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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 %
CCMT
751
CMT Capital Markets Trading
Germany
$5.03M +$3.91M +70,986 +352%
LDB
752
Lee, Danner & Bass
Tennessee
$5.01M -$43.3K -785 -0.9%
HBT
753
Hills Bank & Trust
Iowa
$5M -$25.9K -470 -0.5%
KS
754
Karpas Strategies
Connecticut
$5M +$1.32K +24 +0%
WIC
755
Woodmont Investment Counsel
Tennessee
$4.97M +$129K +2,335 +3%
PTB
756
Pioneer Trust Bank
Oregon
$4.95M -$851K -15,430 -15%
TCOT
757
Trust Company of Toledo
Ohio
$4.92M +$239K +4,332 +5%
NCM
758
Narwhal Capital Management
Georgia
$4.9M +$213K +3,860 +5%
SWM
759
SVA Wealth Management
Wisconsin
$4.89M -$85.1K -1,543 -2%
IR
760
IAT Reinsurance
New York
$4.85M – – –
SIC
761
SFE Investment Counsel
California
$4.85M -$1.88M -34,177 -28%
JG
762
Jefferies Group
New York
$4.83M -$13.9M -252,622 -74%
1SB
763
1ST Source Bank
Indiana
$4.83M -$624K -11,307 -11%
WTB
764
Washington Trust Bank
Washington
$4.82M +$78.3K +1,419 +2%
CONA
765
Capital One National Association
New York
$4.81M -$728K -13,196 -13%
PA
766
Pinnacle Associates
New York
$4.8M -$8.23M -149,178 -63%
Carson Wealth (CWM LLC)
767
Carson Wealth (CWM LLC)
Nebraska
$4.8M -$92K -1,668 -2%
PAM
768
PVG Asset Management
Colorado
$4.79M +$1.95M +35,306 +69%
WJA
769
Williams Jones & Associates
New York
$4.78M -$259K -4,705 -5%
BCM
770
Brookmont Capital Management
Texas
$4.75M -$4.62M -83,770 -49%
GH
771
GAM Holding
Switzerland
$4.74M -$68.7M -1,246,226 -94%
CWM
772
Concentric Wealth Management
California
$4.73M -$94K -1,704 -2%
PC
773
Pecaut & Co
Iowa
$4.68M -$8.27K -150 -0.2%
CIM
774
CenturyLink Investment Management
Colorado
$4.66M – – –
KPCM
775
Kings Point Capital Management
New York
$4.65M -$92.5K -1,677 -2%
29 30
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