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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 %
HWA
951
HCR Wealth Advisors
California
$3.04M +$10.6K +175 +0.4%
PJSIMP
952
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.03M -$128K -2,107 -4%
CIP
953
Convergence Investment Partners
Florida
$3.02M +$171K +2,817 +6%
CPC
954
Congress Park Capital
New York
$3.02M +$3.02M +49,793 New
MRCM
955
M&R Capital Management
New Jersey
$3.02M +$5.74K +95 +0.2%
GT
956
Greenleaf Trust
Michigan
$3M +$203K +3,354 +7%
TSWM
957
Triangle Securities Wealth Management
North Carolina
$3M +$25K +412 +0.8%
APP
958
Avantax Planning Partners
Iowa
$2.99M -$1.55M -25,531 -34%
SCM
959
Sterneck Capital Management
Missouri
$2.99M -$219K -3,610 -7%
CCM
960
Compton Capital Management
Rhode Island
$2.97M -$18.2K -300 -0.6%
ASN
961
Advisory Services Network
Georgia
$2.95M +$746K +12,297 +34%
CC
962
Cannell & Co
New York
$2.94M – – –
SC
963
Savant Capital
Illinois
$2.91M -$107K -1,765 -4%
ZIC
964
ZWJ Investment Counsel
Georgia
$2.91M +$171K +2,815 +6%
MWAC
965
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.9M -$5.15M -84,858 -64%
FPB
966
First PREMIER Bank
South Dakota
$2.89M -$83.7K -1,380 -3%
ECAM
967
East Coast Asset Management
Massachusetts
$2.88M -$1M -16,518 -26%
MC
968
Moors & Cabot
Massachusetts
$2.87M +$93.2K +1,538 +3%
BDF
969
Balasa Dinverno & Foltz
$2.87M +$6.61K +109 +0.2%
CIP
970
Capital Insight Partners
Arizona
$2.86M +$10.6K +174 +0.4%
DM
971
Delphi Management
Massachusetts
$2.86M +$246K +4,050 +9%
WAOTB
972
Wealth Advisors of Tampa Bay
Florida
$2.85M +$2.85M +45,938 New
WMSA
973
Weiss Multi-Strategy Advisers
New York
$2.85M +$2.85M +46,960 New
SC
974
Sawyer & Company
Massachusetts
$2.85M +$2.85M +46,912 New
BIC
975
Bridges Investment Counsel
Nebraska
$2.84M -$13.6K -225 -0.5%
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