WFC icon

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 %
FCM
351
Flinton Capital Management
Pennsylvania
$32.3M -$1.84M -30,400 -5%
CIBC Asset Management
352
CIBC Asset Management
Ontario, Canada
$32.2M -$878K -14,474 -3%
DILIC
353
Dai-ichi Life Insurance Company
Japan
$32M +$1.06M +17,467 +3%
ESBC
354
E.S. Barr & Co
Kentucky
$31.8M -$115K -1,900 -0.4%
FIM
355
Frontier Investment Management
Texas
$31.7M +$1.84M +30,294 +6%
WBC
356
Westpac Banking Corp
Australia
$31.5M +$1.06M +17,528 +3%
Creative Planning
357
Creative Planning
Kansas
$31.3M -$17K -281 -0.1%
CM
358
CS McKee
Pennsylvania
$31M -$1.66M -27,400 -5%
ELI
359
Empire Life Investments
Ontario, Canada
$30.7M -$11.8M -194,030 -28%
HNB
360
Huntington National Bank
Ohio
$30.6M -$5.01M -82,568 -14%
B
361
BP
United Kingdom
$30.3M -$1.34M -22,000 -4%
DnB Asset Management
362
DnB Asset Management
Norway
$30.1M +$507K +8,359 +2%
CS
363
Candriam SCA
Luxembourg
$30M +$325K +5,364 +1%
YL
364
YCG LLC
Texas
$29.8M -$409K -6,728 -1%
VDI
365
Vaughan David Investments
Illinois
$29.7M +$463K +7,625 +2%
WRBC
366
W.R. Berkley Corp
Connecticut
$29.5M +$29.5M +486,600 New
MIM
367
Manitou Investment Management
Ontario, Canada
$29.3M +$189K +3,120 +0.6%
BAM
368
Berkshire Asset Management
Pennsylvania
$29.2M +$1.74M +28,624 +6%
RP
369
Regal Partners
Australia
$29.2M +$29.2M +480,812 New
BA
370
Boston Advisors
Massachusetts
$29M +$481K +7,933 +2%
OPERF
371
Oregon Public Employees Retirement Fund
Oregon
$29M -$170K -2,800 -0.6%
RJFSA
372
Raymond James Financial Services Advisors
Florida
$28.6M -$2.34M -38,648 -8%
MAA
373
Matrix Asset Advisors
New York
$28.5M -$511K -8,421 -2%
DAM
374
Delta Asset Management
Tennessee
$28M -$96K -1,583 -0.3%
CIBC World Market
375
CIBC World Market
Ontario, Canada
$27.8M -$970K -15,988 -3%
13 14
15
16 17