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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 %
DRZID
301
DePrince Race & Zollo Inc (DRZ)
Florida
$41.1M -$9.86M -178,752 -19%
Janney Montgomery Scott
302
Janney Montgomery Scott
Pennsylvania
$41M -$716K -12,975 -2%
CBOA
303
Commonwealth Bank of Australia
Australia
$41M +$4.84M +87,779 +13%
Alyeska Investment Group
304
Alyeska Investment Group
Illinois
$40.8M +$40.8M +739,349 New
FIM
305
Foresters Investment Management
New York
$39.9M +$16.5K +300 +0%
CSIC
306
Clifford Swan Investment Counsel
California
$39.7M +$556K +10,080 +1%
Lazard Asset Management
307
Lazard Asset Management
New York
$39.1M +$3.08M +55,819 +9%
BNP Paribas Asset Management
308
BNP Paribas Asset Management
France
$39.1M -$12.6M -227,692 -24%
WIM
309
Waverton Investment Management
United Kingdom
$39.1M -$48.8M -884,889 -56%
ELI
310
Empire Life Investments
Ontario, Canada
$38.6M -$14.2M -258,224 -27%
CI
311
Conning Inc
Connecticut
$38.5M +$6.94M +125,909 +22%
LPL Financial
312
LPL Financial
California
$38M -$2.72M -49,395 -7%
BC
313
Bartlett & Co
Ohio
$38M -$676K -12,265 -2%
SBCM
314
Schwerin Boyle Capital Management
Massachusetts
$37.9M -$1.45M -26,350 -4%
SAM
315
Shell Asset Management
Netherlands
$37.9M -$4.23M -76,646 -10%
USSCPF
316
United States Steel & Carnegie Pension Fund
New York
$37.6M -$27.6M -500,000 -42%
HighTower Advisors
317
HighTower Advisors
Illinois
$37.4M +$999K +18,103 +3%
CGT
318
Capital Guardian Trust
California
$36.9M -$2.3M -41,660 -6%
HPC
319
HM Payson & Co
Maine
$36.9M -$1.47M -26,650 -4%
AIMCA
320
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$36.9M +$1.77M +32,100 +5%
LTFS
321
Ladenburg Thalmann Financial Services
Florida
$36.3M -$2.5M -45,393 -6%
KIA
322
KCM Investment Advisors
California
$34.9M -$522K -9,463 -1%
Nomura Holdings
323
Nomura Holdings
Japan
$34.6M -$4.19M -76,814 -11%
MA
324
MUFG Americas
New York
$34.5M -$4.22M -76,477 -11%
VanEck Associates
325
VanEck Associates
New York
$34.2M +$4.11M +74,530 +14%
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