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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 %
JAM
401
Jupiter Asset Management
United Kingdom
$20.8M -$1.82M -33,063 -8%
HCM
402
Hutchinson Capital Management
California
$20.7M +$182K +3,300 +0.9%
BG
403
Bahl & Gaynor
Ohio
$20.6M -$8.32M -150,897 -29%
KCM
404
Kornitzer Capital Management
Kansas
$20.6M -$170K -3,075 -0.8%
BF
405
BOK Financial
Oklahoma
$20.2M -$854K -15,490 -4%
COPPSERS
406
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$20M +$1.61M +29,189 +9%
AIA
407
Avalon Investment & Advisory
Texas
$20M -$12.7M -230,381 -39%
Robeco Institutional Asset Management
408
Robeco Institutional Asset Management
Netherlands
$20M +$961K +17,426 +5%
PP
409
Palladium Partners
Virginia
$19.9M -$404K -7,329 -2%
SIM
410
Sentry Investment Management
Wisconsin
$19.8M -$167K -3,019 -0.8%
Diamond Hill Capital Management
411
Diamond Hill Capital Management
Ohio
$19.8M -$4.13M -74,877 -17%
RMDI
412
R.M. Davis Inc
Maine
$19.8M -$79.8K -1,447 -0.4%
CI
413
Capital International
California
$19.8M -$695K -12,600 -3%
AG
414
Advisor Group
Arizona
$19.7M +$683K +12,377 +4%
TU
415
TDAM USA
Ontario, Canada
$19.3M -$7.69M -139,476 -29%
WT
416
Whittier Trust
California
$19.2M +$257K +4,669 +1%
GG
417
Gofen & Glossberg
Illinois
$19M -$1.5M -27,159 -7%
TAM
418
Tocqueville Asset Management
New York
$18.8M -$126K -2,284 -0.7%
WT
419
Washington Trust
Rhode Island
$18.7M -$1.44M -26,064 -7%
QIM
420
Quantitative Investment Management
Virginia
$18.5M -$20.5M -371,000 -53%
HIIFS
421
Harel Insurance Investments & Financial Services
Israel
$18.4M -$221K -4,000 -1%
CLOS
422
Compagnie Lombard Odier SCmA
Switzerland
$18.3M +$2.25M +40,886 +14%
HCM
423
Horan Capital Management
Maryland
$18M +$921K +16,695 +5%
PSUF
424
People's United Financial
Connecticut
$18M -$165K -2,997 -0.9%
GPC
425
Guardian Point Capital
Virginia
$17.9M – – –
15 16
17
18 19