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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 %
IC
1001
Investment Counsel
Michigan
$2.71M -$155K -2,550 -5%
AIM
1002
ARGA Investment Management
Connecticut
$2.69M -$1.29M -21,200 -32%
CRIG
1003
Charter Research & Investment Group
Connecticut
$2.69M +$2.69M +44,395 New
SSW
1004
Smith Shellnut Wilson
Mississippi
$2.69M – – –
ACM
1005
Alpha Capital Management
Texas
$2.69M -$60.7K -1,001 -2%
RM
1006
Resource Management
Louisiana
$2.68M +$2.68M +46,184 New
HFM
1007
Hartford Financial Management
Connecticut
$2.68M -$56.1K -925 -2%
WA
1008
Waverly Advisors
Alabama
$2.65M +$300K +4,947 +13%
GLA
1009
Great Lakes Advisors
Illinois
$2.65M -$963K -15,877 -27%
FC
1010
Ferris Capital
Massachusetts
$2.64M +$1.47M +24,221 +125%
OA
1011
Oxbow Advisors
Texas
$2.64M +$58K +956 +2%
BBWA
1012
Bell & Brown Wealth Advisors
California
$2.64M +$2.64M +43,446 New
CP
1013
Cumberland Partners
Ontario, Canada
$2.62M -$6.77M -111,580 -72%
BDS
1014
Banco de Sabadell
Florida
$2.61M +$2.61M +43,060 New
CCA
1015
Checchi Capital Advisers
California
$2.61M +$280K +4,620 +12%
HCM
1016
Hengehold Capital Management
Ohio
$2.61M +$5.16K +85 +0.2%
PP
1017
Paloma Partners
Connecticut
$2.6M -$2.25M -37,149 -46%
TPWA
1018
TRUE Private Wealth Advisors
Oregon
$2.59M +$197K +3,250 +8%
AP
1019
AHL Partners
United Kingdom
$2.58M +$2.58M +42,574 New
BSB
1020
Bangor Savings Bank
Maine
$2.57M +$37.6K +620 +1%
DSC
1021
Duncker Streett & Co
Missouri
$2.57M -$86.3K -1,423 -3%
CF
1022
CNA Financial
Illinois
$2.56M +$569K +9,377 +29%
HCC
1023
Hirtle Callaghan & Co
Pennsylvania
$2.55M -$57.3K -944 -2%
BTNA
1024
Bremer Trust National Association
Minnesota
$2.54M -$211K -3,479 -8%
DLA
1025
Douglas Lane & Associates
New York
$2.52M -$86K -1,418 -3%
39 40
41
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