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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 %
APP
801
Avantax Planning Partners
Iowa
$4.13M -$454K -8,225 -10%
SFS
802
Sowell Financial Services
Arkansas
$4.12M +$420K +7,465 +11%
CA
803
Cullinan Associates
Kentucky
$4.1M -$4.56M -82,695 -53%
AA
804
Apriem Advisors
California
$4.08M -$543K -9,844 -12%
WC
805
Whitney & Co
New York
$4.05M – – –
BHWM
806
Bar Harbor Wealth Management
New Hampshire
$4.04M -$874K -15,854 -18%
LNWWM
807
Laird Norton Wetherby Wealth Management
California
$4.02M -$56.3K -1,021 -1%
GP
808
Girard Partners
Pennsylvania
$4.02M -$148K -2,692 -4%
GEM
809
Global Endowment Management
North Carolina
$4.01M -$579K -10,500 -13%
BOH
810
Bank of Hawaii
Hawaii
$3.99M +$972K +17,632 +32%
UAM
811
UAS Asset Management
New York
$3.99M -$1.96M -35,560 -33%
SG
812
Somerset Group
Minnesota
$3.98M – – –
VFA
813
Valeo Financial Advisors
Indiana
$3.94M +$3.94M +71,399 New
AAA
814
Adams Asset Advisors
Texas
$3.9M -$678K -12,296 -15%
RA
815
Rational Advisors
New York
$3.85M +$2.7M +48,963 +235%
AWM
816
Arbor Wealth Management
Florida
$3.84M +$53K +981 +1%
CS
817
Comerica Securities
Michigan
$3.83M +$2.73M +49,478 +248%
EWM
818
Endurance Wealth Management
Rhode Island
$3.83M -$571K -10,358 -13%
B
819
Brightworth
Georgia
$3.82M +$3.82M +69,346 New
LCP
820
Legacy Capital Partners
Wisconsin
$3.8M -$30.9K -560 -0.8%
MCM
821
McMillion Capital Management
North Carolina
$3.79M -$11.6K -210 -0.3%
RCM
822
Riverhead Capital Management
Delaware
$3.77M -$207K -3,752 -5%
WSTAM
823
Wilbanks Smith & Thomas Asset Management
Virginia
$3.76M +$105K +1,897 +3%
QOP
824
Quinn Opportunity Partners
Virginia
$3.72M – – –
BCM
825
Boltwood Capital Management
California
$3.71M +$13.8K +250 +0.4%
31 32
33
34 35