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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 %
AF
551
Alerus Financial
North Dakota
$11.7M +$256K +4,212 +2%
TCM
552
Twin Capital Management
Pennsylvania
$11.7M -$3.56M -58,720 -23%
PMG
553
ProVise Management Group
Florida
$11.6M -$491K -8,089 -4%
KCM
554
Kornitzer Capital Management
Kansas
$11.5M -$11.1M -183,615 -49%
ST
555
Spinnaker Trust
Maine
$11.4M +$393K +6,482 +4%
HCM
556
Highbridge Capital Management
New York
$11.4M +$11.4M +187,100 New
GMI
557
Greystone Managed Investments
Saskatchewan, Canada
$11.3M -$207K -3,410 -2%
WA
558
Wasatch Advisors
Utah
$11.2M +$4.54M +74,748 +68%
SH
559
SeaTown Holdings
Singapore
$11.2M – – –
CIM
560
Courant Investment Management
Tennessee
$11.1M – – –
LS
561
Livforsakringsbolaget Skandia
Sweden
$11.1M -$1.63M -26,800 -13%
LMGAM
562
Liberty Mutual Group Asset Management
Massachusetts
$11.1M -$247K -4,072 -2%
VSI
563
Verde Servicos Internacionais
Brazil
$11.1M +$11.1M +182,283 New
ACI
564
Alpha Cubed Investments
California
$11.1M +$785K +12,932 +8%
EDRH
565
Edmond de Rothschild Holding
Switzerland
$11M +$1.4M +23,155 +15%
CDH
566
Charles D. Hyman
$11M -$272K -4,489 -2%
Jones Financial Companies
567
Jones Financial Companies
Missouri
$10.8M -$3.19M -52,615 -23%
AAM
568
Advisors Asset Management
Colorado
$10.8M -$1.59M -26,135 -13%
SFG
569
Sather Financial Group
Texas
$10.7M -$49.1K -810 -0.5%
TTWM
570
TCV Trust & Wealth Management
Virginia
$10.7M +$10.7M +176,359 New
GAM
571
Griffin Asset Management
New York
$10.7M -$465K -7,656 -4%
CI
572
Cigna Investments
Connecticut
$10.6M -$471K -7,768 -4%
GT
573
Glenview Trust
Kentucky
$10.6M -$247K -4,070 -2%
BRCM
574
Bright Rock Capital Management
Massachusetts
$10.6M +$13K +215 +0.1%
6M
575
6 Meridian
Kansas
$10.6M +$10.6M +174,153 New
21 22
23
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