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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 %
ACP
726
Ashfield Capital Partners
California
$5.47M -$80.2K -1,455 -1%
Mariner
727
Mariner
Kansas
$5.45M +$27.4K +497 +0.5%
WCM
728
Weik Capital Management
Pennsylvania
$5.44M +$117K +2,120 +2%
ECM
729
Evergreen Capital Management
Washington
$5.41M +$464K +8,408 +9%
PC
730
Packer & Co
Australia
$5.39M +$5.39M +97,750 New
HVIA
731
Hudson Valley Investment Advisors
New York
$5.36M -$50.5K -915 -0.9%
BCP
732
Blue Chip Partners
Michigan
$5.36M +$137K +2,482 +3%
MHIC
733
Marble Harbor Investment Counsel
Massachusetts
$5.35M -$8.27K -150 -0.2%
AIP
734
Ameritas Investment Partners
Nebraska
$5.33M +$15.3K +300 +0.3%
W
735
Wealthfront
California
$5.33M +$1.35M +24,541 +34%
CIA
736
Choate Investment Advisors
Massachusetts
$5.31M -$224K -4,070 -4%
PGFC
737
Peapack-Gladstone Financial Corp
New Jersey
$5.29M -$158K -2,864 -3%
Cerity Partners
738
Cerity Partners
New York
$5.24M +$4.86M +88,102 +1,274%
AT
739
Arden Trust
Delaware
$5.24M -$121K -2,192 -2%
MAM
740
Meeder Asset Management
Ohio
$5.22M +$3.17M +57,560 +155%
FG
741
Fiduciary Group
Georgia
$5.2M +$416K +7,545 +9%
LBC
742
Lowe Brockenbrough & Co
Virginia
$5.19M -$180K -3,268 -3%
CCP
743
Corient Capital Partners
California
$5.19M -$3.65M -66,261 -41%
BPM
744
Bowling Portfolio Management
Ohio
$5.18M -$322K -5,836 -6%
SPIA
745
Steward Partners Investment Advisory
New York
$5.16M -$1.93M -34,979 -27%
HCM
746
Hutner Capital Management
Vermont
$5.13M +$12.7K +230 +0.2%
GG
747
Greenwood Gearhart
Arkansas
$5.09M +$510K +9,253 +11%
ZCA
748
Zeke Capital Advisors
Pennsylvania
$5.09M +$2.12M +38,524 +72%
BCM
749
Buckhead Capital Management
Georgia
$5.09M -$1.71M -31,000 -25%
ACPU
750
Arrowgrass Capital Partners (US)
Delaware
$5.04M -$2.82M -51,083 -36%
28 29
30
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