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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 %
BHA
901
Beech Hill Advisors
New York
$3.49M -$28.8K -475 -0.8%
TAM
902
Tiverton Asset Management
Delaware
$3.43M +$3.43M +56,590 New
AIA
903
Allegis Investment Advisors
Idaho
$3.43M -$4.8M -79,186 -58%
H
904
HoyleCohen
California
$3.42M +$3.42M +56,442 New
WI
905
WBI Investments
New Jersey
$3.41M +$3.41M +56,241 New
RC
906
RegentAtlantic Capital
New Jersey
$3.4M -$276K -4,550 -8%
SYBT
907
Stock Yards Bank & Trust
Kentucky
$3.39M -$36.8K -607 -1%
LWCFA
908
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.38M -$98.5K -1,624 -3%
AAP
909
Arax Advisory Partners
Colorado
$3.38M +$10.1K +167 +0.3%
EWM
910
Endurance Wealth Management
Rhode Island
$3.37M -$840K -13,844 -20%
CSS
911
Cubist Systematic Strategies
Connecticut
$3.36M +$3.3M +54,411 +5,387%
MCP
912
Mirador Capital Partners
California
$3.34M -$35.2K -581 -1%
PSF
913
Pacific Sun Financial
California
$3.34M +$3.34M +55,055 New
NIS
914
National Investment Services
Wisconsin
$3.33M +$988K +16,278 +42%
VF
915
Virtu Financial
New York
$3.32M +$233K +3,842 +8%
PTCG
916
Pring Turner Capital Group
California
$3.32M +$4.55K +75 +0.1%
JIC
917
JRM Investment Counsel
Nebraska
$3.32M +$247K +4,075 +8%
VHAM
918
Van Hulzen Asset Management
California
$3.31M +$316K +5,205 +11%
MA
919
Montag & Associates
Georgia
$3.28M -$549K -9,050 -14%
NA
920
NewEdge Advisors
Louisiana
$3.28M +$33.7K +544 +1%
BRM
921
Boston Research & Management
Massachusetts
$3.28M -$155K -2,550 -5%
FCMT
922
Founders Capital Management (Texas)
Texas
$3.28M +$5.46K +90 +0.2%
SAM
923
Sawgrass Asset Management
Florida
$3.26M -$57.6K -950 -2%
AC
924
Avenir Corporation
Virginia
$3.25M -$75.8K -1,250 -2%
WCP
925
Welch Capital Partners
New York
$3.24M +$3.24M +53,430 New
35 36
37
38 39