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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 %
AMAL
776
Asset Management Advisors LLC
Oklahoma
$5.08M +$92.8K +1,530 +2%
WS
777
Wedbush Securities
California
$5.07M +$33.3K +549 +0.7%
KOCAA
778
Knights of Columbus Asset Advisors
Connecticut
$5.07M +$270K +4,450 +6%
BFM
779
Boston Financial Management
Massachusetts
$4.99M -$119K -1,962 -2%
GCIA
780
Gabelli & Co Investment Advisers
New York
$4.97M – – –
WJA
781
Williams Jones & Associates
New York
$4.95M -$309K -5,100 -6%
BCM
782
BTC Capital Management
Iowa
$4.93M +$99.7K +1,642 +2%
1SB
783
1ST Source Bank
Indiana
$4.93M -$391K -6,440 -7%
AIM
784
Avity Investment Management
Connecticut
$4.89M -$81.9K -1,350 -2%
CIA
785
Choate Investment Advisors
Massachusetts
$4.88M -$957K -15,768 -16%
Cerity Partners
786
Cerity Partners
New York
$4.88M -$885K -14,590 -15%
RCM
787
Red Cedar Management
Utah
$4.85M +$4.85M +80,000 New
WF
788
WoodTrust Financial
Wisconsin
$4.85M +$4.85M +79,936 New
PTB
789
Pioneer Trust Bank
Oregon
$4.83M -$622K -10,259 -11%
GIP
790
Greatmark Investment Partners
Georgia
$4.82M -$154K -2,545 -3%
SFS
791
Sowell Financial Services
Arkansas
$4.8M +$110K +1,714 +2%
ECM
792
Evergreen Capital Management
Washington
$4.78M -$1.17M -19,289 -20%
BMO
793
Beck Mack & Oliver
New York
$4.78M -$1.41M -23,226 -23%
KJHP
794
K.J. Harrison & Partners
Ontario, Canada
$4.76M -$3M -49,415 -39%
AT
795
Argent Trust
Texas
$4.74M -$35.8K -590 -0.7%
MPIA
796
Mountain Pacific Investment Advisers
Idaho
$4.74M -$2.23M -36,735 -32%
RBA
797
Richard Bernstein Advisors
New York
$4.69M +$1.45M +23,868 +45%
MI
798
M3F Inc
Utah
$4.67M -$3.03M -50,000 -39%
IA
799
IFP Advisors
Florida
$4.64M -$1.58M -26,050 -25%
JG
800
Jefferies Group
New York
$4.62M -$701K -11,547 -13%
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