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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 %
BB
501
Busey Bank
Illinois
$14.5M -$153K -2,530 -1%
FQ
502
First Quadrant
California
$14.4M -$662K -10,917 -4%
GL
503
GLG LLC
New York
$14.3M – – –
HIMC
504
Heritage Investors Management Corp
Maryland
$14.2M -$805K -13,264 -5%
WP
505
WMS Partners
Maryland
$14.1M -$125K -2,061 -0.9%
APFBOT
506
Amica Pension Fund Board of Trustees
Rhode Island
$14M – – –
NRS
507
Neville Rodie & Shaw
New York
$14M -$478K -7,875 -3%
CIC
508
Carnegie Investment Counsel
Ohio
$13.8M +$11.2M +186,252 +414%
HCMT
509
Highland Capital Management (Tennessee)
Tennessee
$13.8M -$200K -3,300 -1%
SSWM
510
Smith Salley Wealth Management
North Carolina
$13.8M +$4.52M +74,511 +49%
TCM
511
Tegean Capital Management
New York
$13.7M – – –
NB
512
Norinchukin Bank
Japan
$13.5M +$1.42M +23,399 +12%
OWP
513
Obermeyer Wealth Partners
Colorado
$13.5M -$436K -7,189 -3%
GP
514
Greenline Partners
New York
$13.4M +$13.4M +221,043 New
MIH
515
Madison Investment Holdings
Wisconsin
$13.4M +$3.54M +58,375 +36%
AVC
516
Arlington Value Capital
Utah
$13.3M -$273K -4,500 -2%
CS
517
Central Securities
New York
$13.3M – – –
TNB
518
Thomasville National Bank
Georgia
$13.2M -$327K -5,383 -2%
IPGDR
519
Investidor Profissional Gestao de Recursos
Brazil
$13.2M +$13.2M +217,670 New
DWM
520
Doyle Wealth Management
Florida
$13.1M +$350K +5,761 +3%
LIA
521
LS Investment Advisors
Michigan
$13.1M -$247K -4,070 -2%
BIM
522
Bridges Investment Management
Nebraska
$13.1M -$348K -5,730 -3%
EBSAM
523
Eubel Brady & Suttman Asset Management
Ohio
$13.1M -$223K -3,676 -2%
GIP
524
Granite Investment Partners
California
$13.1M -$101K -1,671 -0.8%
Thrivent Financial for Lutherans
525
Thrivent Financial for Lutherans
Minnesota
$13M +$312K +5,148 +2%
19 20
21
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