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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 %
YIA
851
YHB Investment Advisors
Connecticut
$3.89M -$68.4K -1,128 -2%
SGCA
852
Steel Grove Capital Advisors
Tennessee
$3.89M +$1.52K +25 +0%
CBB
853
Citizens Business Bank
California
$3.87M -$190K -3,136 -5%
PPSG
854
Princeton Portfolio Strategies Group
New Jersey
$3.87M -$20.6K -339 -0.5%
ECM
855
Elgethun Capital Management
South Dakota
$3.86M -$26.7K -436 -0.7%
BPCA
856
Bank Pictet & Cie (Asia)
Singapore
$3.84M -$7.89K -130 -0.2%
GIM
857
Guardian Investment Management
California
$3.84M +$47.4K +782 +1%
BCCM
858
Bridge Creek Capital Management
Massachusetts
$3.84M -$87.7K -1,445 -2%
AC
859
Alexandria Capital
Virginia
$3.82M +$3.71M +61,204 +3,560%
CNC
860
Citizens & Northern Corp
Pennsylvania
$3.8M +$59.5K +980 +2%
WPC
861
Waters Parkerson & Co
Louisiana
$3.8M -$125K -2,061 -3%
DR
862
Davis Rea
Ontario, Canada
$3.79M +$2.63M +43,390 +227%
DS
863
DRW Securities
Illinois
$3.77M +$3.77M +62,112 New
OCM
864
Olstein Capital Management
New York
$3.76M +$3.76M +62,000 New
CAMG
865
CWA Asset Management Group
Florida
$3.76M +$288K +4,749 +8%
ACM
866
Argyle Capital Management
Pennsylvania
$3.76M – – –
KC
867
Kepos Capital
New York
$3.75M +$2.63M +43,371 +234%
LIM
868
Leavell Investment Management
Alabama
$3.75M -$71K -1,171 -2%
AAA
869
Adams Asset Advisors
Texas
$3.74M -$548K -9,029 -13%
SCA
870
Stonebridge Capital Advisors
Minnesota
$3.74M +$37.6K +620 +1%
CIC
871
Chilton Investment Company
Connecticut
$3.74M +$19K +313 +0.5%
AP
872
Appleton Partners
Massachusetts
$3.74M -$278K -4,580 -7%
CTA
873
Chesley Taft & Associates
Illinois
$3.74M -$202K -3,329 -5%
CFA
874
Carroll Financial Associates
North Carolina
$3.73M -$191K -3,141 -5%
TNBTD
875
Trustmark National Bank Trust Department
Mississippi
$3.73M -$187K -3,090 -5%
33 34
35
36 37