WFC icon

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 %
DWT
651
Dorsey & Whitney Trust
South Dakota
$7.7M -$421K -6,947 -5%
JAM
652
JCIC Asset Management
Ontario, Canada
$7.7M -$241K -3,980 -3%
LI
653
Lafayette Investments
Maryland
$7.66M +$81.5K +1,344 +1%
IRF
654
IBM Retirement Fund
New York
$7.65M +$277K +4,180 +4%
BWM
655
BerganKDV Wealth Management
Minnesota
$7.6M -$271K -4,470 -3%
EVM
656
Evelyn V. Moreno
$7.56M -$431K -7,110 -5%
PP
657
Patten & Patten
Tennessee
$7.56M -$217K -3,573 -3%
GJCM
658
Grand Jean Capital Management
California
$7.55M -$17.5K -288 -0.2%
LA
659
Lynch & Associates
Indiana
$7.5M +$166K +2,740 +2%
AA
660
Ancora Advisors
Ohio
$7.48M +$606K +9,982 +9%
CIP
661
Chartwell Investment Partners
Pennsylvania
$7.47M -$6.47M -106,640 -46%
CIC
662
Cornercap Investment Counsel
Georgia
$7.46M -$256K -4,212 -3%
ECM
663
ETrade Capital Management
Virginia
$7.44M +$931K +15,348 +14%
AFG
664
American Financial Group
Ohio
$7.4M – – –
CANC
665
Culbertson A N & Co
Virginia
$7.28M -$91.3K -1,505 -1%
ARTA
666
A.R.T. Advisors
New York
$7.21M +$4.28M +70,500 +146%
OIMU
667
Orbis Investment Management (US)
California
$7.21M -$1.6M -26,334 -18%
SSG
668
Summit Securities Group
New York
$7.2M +$6.31M +104,000 +707%
MIM
669
Marco Investment Management
Georgia
$7.18M -$479K -7,897 -6%
EGA
670
Eagle Global Advisors
Texas
$7.16M -$61.7K -1,017 -0.9%
MYLI
671
Meiji Yasuda Life Insurance
Japan
$7.14M -$559K -9,214 -7%
KRSITF
672
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.14M -$74.7K -1,231 -1%
EOJOAM
673
E. Ohman J:or Asset Management
Sweden
$7.08M -$667K -11,000 -9%
HIC
674
Harbor Island Capital
Massachusetts
$7.08M +$7.08M +116,701 New
FM
675
Foster & Motley
Ohio
$7.04M -$507K -8,353 -7%
25 26
27
28 29