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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 %
NFG
1001
Next Financial Group
Texas
$2.3M +$14.2K +265 +0.6%
PC
1002
Palo Capital
California
$2.29M -$57.3K -1,040 -2%
GC
1003
Gilbert & Cook
Iowa
$2.29M -$249K -4,514 -10%
PK
1004
Pflug Koory
Nebraska
$2.29M -$7.86K -150 -0.3%
MPWT
1005
MassMutual Private Wealth & Trust
Connecticut
$2.27M -$44.8K -813 -2%
ST
1006
Smithfield Trust
Pennsylvania
$2.24M -$53.1K -963 -2%
CHAM
1007
Clear Harbor Asset Management
Connecticut
$2.24M +$1.93M +35,021 +635%
AC
1008
Addison Capital
Pennsylvania
$2.23M -$5.41K -98 -0.2%
WP
1009
WealthPLAN Partners
Nebraska
$2.23M -$21.4K -388 -0.9%
GCM
1010
Gibraltar Capital Management
Oklahoma
$2.23M +$20.1K +364 +0.9%
BCFS
1011
Butensky & Cohen Financial Security
Florida
$2.23M +$74.4K +1,350 +3%
DIA
1012
Denver Investment Advisors
Colorado
$2.22M – – –
HCM
1013
Howland Capital Management
Massachusetts
$2.2M +$590K +10,691 +37%
SCA
1014
Sippican Capital Advisors
Massachusetts
$2.2M -$250K -4,525 -10%
TPWA
1015
TRUE Private Wealth Advisors
Oregon
$2.17M -$38.7K -701 -2%
MM
1016
Meridian Management
Arkansas
$2.17M +$5.79K +105 +0.3%
LAIC
1017
Lederer & Associates Investment Counsel
California
$2.16M +$2.48K +45 +0.1%
CPA
1018
Clear Perspective Advisors
Illinois
$2.16M +$145K +2,622 +7%
BSWMG
1019
Barrington Strategic Wealth Management Group
Illinois
$2.15M -$53.2K -965 -2%
IA
1020
Icon Advisers
Colorado
$2.15M – – –
FMBTD
1021
First Midwest Bank Trust Division
Illinois
$2.14M +$130K +2,349 +6%
AIM
1022
Anchor Investment Management
South Carolina
$2.14M +$37.2K +674 +2%
TBNY
1023
Trustco Bank (New York)
New York
$2.14M -$80K -1,450 -4%
WA
1024
Waverly Advisors
Alabama
$2.14M -$241K -4,379 -10%
NFA
1025
Nuveen Fund Advisors
Illinois
$2.13M -$766K -13,891 -26%
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