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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 %
ZIC
976
ZWJ Investment Counsel
Georgia
$2.49M -$608K -11,028 -20%
MC
977
MRJ Capital
New York
$2.49M – – –
HFM
978
Hartford Financial Management
Connecticut
$2.49M +$19.3K +350 +0.8%
LWAC
979
Laurel Wealth Advisors (California)
California
$2.48M +$273K +4,959 +12%
CIC
980
Carnegie Investment Counsel
Ohio
$2.47M -$26.6K -484 -1%
PAM
981
Paradigm Asset Management
New York
$2.47M -$866K -15,700 -26%
FCH
982
Freestone Capital Holdings
Washington
$2.46M -$343K -6,213 -12%
FMWA
983
Forvis Mazars Wealth Advisors
Missouri
$2.46M +$212K +3,843 +9%
SSW
984
Smith Shellnut Wilson
Mississippi
$2.44M -$3.25K -59 -0.1%
MCM
985
Maryland Capital Management
Maryland
$2.44M -$258K -4,672 -10%
ACP
986
Arcus Capital Partners
Georgia
$2.44M +$2.44M +44,232 New
MC
987
Middleton & Co
Massachusetts
$2.43M -$179K -3,245 -7%
DSC
988
Duncker Streett & Co
Missouri
$2.41M -$13.3K -242 -0.6%
AL
989
Aspiriant LLC
California
$2.39M -$1.92M -34,822 -45%
ICOM
990
Investment Counselors of Maryland
Maryland
$2.38M -$23.4K -425 -1%
DM
991
Delphi Management
Massachusetts
$2.38M -$2.42M -43,853 -50%
DLA
992
Douglas Lane & Associates
New York
$2.37M -$2.1K -38 -0.1%
HCC
993
Hirtle Callaghan & Co
Pennsylvania
$2.37M +$2.32M +42,000 +4,449%
HCM
994
Hengehold Capital Management
Ohio
$2.36M +$38.4K +696 +2%
IC
995
Inverness Counsel
New York
$2.36M -$24.5M -444,262 -91%
OA
996
Oxbow Advisors
Texas
$2.35M +$855K +15,494 +57%
LC
997
Lourd Capital
California
$2.35M +$23.8K +431 +1%
CFG
998
Citizens Financial Group
Rhode Island
$2.32M -$275K -4,986 -11%
BSB
999
Bangor Savings Bank
Maine
$2.3M +$117K +2,124 +5%
ATC
1000
Argent Trust Co
Tennessee
$2.3M +$111K +2,017 +5%
38 39
40
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