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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 %
SSB
976
Sandy Spring Bank
Maryland
$2.84M +$58.5K +965 +2%
SWP
977
Strategic Wealth Partners
Ohio
$2.8M +$2.8M +51,861 New
NB
978
Nicolet Bankshares
Wisconsin
$2.8M -$212K -3,492 -7%
TRIM
979
Thompson Rubinstein Investment Management
Oregon
$2.79M -$39.5K -651 -1%
IAA
980
Independent Advisor Alliance
North Carolina
$2.79M -$286K -4,608 -9%
Lido Advisors
981
Lido Advisors
California
$2.79M +$81.7K +1,347 +3%
NIC
982
Northwest Investment Counselors
Oregon
$2.78M +$26.2K +432 +1%
FFH
983
Fairfax Financial Holdings
Ontario, Canada
$2.78M -$607K -10,000 -18%
WAM
984
Wealthspire Advisors (Maryland)
Maryland
$2.78M +$507K +8,350 +22%
TYCC
985
Texas Yale Capital Corp
Florida
$2.78M -$110K -1,818 -4%
RAM
986
Roanoke Asset Management
New Jersey
$2.77M -$154K -2,546 -5%
HCM
987
Hodges Capital Management
Texas
$2.77M -$810K -13,351 -23%
FAM
988
Fred Alger Management
New York
$2.76M -$330K -5,445 -11%
ACS
989
Archford Capital Strategies
Illinois
$2.75M +$1.01M +16,572 +58%
FMWA
990
Forvis Mazars Wealth Advisors
Missouri
$2.75M +$40.2K +662 +1%
MCM
991
Maryland Capital Management
Maryland
$2.74M +$60.5K +997 +2%
SAM
992
Security Asset Management
New York
$2.74M -$55K -907 -2%
OLA
993
Oliver Luxxe Assets
New Jersey
$2.74M -$5.22K -86 -0.2%
TMAM
994
Tokio Marine Asset Management
Japan
$2.73M -$1.99M -32,749 -42%
AC
995
Abbrea Capital
California
$2.73M -$163K -2,686 -6%
JFGIW
996
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.73M -$148K -2,440 -5%
PC
997
Palo Capital
California
$2.73M +$208K +3,424 +8%
DIA
998
Dana Investment Advisors
Wisconsin
$2.72M -$133K -2,192 -5%
MC
999
MRJ Capital
New York
$2.72M -$18.2K -300 -0.7%
CM
1000
Churchill Management
California
$2.71M +$2.71M +44,604 New
38 39
40
41 42