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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 %
MSA
326
Mason Street Advisors
Wisconsin
$34.2M -$223K -4,037 -0.6%
SW
327
SVB Wealth
Massachusetts
$34M -$471K -8,536 -1%
SIM
328
Sprucegrove Investment Management
Ontario, Canada
$33.7M -$805K -14,600 -2%
SMDAM
329
Sumitomo Mitsui DS Asset Management
Japan
$33.6M -$3.67M -66,480 -10%
VDBMI
330
Van Den Berg Management I
Texas
$33.5M +$662K +12,000 +2%
ZIG
331
Zurich Insurance Group
Switzerland
$33M -$3.32M -60,160 -9%
MNA
332
Manning & Napier Advisors
New York
$32.6M +$461K +8,358 +1%
HNB
333
Huntington National Bank
Ohio
$32.4M -$4.26M -77,326 -12%
AU
334
Algebris (UK)
United Kingdom
$32.1M -$6.66M -120,750 -17%
FMII
335
Farmers & Merchants Investments Inc
Nebraska
$31.8M -$2.26M -40,935 -7%
SC
336
Scotia Capital
Ontario, Canada
$31.1M +$559K +10,137 +2%
FCM
337
Flinton Capital Management
Pennsylvania
$31M -$1.56M -28,352 -5%
PCA
338
Personal Capital Advisors
California
$30.6M +$1.47M +26,614 +5%
H
339
Hexavest
Quebec, Canada
$30.2M +$10.6M +191,643 +54%
CIBC Asset Management
340
CIBC Asset Management
Ontario, Canada
$30.1M +$278K +5,044 +0.9%
MOACM
341
Mutual of America Capital Management
New York
$30.1M -$128K -2,316 -0.4%
CM
342
CS McKee
Pennsylvania
$29.7M -$192K -3,475 -0.6%
PG
343
Pendal Group
Australia
$29.7M +$25.8M +466,612 +660%
GC
344
Giverny Capital
Quebec, Canada
$29.3M +$441K +8,001 +2%
ESBC
345
E.S. Barr & Co
Kentucky
$29M -$139K -2,513 -0.5%
B
346
BP
United Kingdom
$28.7M – – –
ADEF
347
Adams Diversified Equity Fund
Maryland
$28.6M – – –
Creative Planning
348
Creative Planning
Kansas
$28.5M -$408K -7,389 -1%
AB
349
Amalgamated Bank
New York
$28.4M +$529K +9,588 +2%
RJFSA
350
Raymond James Financial Services Advisors
Florida
$28.1M +$605K +10,969 +2%
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14
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