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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 %
MPIA
676
Mountain Pacific Investment Advisers
Idaho
$6.33M -$434K -7,861 -6%
WF
677
WealthTrust Fairport
Ohio
$6.32M +$5.52K +100 +0.1%
CG
678
Cutler Group
California
$6.27M -$18.1M -328,940 -74%
PWLP
679
Prio Wealth Limited Partnership
Massachusetts
$6.27M -$126K -2,291 -2%
AA
680
Ancora Advisors
Ohio
$6.25M -$4.14M -75,040 -40%
EARNEST Partners
681
EARNEST Partners
Georgia
$6.24M -$837K -15,169 -12%
SCM
682
Schnieders Capital Management
California
$6.23M -$28.5K -517 -0.5%
BC
683
Beaconlight Capital
New York
$6.17M +$2.17M +39,350 +54%
RWP
684
RWA Wealth Partners
Massachusetts
$6.16M +$474K +8,596 +8%
OWD
685
Osborn Williams & Donohoe
Ohio
$6.09M -$658K -11,923 -10%
BFA
686
Bragg Financial Advisors
North Carolina
$6.09M -$4.19K -76 -0.1%
WA
687
Wasatch Advisors
Utah
$6.08M +$907K +16,438 +18%
RCA
688
Rowland Carmichael Advisors
Arizona
$6.08M +$165 +3 +0%
QF
689
QVT Financial
New York
$6.05M -$1.77M -32,002 -23%
CIA
690
Capital Investment Advisors
Georgia
$6.01M -$288K -5,231 -5%
BSPF
691
British Steel Pension Fund
United Kingdom
$5.99M -$1.49M -26,978 -20%
CCM
692
Catawba Capital Management
Virginia
$5.98M +$3.86K +70 +0.1%
RSVP
693
Ramsay Stattman Vela & Price
Colorado
$5.97M +$186K +3,378 +3%
ISB
694
Iowa State Bank
Iowa
$5.95M -$3.59K -65 -0.1%
Group One Trading
695
Group One Trading
Illinois
$5.91M +$4.32M +78,352 +271%
ECM
696
ETrade Capital Management
Virginia
$5.91M +$232K +4,200 +4%
PFM
697
Parsec Financial Management
North Carolina
$5.87M +$807K +14,634 +16%
UAS
698
United Asset Strategies
New York
$5.85M +$32.7K +592 +0.6%
BCM
699
Bowie Capital Management
Texas
$5.85M – – –
CIA
700
Cascade Investment Advisors
Oregon
$5.83M -$74.9K -1,307 -1%
26 27
28
29 30