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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 %
HFS
526
Haverford Financial Services
Pennsylvania
$11.6M -$52.5K -952 -0.5%
DWM
527
Doyle Wealth Management
Florida
$11.6M +$222K +4,018 +2%
LS
528
Livforsakringsbolaget Skandia
Sweden
$11.6M – – –
FBB
529
Fulton Breakefield Broenniman
Maryland
$11.6M -$189K -3,435 -2%
Thrivent Financial for Lutherans
530
Thrivent Financial for Lutherans
Minnesota
$11.5M +$983K +17,829 +9%
UB
531
UMB Bank
Missouri
$11.4M -$10.8M -196,306 -49%
Wolverine Trading
532
Wolverine Trading
Illinois
$11.3M +$10.4M +187,872 +1,104%
SI
533
Stephens Inc
Arkansas
$11.3M -$201K -3,636 -2%
FANJ
534
Financial Architects (New Jersey)
New Jersey
$11.3M +$48.2K +874 +0.4%
AAM
535
Advisors Asset Management
Colorado
$11.2M -$1.13M -20,430 -9%
GW
536
GW & Wade
Massachusetts
$11.2M +$38.2K +692 +0.3%
RE
537
RBC Europe
United Kingdom
$11.2M +$11.2M +202,550 New
BBI
538
Baxter Bros Inc
Connecticut
$11.1M -$521K -9,443 -4%
PMG
539
ProVise Management Group
Florida
$11M +$1.41M +25,597 +15%
NB
540
Norinchukin Bank
Japan
$11M +$1.22M +22,044 +12%
SFFS
541
Stonehage Fleming Financial Services
Jersey
$10.9M +$604K +10,960 +6%
MHC
542
Meyer Handelman Company
New York
$10.9M -$68.9K -1,250 -0.6%
SF
543
Synovus Financial
Georgia
$10.9M -$2.59M -46,867 -19%
GIM
544
Greystone Investment Management
Ohio
$10.9M -$28.1K -510 -0.3%
CRC
545
Curi RMB Capital
Illinois
$10.8M -$75.3K -1,366 -0.7%
CCM
546
Covington Capital Management
California
$10.7M -$1.95M -35,393 -15%
GCA
547
Guardian Capital Advisors
Ontario, Canada
$10.6M +$243K +4,425 +2%
GMI
548
Greystone Managed Investments
Saskatchewan, Canada
$10.5M +$527K +9,550 +5%
AF
549
Alerus Financial
North Dakota
$10.4M +$4.3K +78 +0%
FTIOP
550
Fiduciary Trust International of Pennsylvania
Pennsylvania
$10.3M +$20.1K +364 +0.2%
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