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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 %
RIM
426
Redpoint Investment Management
Australia
$20.5M +$20.5M +338,306 New
WT
427
Washington Trust
Rhode Island
$20.5M -$22.9K -377 -0.1%
GC
428
Giverny Capital
Quebec, Canada
$20.3M -$12M -197,665 -37%
UCFA
429
United Capital Financial Advisors
Texas
$20.2M +$462K +7,533 +2%
DADC
430
D.A. Davidson & Co
Montana
$20.1M -$3.13M -51,557 -13%
HIIFS
431
Harel Insurance Investments & Financial Services
Israel
$20.1M -$159K -2,628 -0.8%
PMG
432
Private Management Group
California
$20.1M -$7.01M -115,486 -26%
CGH
433
Crossmark Global Holdings
Texas
$19.9M +$1.07M +17,568 +6%
TU
434
TDAM USA
Ontario, Canada
$19.8M -$1.37M -22,510 -6%
HCM
435
Horan Capital Management
Maryland
$19.8M -$66.9K -1,102 -0.3%
RT
436
Rockland Trust
Massachusetts
$19.8M +$91.9K +1,514 +0.5%
GPC
437
Guardian Point Capital
Virginia
$19.7M – – –
TAF
438
Tredje AP-fonden
Sweden
$19.7M – – –
AIA
439
Avalon Investment & Advisory
Texas
$19.6M -$2.39M -39,356 -11%
PR
440
Payden & Rygel
California
$19.5M – – –
CA
441
Commerzbank Aktiengesellschaft
Germany
$19.5M -$7.49M -123,398 -28%
Cohen & Steers
442
Cohen & Steers
New York
$19.2M -$279K -4,594 -1%
AP
443
Archon Partners
New Jersey
$19.1M +$485K +8,000 +3%
FNBT
444
FineMark National Bank & Trust
Florida
$18.8M +$3.34K +55 +0%
ANI
445
American National Insurance
Texas
$18.8M – – –
ACA
446
Anchor Capital Advisors
Massachusetts
$18.7M +$18.3M +302,230 +5,556%
LCM
447
Laurion Capital Management
New York
$18.6M +$15.2M +251,154 +453%
WTC
448
WhitTier Trust Company
Nevada
$18.5M +$414K +6,816 +2%
OTPPB
449
Ontario Teachers' Pension Plan Board
Ontario, Canada
$18.3M +$1.43M +23,600 +8%
ACL
450
Azora Capital LP
Florida
$18.3M +$18.3M +300,828 New
16 17
18
19 20