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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 %
KLI
876
Kelman-Lazarov Inc
Tennessee
$3.71M -$6.07K -100 -0.2%
CHC
877
City Holding Co
West Virginia
$3.69M +$96.8K +1,596 +3%
RIM
878
Rampart Investment Management
Connecticut
$3.68M +$314K +5,170 +9%
RC
879
Roundview Capital
New Jersey
$3.67M +$15K +248 +0.4%
CW
880
Cobiz Wealth
Colorado
$3.66M -$4.44M -73,123 -55%
GJIC
881
Gamble Jones Investment Counsel
California
$3.66M +$124K +2,043 +4%
RCC
882
Red Cedar Capital
Nebraska
$3.65M +$3.65M +60,136 New
RG
883
Rathbones Group
United Kingdom
$3.65M +$100K +1,651 +3%
HT
884
Heritage Trust
Oklahoma
$3.64M -$105K -1,730 -3%
SB
885
Simmons Bank
Arkansas
$3.64M -$48.8K -804 -1%
SACTSONJ
886
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.64M +$303K +5,000 +9%
FC
887
Fore Capital
New York
$3.64M +$3.64M +60,000 New
AAMA
888
Advanced Asset Management Advisors
Ohio
$3.63M +$3.63M +59,800 New
CB
889
Cadence Bank
Mississippi
$3.61M +$3.61M +59,516 New
KM
890
Kalos Management
Georgia
$3.6M +$37.9K +627 +1%
LG
891
LaFleur & Godfrey
Michigan
$3.57M +$35K +577 +1%
ASA
892
Armstrong Shaw Associates
Connecticut
$3.56M +$16.9K +278 +0.5%
KFC
893
Klingenstein Fields & Co
New York
$3.55M -$285K -4,690 -7%
SCM
894
Southport Capital Management
Tennessee
$3.55M +$57.9K +954 +2%
DP
895
DDD Partners
Washington
$3.54M +$3.54M +58,293 New
BBA
896
BLB&B Advisors
Pennsylvania
$3.54M -$237K -3,908 -6%
Bessemer Group
897
Bessemer Group
New Jersey
$3.53M -$313K -5,161 -8%
MWM
898
Mission Wealth Management
California
$3.51M -$66.5K -1,096 -2%
WIA
899
Wealthstreet Investment Advisors
Texas
$3.51M +$3.51M +57,838 New
JIM
900
Jupiter Investment Management
United Kingdom
$3.5M +$473K +7,802 +16%
34 35
36
37 38