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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 %
KM
876
Kalos Management
Georgia
$3.25M +$171K +3,109 +6%
ASA
877
Armstrong Shaw Associates
Connecticut
$3.23M -$4.46M -80,854 -58%
RG
878
Rathbones Group
United Kingdom
$3.22M -$77.8K -1,410 -2%
LG
879
LaFleur & Godfrey
Michigan
$3.21M -$5.52K -100 -0.2%
GJIC
880
Gamble Jones Investment Counsel
California
$3.21M -$420K -7,621 -12%
BHA
881
Beech Hill Advisors
New York
$3.19M +$11K +200 +0.3%
GLRA
882
Gerald L. Ray & Associates
Texas
$3.19M -$10K -182 -0.3%
SCM
883
Southport Capital Management
Tennessee
$3.17M +$39.8K +721 +1%
LWCFA
884
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.17M -$584K -10,581 -16%
PCI
885
Pacifica Capital Investments
Texas
$3.16M -$380K -6,887 -11%
CAMG
886
CWA Asset Management Group
Florida
$3.16M +$164K +2,981 +5%
MFW
887
Meristem Family Wealth
Minnesota
$3.13M +$11.9K +215 +0.4%
IT
888
Independence Trust
Tennessee
$3.13M -$15.4K -280 -0.5%
BRM
889
Boston Research & Management
Massachusetts
$3.12M -$25.4K -460 -0.8%
SYBT
890
Stock Yards Bank & Trust
Kentucky
$3.12M -$6.89K -125 -0.2%
ST
891
Sentinel Trust
Texas
$3.09M -$288K -5,228 -9%
MCP
892
Mirador Capital Partners
California
$3.09M +$239K +4,314 +8%
FFH
893
Fairfax Financial Holdings
Ontario, Canada
$3.08M – – –
LCM
894
Laurion Capital Management
New York
$3.06M +$3.06M +55,500 New
RIM
895
Rampart Investment Management
Connecticut
$3.06M +$272K +4,927 +10%
AAP
896
Arax Advisory Partners
Colorado
$3.06M +$632K +11,455 +26%
Connor, Clark & Lunn Investment Management (CC&L)
897
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.05M -$35.2M -639,011 -92%
Tudor Investment Corp
898
Tudor Investment Corp
Connecticut
$3.05M -$2.28M -41,425 -43%
SACTSONJ
899
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.03M -$594K -10,766 -16%
AC
900
Avenir Corporation
Virginia
$3.03M – – –
34 35
36
37 38