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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 %
AC
951
Abbrea Capital
California
$2.63M -$6.89K -125 -0.3%
TYCC
952
Texas Yale Capital Corp
Florida
$2.62M -$2.81K -51 -0.1%
JFGIW
953
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.61M -$182K -3,307 -7%
BDF
954
Balasa Dinverno & Foltz
$2.6M +$5.13K +93 +0.2%
IC
955
Investment Counsel
Michigan
$2.6M -$80K -1,450 -3%
BIC
956
Bridges Investment Counsel
Nebraska
$2.6M -$3.62M -65,642 -58%
CIP
957
Capital Insight Partners
Arizona
$2.59M -$43.1K -781 -2%
DIA
958
Dana Investment Advisors
Wisconsin
$2.59M -$35.9K -651 -1%
CIP
959
Convergence Investment Partners
Florida
$2.59M +$5.51K +100 +0.2%
TA
960
Tiedemann Advisors
New York
$2.58M -$1.89M -40,556 -42%
TRIM
961
Thompson Rubinstein Investment Management
Oregon
$2.58M – – –
SFM
962
Signature Financial Management
Virginia
$2.57M +$53.8K +1,023 +2%
WKWM
963
Walter & Keenan Wealth Management
Indiana
$2.56M +$52.8K +958 +2%
GT
964
Greenleaf Trust
Michigan
$2.55M +$985K +17,854 +63%
MC
965
Moors & Cabot
Massachusetts
$2.54M +$589K +10,655 +30%
SAM
966
Security Asset Management
New York
$2.54M – – –
OA
967
Outfitter Advisors
Virginia
$2.53M -$160K -2,900 -6%
SSB
968
Sandy Spring Bank
Maryland
$2.52M -$2.1K -38 -0.1%
NCMW
969
Northern Capital Management (Wisconsin)
Wisconsin
$2.52M +$474K +8,600 +23%
NIC
970
Northwest Investment Counselors
Oregon
$2.51M -$10.9K -197 -0.4%
Lido Advisors
971
Lido Advisors
California
$2.5M +$400K +7,129 +19%
AWM
972
Altavista Wealth Management
North Carolina
$2.5M -$42.4K -769 -2%
BTNA
973
Bremer Trust National Association
Minnesota
$2.5M -$433K -7,851 -15%
ACM
974
Alpha Capital Management
Texas
$2.5M +$8K +145 +0.3%
OLA
975
Oliver Luxxe Assets
New Jersey
$2.49M +$2.49M +45,174 New
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