Kingdom
$44.7M +$11.7M +212,775 +36%
Kovitz Investment Group Partners
287
Kovitz Investment Group Partners
Illinois
$44.4M -$284K -5,156 -0.6%
HTI
288
Hikari Tsushin Inc
Japan
$44.1M – – –
FWCM
289
Ferguson Wellman Capital Management
Oregon
$44.1M -$441K -8,000 -1%
Mitsubishi UFJ Asset Management
290
Mitsubishi UFJ Asset Management
Japan
$43.8M +$5.94M +107,729 +16%
BPC
291
Banque Pictet & Cie
Switzerland
$43.7M +$5.76M +104,425 +15%
CTB
292
Country Trust Bank
Illinois
$43.7M +$1.46M +26,553 +3%
UOC
293
UBS O'Connor
Illinois
$43.7M +$7.26M +131,715 +20%
RCAMU
294
Rothschild & Co Asset Management US
Connecticut
$43.5M -$778K -14,110 -2%
MSV
295
MN Services Vermogensbeheer
Netherlands
$43.3M +$309K +5,600 +0.7%
NIMC
296
NWQ Investment Management Company
California
$43.1M -$7.6M -137,827 -15%
Envestnet Asset Management
297
Envestnet Asset Management
Illinois
$42.8M -$7.11M -128,979 -14%
MCIM
298
Meadow Creek Investment Management
Georgia
$42.7M -$2.15M -38,984 -5%
HIM
299
Hermes Investment Management
United Kingdom
$42.2M -$1.34M -24,294 -3%
Rafferty Asset Management
300
Rafferty Asset Management
New York
$41.5M +$4.65M +84,273 +13%
10 11
12
13 14