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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 %
FAM
926
Fred Alger Management
New York
$2.81M -$90.8K -1,647 -3%
CII
927
Capital International Inc
California
$2.8M -$800K -14,500 -22%
SMG
928
Spectrum Management Group
Indiana
$2.8M +$2.27M +41,230 +432%
OCM
929
Oskie Capital Management
New York
$2.8M +$55.2K +1,000 +2%
JIC
930
JRM Investment Counsel
Nebraska
$2.79M -$465K -8,428 -14%
CCM
931
Cohen Capital Management
California
$2.79M – – –
CL
932
CPWM LLC
Washington
$2.79M -$315K -5,706 -10%
SC
933
Sessa Capital
New York
$2.76M -$2.76M -50,000 -50%
JIM
934
Jupiter Investment Management
United Kingdom
$2.75M -$439K -7,958 -14%
HWA
935
HCR Wealth Advisors
California
$2.75M -$18.8K -340 -0.7%
SC
936
Savant Capital
Illinois
$2.74M +$11.6K +210 +0.4%
MRCM
937
M&R Capital Management
New Jersey
$2.74M -$81.5K -1,483 -3%
NB
938
Nicolet Bankshares
Wisconsin
$2.74M -$225K -4,085 -8%
IAA
939
Independent Advisor Alliance
North Carolina
$2.73M +$335K +6,071 +14%
BS
940
Banco Santander
Spain
$2.73M +$133K +2,410 +5%
VHAM
941
Van Hulzen Asset Management
California
$2.72M +$2.42M +43,818 +797%
AI
942
Atria Investments
North Carolina
$2.72M +$182K +3,298 +7%
CCM
943
Compton Capital Management
Rhode Island
$2.71M -$60.8K -1,103 -2%
TSWM
944
Triangle Securities Wealth Management
North Carolina
$2.71M +$16.1K +291 +0.6%
FPB
945
First PREMIER Bank
South Dakota
$2.7M +$166K +3,017 +7%
BA
946
Bristol Advisors
Pennsylvania
$2.68M +$2.29M +41,600 +603%
CC
947
Cannell & Co
New York
$2.67M – – –
ARTA
948
A.R.T. Advisors
New York
$2.67M +$2.67M +48,400 New
RAM
949
Roanoke Asset Management
New Jersey
$2.66M -$215K -3,897 -7%
CSM
950
CAMG Solamere Management
North Carolina
$2.64M -$302K -5,465 -10%
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