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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 %
SCI
676
S&CO Inc
Massachusetts
$7.03M -$17K -280 -0.2%
PFM
677
Parsec Financial Management
North Carolina
$7.03M +$567K +9,350 +9%
SCM
678
Schnieders Capital Management
California
$6.99M +$134K +2,216 +2%
ACM
679
Aquamarine Capital Management
New York
$6.98M – – –
FFBTD
680
First Financial Bank - Trust Division
Ohio
$6.93M -$181K -2,978 -3%
B
681
Barings
North Carolina
$6.92M -$6.32M -104,100 -48%
CCM
682
Chilton Capital Management
Texas
$6.92M -$748K -12,322 -10%
CA
683
Clearstead Advisors
Ohio
$6.86M -$657K -10,826 -9%
W
684
Wealthfront
California
$6.78M +$923K +15,205 +16%
WF
685
WealthTrust Fairport
Ohio
$6.73M -$227K -3,736 -3%
PWLP
686
Prio Wealth Limited Partnership
Massachusetts
$6.7M -$192K -3,166 -3%
GH
687
GAM Holding
Switzerland
$6.7M +$1.48M +24,458 +28%
RCA
688
Rowland Carmichael Advisors
Arizona
$6.69M +$182 +3 +0%
MML Investors Services
689
MML Investors Services
Massachusetts
$6.64M +$606K +9,996 +10%
ISB
690
Iowa State Bank
Iowa
$6.62M +$74.6K +1,229 +1%
IFAM
691
Institutional & Family Asset Management
Colorado
$6.62M +$379K +6,251 +6%
AMM
692
American Money Management
California
$6.6M +$3M +49,428 +83%
BSPF
693
British Steel Pension Fund
United Kingdom
$6.59M – – –
CIM
694
Cambria Investment Management
California
$6.57M +$235K +3,870 +4%
PAG
695
Private Advisor Group
New Jersey
$6.55M -$3.58M -57,895 -35%
HRC
696
Hoertkorn Richard Charles
$6.54M -$432K -7,115 -6%
RWP
697
RWA Wealth Partners
Massachusetts
$6.5M -$274K -4,510 -4%
BCM
698
Bowie Capital Management
Texas
$6.49M +$60.7K +1,000 +0.9%
CIA
699
Capital Investment Advisors
Georgia
$6.48M -$134K -2,201 -2%
BFA
700
Bragg Financial Advisors
North Carolina
$6.45M -$246K -4,060 -4%
26 27
28
29 30