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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 %
GAM
626
Gotham Asset Management
New York
$8.38M +$44.5K +734 +0.5%
BCM
627
Brookmont Capital Management
Texas
$8.34M +$3.12M +51,397 +60%
Capital Fund Management (CFM)
628
Capital Fund Management (CFM)
France
$8.33M +$1.27M +20,945 +18%
NEI
629
Northwest & Ethical Investments
Ontario, Canada
$8.21M -$414K -6,819 -5%
BPB
630
Badgley, Phelps & Bell
Washington
$8.19M -$177K -2,922 -2%
BOS
631
Bingham Osborn & Scarborough
California
$8.13M +$545K +8,976 +7%
SLI
632
Sumitomo Life Insurance
Japan
$8.12M -$395K -6,504 -5%
PPCM
633
Pillar Pacific Capital Management
California
$8.1M +$95.1K +1,568 +1%
VFA
634
Voya Financial Advisors
Connecticut
$8.04M -$805K -13,140 -9%
II
635
IFM Investors
Australia
$8.02M -$39K -642 -0.5%
CA
636
Continental Advisors
Utah
$8.02M -$643K -10,600 -7%
ZCA
637
Zeke Capital Advisors
Pennsylvania
$8M +$2.41M +39,640 +43%
GHA
638
GW Henssler & Associates
Georgia
$7.97M -$39K -643 -0.5%
BCM
639
Blume Capital Management
California
$7.96M -$18.2K -300 -0.2%
TC
640
Trust Company
Kansas
$7.94M -$868K -14,299 -10%
EWM
641
Evercore Wealth Management
New York
$7.94M -$161K -2,657 -2%
BC
642
Burleson & Co
California
$7.92M +$7.92M +130,469 New
NIM
643
Northeast Investment Management
Massachusetts
$7.92M -$1.97M -32,520 -20%
BUB
644
BBVA USA Bancshares
Texas
$7.84M -$1.62M -26,714 -17%
NPF
645
Norris Perne & French
Michigan
$7.8M -$4.85K -80 -0.1%
CAN
646
Cetera Advisor Networks
California
$7.79M -$352K -5,808 -4%
SGAM
647
Steinberg Global Asset Management
Florida
$7.75M -$200K -3,303 -3%
GIM
648
Grassi Investment Management
California
$7.73M +$156K +2,579 +2%
TG
649
TCW Group
California
$7.72M -$2.19M -36,057 -22%
MHC
650
Meyer Handelman Company
New York
$7.71M -$4.31M -71,000 -36%
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