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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 %
ONB
801
Old National Bancorp
Indiana
$4.61M -$158K -2,608 -3%
GI
802
GS Investments
Minnesota
$4.6M -$14.3K -235 -0.3%
CONA
803
Capital One National Association
New York
$4.58M -$720K -11,871 -14%
AWM
804
Avior Wealth Management
Nebraska
$4.57M +$633K +10,463 +16%
TA
805
TRB Advisors
New York
$4.55M +$4.55M +75,000 New
Acadian Asset Management
806
Acadian Asset Management
Massachusetts
$4.55M -$13.6M -224,690 -75%
BOTW
807
Bank of the West
California
$4.54M -$468K -7,722 -9%
DCM
808
Donaldson Capital Management
Indiana
$4.53M -$306K -5,038 -6%
AAM
809
Autus Asset Management
Arizona
$4.53M -$208K -3,422 -4%
JIC
810
Johnson Investment Counsel
Ohio
$4.51M -$175K -2,881 -4%
DAM
811
Doheny Asset Management
California
$4.48M +$3.21M +52,861 +251%
LNWWM
812
Laird Norton Wetherby Wealth Management
California
$4.48M +$54.5K +899 +1%
PTC
813
Private Trust Company
Ohio
$4.47M -$110K -1,820 -2%
CIM
814
CenturyLink Investment Management
Colorado
$4.44M -$685K -11,290 -13%
MIAN
815
Mariner Independent Advisor Network
Kansas
$4.43M +$3.35M +55,171 +310%
RVM
816
Robinson Value Management
Texas
$4.42M -$134K -2,217 -3%
CRC
817
Curi RMB Capital
Illinois
$4.41M -$7.5M -123,650 -63%
WSTAM
818
Wilbanks Smith & Thomas Asset Management
Virginia
$4.4M +$264K +4,356 +6%
SIC
819
SFE Investment Counsel
California
$4.39M -$946K -15,590 -18%
BA
820
Bristol Advisors
Pennsylvania
$4.36M +$1.42M +23,400 +48%
SG
821
Somerset Group
Minnesota
$4.36M -$15.2K -250 -0.3%
SC
822
Sovarnum Capital
New York
$4.36M +$4.36M +71,800 New
GRP
823
Global Retirement Partners
California
$4.35M +$2.72M +44,907 +168%
CS
824
Comerica Securities
Michigan
$4.34M +$129K +2,133 +3%
AWM
825
Arbor Wealth Management
Florida
$4.32M +$12.7K +209 +0.3%
31 32
33
34 35