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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 %
PTCG
901
Pring Turner Capital Group
California
$3.01M -$225K -4,075 -7%
SAM
902
Sawgrass Asset Management
Florida
$3.01M -$13.8K -250 -0.5%
FSCM
903
Front Street Capital Management
Montana
$2.98M -$43.8K -794 -1%
FCMT
904
Founders Capital Management (Texas)
Texas
$2.97M +$318K +5,760 +12%
CAM
905
Carret Asset Management
New York
$2.97M +$79.8K +1,446 +3%
Twin Tree Management
906
Twin Tree Management
Texas
$2.95M -$1.3M -23,604 -31%
RBA
907
Richard Bernstein Advisors
New York
$2.94M – – –
CNBT
908
Canandaigua National Bank & Trust
New York
$2.94M -$107K -1,935 -4%
PCTC
909
Perkins Coie Trust Company
Washington
$2.93M +$19.4K +352 +0.7%
TP
910
Truvvo Partners
New York
$2.93M – – –
IC
911
Intersect Capital
California
$2.93M +$1.77K +32 +0.1%
SCM
912
Sterneck Capital Management
Missouri
$2.91M +$692K +12,550 +31%
LOAME
913
Lombard Odier Asset Management (Europe)
United Kingdom
$2.9M – – –
NA
914
NewEdge Advisors
Louisiana
$2.89M +$51.7K +937 +2%
CTC
915
Central Trust Company
Missouri
$2.88M -$280K -5,081 -9%
EGM
916
Engineers Gate Manager
New York
$2.87M +$2.87M +52,083 New
PJSIMP
917
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.87M -$242K -4,384 -8%
BJL
918
Brighton Jones LLC
Washington
$2.87M +$439K +7,957 +18%
VFM
919
Viking Fund Management
North Dakota
$2.87M -$221K -4,000 -7%
ST
920
Spot Trading
Illinois
$2.86M +$109K +1,971 +4%
SHCM
921
Stokes & Hubbell Capital Management
Louisiana
$2.85M +$15.9K +288 +0.6%
MBTD
922
Mechanics Bank - Trust Department
California
$2.84M -$45.8K -830 -2%
WP
923
WealthSource Partners
California
$2.83M -$25.3K -459 -0.9%
SCA
924
Sage Capital Advisors
South Dakota
$2.81M +$410K +7,434 +17%
VF
925
Virtu Financial
New York
$2.81M +$1.47M +26,698 +110%
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