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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 %
BOIA
701
Bush ODonnell Investment Advisors
Missouri
$5.82M -$1.14M -20,690 -16%
Ninety One (UK)
702
Ninety One (UK)
United Kingdom
$5.82M +$348K +6,314 +6%
MBI
703
Montrusco Bolton Investments
Quebec, Canada
$5.8M -$1.3M -23,625 -18%
CIM
704
Cambria Investment Management
California
$5.75M +$330K +5,982 +6%
CA
705
Cornerstone Advisors
North Carolina
$5.73M -$552K -10,000 -9%
FCBT
706
First Citizens Bank & Trust
North Carolina
$5.71M +$10.1K +184 +0.2%
FAM
707
Foresters Asset Management
Ontario, Canada
$5.68M +$2.48M +35,950 +78%
IFAM
708
Institutional & Family Asset Management
Colorado
$5.67M +$62.1K +1,126 +1%
AC
709
AFAM Capital
Texas
$5.66M +$31.3K +568 +0.6%
OIM
710
Opus Investment Management
Massachusetts
$5.65M – – –
SAM
711
Silvercrest Asset Management
New York
$5.65M -$312K -5,656 -5%
IA
712
IFP Advisors
Florida
$5.65M -$555K -10,071 -9%
PAM
713
Peak Asset Management
Colorado
$5.65M +$187K +3,382 +3%
CIS
714
Capital International Sarl
California
$5.65M -$678K -12,300 -11%
BMO
715
Beck Mack & Oliver
New York
$5.62M +$153K +2,775 +3%
OMCS
716
Old Mutual Customised Solutions
South Africa
$5.61M +$215K +3,900 +4%
AC
717
Alley Company
Illinois
$5.59M +$43.5K +788 +0.8%
SWP
718
Stratos Wealth Partners
Ohio
$5.59M -$589K -10,685 -10%
VIA
719
Virtus Investment Advisers
Connecticut
$5.55M -$526K -9,543 -9%
EFIC
720
Eliot Finkel Investment Counsel
California
$5.53M -$103K -1,860 -2%
FWM
721
Frontier Wealth Management
Missouri
$5.52M +$157K +2,841 +3%
NSEDCP
722
NJ State Employees Deferred Compensation Plan
New Jersey
$5.52M – – –
MML Investors Services
723
MML Investors Services
Massachusetts
$5.49M +$133K +2,412 +2%
DIA
724
Dean Investment Associates
Ohio
$5.48M -$19.5K -354 -0.4%
SIG
725
Schaller Investment Group
North Carolina
$5.48M -$838K -15,200 -13%
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