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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 %
LIM
851
Leavell Investment Management
Alabama
$3.47M +$65.5K +1,188 +2%
CWM
852
Calamos Wealth Management
Illinois
$3.46M -$1.87M -33,842 -35%
GIM
853
Guardian Investment Management
California
$3.45M – – –
WSL
854
Western Standard LLC
California
$3.44M +$1.69M +30,653 +97%
BBA
855
BLB&B Advisors
Pennsylvania
$3.43M +$20.5K +372 +0.6%
ACM
856
Argyle Capital Management
Pennsylvania
$3.42M -$22.1K -400 -0.6%
HT
857
Heritage Trust
Oklahoma
$3.41M -$14.6K -265 -0.4%
CNC
858
Citizens & Northern Corp
Pennsylvania
$3.4M -$60.8K -1,102 -2%
CIC
859
Chilton Investment Company
Connecticut
$3.38M -$287K -5,212 -8%
KLI
860
Kelman-Lazarov Inc
Tennessee
$3.38M -$158K -2,861 -4%
SCA
861
Stonebridge Capital Advisors
Minnesota
$3.37M -$26.4K -478 -0.8%
SB
862
Simmons Bank
Arkansas
$3.35M +$33.3K +603 +1%
FC
863
FIC Capital
New York
$3.35M +$62K +1,125 +2%
DVM
864
Dreman Value Management
Florida
$3.34M -$217K -3,932 -6%
RC
865
RegentAtlantic Capital
New Jersey
$3.34M -$112K -2,037 -3%
PVH
866
Psagot Value Holdings
Israel
$3.33M +$14.9K +270 +0.4%
RC
867
Roundview Capital
New Jersey
$3.32M +$478K +8,663 +17%
B
868
BancorpSouth
Mississippi
$3.3M -$27.5K -499 -0.8%
SCA
869
Snowden Capital Advisors
New York
$3.3M +$1.16M +21,056 +54%
GLA
870
Great Lakes Advisors
Illinois
$3.28M -$43.8M -793,961 -93%
AMM
871
American Money Management
California
$3.27M +$288K +5,218 +10%
CHC
872
City Holding Co
West Virginia
$3.26M +$175K +3,176 +6%
MCM
873
Monarch Capital Management
Indiana
$3.26M -$117K -2,125 -3%
HCM
874
Hodges Capital Management
Texas
$3.26M -$811K -14,698 -20%
MWM
875
Mission Wealth Management
California
$3.25M -$86.9K -1,576 -3%
33 34
35
36 37