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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 %
AIA
826
Allied Investment Advisors
Montana
$4.3M +$4.3M +70,825 New
EFS
827
Essex Financial Services
Connecticut
$4.28M -$263K -4,330 -6%
B
828
Brightworth
Georgia
$4.28M +$71.6K +1,180 +2%
SAM
829
Solaris Asset Management
New York
$4.26M +$341K +5,615 +9%
Jacobs Levy Equity Management
830
Jacobs Levy Equity Management
New Jersey
$4.26M -$14.3M -235,490 -77%
BHWM
831
Bar Harbor Wealth Management
New Hampshire
$4.25M -$193K -3,184 -4%
GP
832
Girard Partners
Pennsylvania
$4.24M -$184K -3,035 -4%
BOH
833
Bank of Hawaii
Hawaii
$4.24M -$152K -2,504 -3%
FAAS
834
First Allied Advisory Services
California
$4.24M +$242K +3,992 +6%
MCM
835
McMillion Capital Management
North Carolina
$4.23M +$67.8K +1,117 +2%
LCP
836
Legacy Capital Partners
Wisconsin
$4.23M +$46.7K +770 +1%
CG
837
Cutler Group
California
$4.2M -$2.7M -44,584 -39%
RCM
838
Riverhead Capital Management
Delaware
$4.18M +$36.4K +600 +0.9%
SCI
839
Stableford Capital II
Arizona
$4.15M +$172K +2,830 +4%
WC
840
Whitney & Co
New York
$4.15M -$286K -4,708 -6%
BCM
841
Boltwood Capital Management
California
$4.08M +$5.76K +95 +0.1%
TSS
842
Two Sigma Securities
New York
$4.04M +$4.04M +66,651 New
GEM
843
Global Endowment Management
North Carolina
$4.04M -$376K -6,200 -9%
CT
844
Coastline Trust
Rhode Island
$3.98M +$68.6K +1,130 +2%
BAS
845
Brown Advisory Securities
Maryland
$3.98M +$129K +2,137 +3%
IAM
846
Integre Asset Management
New York
$3.97M +$85K +1,401 +2%
VNA
847
Valley National Advisers
Pennsylvania
$3.96M -$55.8K -920 -1%
PVH
848
Psagot Value Holdings
Israel
$3.92M +$251K +4,135 +7%
TH
849
Timber Hill
Connecticut
$3.91M +$3.91M +64,485 New
NCM
850
Northside Capital Management
Oregon
$3.89M +$2.19M +36,160 +129%
32 33
34
35 36