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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 %
Fiera Capital (Canada)
926
Fiera Capital (Canada)
Quebec, Canada
$3.24M -$105M -1,727,230 -97%
TP
927
Truvvo Partners
New York
$3.22M – – –
FSCM
928
Front Street Capital Management
Montana
$3.21M -$68.6K -1,130 -2%
TC
929
Telemus Capital
Michigan
$3.21M +$2.42M +39,851 +304%
DVM
930
Dreman Value Management
Florida
$3.21M -$466K -7,678 -13%
VAM
931
Visionary Asset Management
Texas
$3.21M +$3.21M +52,865 New
MFW
932
Meristem Family Wealth
Minnesota
$3.19M -$253K -4,165 -7%
PCTC
933
Perkins Coie Trust Company
Washington
$3.18M -$47.5K -782 -1%
CNBT
934
Canandaigua National Bank & Trust
New York
$3.17M -$57.1K -941 -2%
CAM
935
Carret Asset Management
New York
$3.16M -$105K -1,735 -3%
LOAME
936
Lombard Odier Asset Management (Europe)
United Kingdom
$3.14M -$50.9K -839 -2%
SEC
937
Seven Eight Capital
New York
$3.13M +$3.13M +51,660 New
BRWA
938
B. Riley Wealth Advisors
Florida
$3.13M -$4.09M -67,345 -57%
MBTD
939
Mechanics Bank - Trust Department
California
$3.13M – – –
Credit Agricole
940
Credit Agricole
France
$3.13M -$179M -2,955,873 -98%
SCA
941
Sage Capital Advisors
South Dakota
$3.12M +$29.1K +479 +0.9%
SHCM
942
Stokes & Hubbell Capital Management
Louisiana
$3.12M -$11.2K -185 -0.4%
IC
943
Intersect Capital
California
$3.11M -$105K -1,737 -3%
MCM
944
Monarch Capital Management
Indiana
$3.11M -$478K -7,885 -13%
CCM
945
Cohen Capital Management
California
$3.07M – – –
WKWM
946
Walter & Keenan Wealth Management
Indiana
$3.07M +$256K +4,227 +9%
CTC
947
Central Trust Company
Missouri
$3.06M -$110K -1,805 -3%
CL
948
CPWM LLC
Washington
$3.06M -$6.98K -115 -0.2%
BJL
949
Brighton Jones LLC
Washington
$3.06M -$101K -1,659 -3%
LWAC
950
Laurel Wealth Advisors (California)
California
$3.06M +$330K +5,432 +12%
36 37
38
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