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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 %
PBT
626
Pictet Bank & Trust
Bahamas
$7.56M +$1.47M +26,616 +24%
AIA
627
Allegis Investment Advisors
Idaho
$7.49M -$291K -5,268 -4%
CAN
628
Cetera Advisor Networks
California
$7.42M -$45.7K -828 -0.6%
DWT
629
Dorsey & Whitney Trust
South Dakota
$7.38M -$366K -6,643 -5%
CW
630
Cobiz Wealth
Colorado
$7.36M -$45K -816 -0.6%
EWM
631
Evercore Wealth Management
New York
$7.36M +$5.52K +100 +0.1%
II
632
IFM Investors
Australia
$7.33M +$157K +2,843 +2%
MWAC
633
Mariner Wealth Advisors (Cincinnati)
Ohio
$7.32M -$160K -2,895 -2%
GHA
634
GW Henssler & Associates
Georgia
$7.28M -$288K -5,219 -4%
PPCM
635
Pillar Pacific Capital Management
California
$7.27M +$56.8K +1,030 +0.8%
EVM
636
Evelyn V. Moreno
$7.27M -$28.7K -520 -0.4%
Simplex Trading
637
Simplex Trading
Illinois
$7.26M +$2.6M +47,175 +56%
BCM
638
Blume Capital Management
California
$7.25M +$127K +2,300 +2%
HI
639
HBK Investments
Texas
$7.24M -$4.87M -88,269 -40%
SGAM
640
Steinberg Global Asset Management
Florida
$7.23M -$33.4K -605 -0.5%
JAM
641
JCIC Asset Management
Ontario, Canada
$7.22M -$162K -2,930 -2%
UR
642
USCA RIA
Texas
$7.21M – – –
FBC
643
Fairfield, Bush & Co
Connecticut
$7.2M -$1.8M -32,724 -20%
BWM
644
BerganKDV Wealth Management
Minnesota
$7.16M +$610K +11,059 +9%
BFS
645
Bradley Foster & Sargent
Connecticut
$7.13M +$8.38K +152 +0.1%
NPF
646
Norris Perne & French
Michigan
$7.09M +$86.1K +1,562 +1%
BPCE
647
Bank Pictet & Cie (Europe)
Germany
$7.08M +$1.96M +35,537 +38%
PP
648
Patten & Patten
Tennessee
$7.07M -$519K -9,419 -7%
KJHP
649
K.J. Harrison & Partners
Ontario, Canada
$7.05M +$658K +11,923 +10%
EOJOAM
650
E. Ohman J:or Asset Management
Sweden
$7.04M +$276K +5,000 +4%
24 25
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