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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 %
CBB
826
Citizens Business Bank
California
$3.7M +$354K +6,411 +11%
FAAS
827
First Allied Advisory Services
California
$3.65M -$470K -8,512 -11%
AP
828
Appleton Partners
Massachusetts
$3.65M -$2.15M -38,904 -37%
VNA
829
Valley National Advisers
Pennsylvania
$3.65M -$210K -3,814 -5%
SCI
830
Stableford Capital II
Arizona
$3.62M +$392K +7,115 +12%
AIM
831
ARGA Investment Management
Connecticut
$3.62M -$116K -2,100 -3%
YIA
832
YHB Investment Advisors
Connecticut
$3.6M -$175K -3,174 -5%
CFA
833
Carroll Financial Associates
North Carolina
$3.58M -$7.92K -143 -0.2%
AWM
834
Avior Wealth Management
Nebraska
$3.58M +$50.8K +923 +1%
CTA
835
Chesley Taft & Associates
Illinois
$3.58M -$2.6M -47,148 -42%
BCCM
836
Bridge Creek Capital Management
Massachusetts
$3.57M +$9.65K +175 +0.3%
WPC
837
Waters Parkerson & Co
Louisiana
$3.57M +$24.2K +439 +0.7%
SAM
838
Solaris Asset Management
New York
$3.56M +$282K +5,105 +9%
TNBTD
839
Trustmark National Bank Trust Department
Mississippi
$3.56M -$1.97M -35,715 -36%
CT
840
Coastline Trust
Rhode Island
$3.56M +$49.9K +905 +1%
PPSG
841
Princeton Portfolio Strategies Group
New Jersey
$3.54M +$16.5K +300 +0.5%
IAM
842
Integre Asset Management
New York
$3.54M -$1.11M -20,145 -24%
SGCA
843
Steel Grove Capital Advisors
Tennessee
$3.54M -$7.83K -142 -0.2%
ECAM
844
East Coast Asset Management
Massachusetts
$3.53M -$430K -7,801 -11%
BAS
845
Brown Advisory Securities
Maryland
$3.52M +$416K +7,522 +13%
ECM
846
Elgethun Capital Management
South Dakota
$3.51M +$47.6K +863 +1%
BPCA
847
Bank Pictet & Cie (Asia)
Singapore
$3.5M -$539K -9,777 -13%
Bessemer Group
848
Bessemer Group
New Jersey
$3.49M -$122M -2,215,053 -97%
KFC
849
Klingenstein Fields & Co
New York
$3.49M +$169K +3,060 +5%
MA
850
Montag & Associates
Georgia
$3.48M -$13.6K -246 -0.4%
32 33
34
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