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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 %
NI
726
Numeric Investors
Massachusetts
$6.02M -$13.1M -215,500 -68%
WCM
727
Weik Capital Management
Pennsylvania
$5.98M +$2.25K +37 +0%
OMCS
728
Old Mutual Customised Solutions
South Africa
$5.98M -$188K -3,100 -3%
BCM
729
Buckhead Capital Management
Georgia
$5.97M +$373K +6,150 +7%
QF
730
QVT Financial
New York
$5.96M -$692K -11,410 -10%
BOIA
731
Bush ODonnell Investment Advisors
Missouri
$5.95M -$449K -7,405 -7%
NCM
732
Narwhal Capital Management
Georgia
$5.94M +$547K +9,017 +10%
SIG
733
Schaller Investment Group
North Carolina
$5.94M -$87.2K -1,438 -1%
ACP
734
Ashfield Capital Partners
California
$5.94M -$82.1K -1,353 -1%
PC
735
Packer & Co
Australia
$5.93M – – –
AP
736
Advisor Partners
California
$5.92M +$687K +10,691 +13%
CCP
737
Corient Capital Partners
California
$5.9M +$193K +3,177 +3%
MHIC
738
Marble Harbor Investment Counsel
Massachusetts
$5.87M -$12.1K -200 -0.2%
AIP
739
Ameritas Investment Partners
Nebraska
$5.86M -$354K -5,938 -6%
CIA
740
Cascade Investment Advisors
Oregon
$5.79M -$662K -10,427 -10%
PGFC
741
Peapack-Gladstone Financial Corp
New Jersey
$5.78M -$43.2K -712 -0.7%
JCP
742
Jabre Capital Partners
Switzerland
$5.76M -$9.1M -150,000 -61%
FG
743
Fiduciary Group
Georgia
$5.75M +$35K +577 +0.6%
BCP
744
Blue Chip Partners
Michigan
$5.74M -$152K -2,499 -3%
SPIA
745
Steward Partners Investment Advisory
New York
$5.74M +$59.3K +978 +1%
LBC
746
Lowe Brockenbrough & Co
Virginia
$5.71M – – –
AT
747
Arden Trust
Delaware
$5.7M -$61.9K -1,020 -1%
FCBT
748
First Citizens Bank & Trust
North Carolina
$5.69M -$584K -9,621 -9%
HCM
749
Hutner Capital Management
Vermont
$5.68M +$31.8K +525 +0.6%
HVIA
750
Hudson Valley Investment Advisors
New York
$5.67M -$230K -3,798 -4%
28 29
30
31 32