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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 %
NIS
1026
National Investment Services
Wisconsin
$2.13M -$4.47K -81 -0.2%
CC
1027
Courier Capital
New York
$2.12M +$16.8K +305 +0.8%
CIC
1028
Canal Insurance Company
South Carolina
$2.12M – – –
CCA
1029
Checchi Capital Advisers
California
$2.12M +$5.74K +104 +0.3%
RIA
1030
Regal Investment Advisors
Michigan
$2.11M -$326K -5,908 -13%
CA
1031
Cetera Advisors
Colorado
$2.11M -$25.6K -462 -1%
STB
1032
S&T Bank
Pennsylvania
$2.11M +$147K +2,664 +7%
CCG
1033
Chatham Capital Group
Georgia
$2.1M -$146K -2,650 -7%
PCM
1034
Parsons Capital Management
Rhode Island
$2.09M -$147K -2,665 -7%
CC
1035
Cognios Capital
Kansas
$2.09M -$86.9K -1,575 -4%
P
1036
Pitcairn
Pennsylvania
$2.09M -$96.5K -1,750 -4%
MIM
1037
Miller Investment Management
Pennsylvania
$2.08M – – –
RWA
1038
Ropes Wealth Advisors
Massachusetts
$2.08M -$9.93K -180 -0.5%
EA
1039
Edge Advisors
Georgia
$2.07M -$168K -3,041 -7%
YWP
1040
YorkBridge Wealth Partners
New York
$2.06M +$58.1K +1,053 +3%
WAM
1041
Wealthspire Advisors (Maryland)
Maryland
$2.06M -$33.9K -614 -2%
WOC
1042
West Oak Capital
California
$2.06M -$38.6K -699 -2%
NPT
1043
Nixon Peabody Trust
Massachusetts
$2.06M -$22.9K -415 -1%
SS
1044
Sunbelt Securities
Texas
$2.06M +$67.2K +1,219 +3%
MPAM
1045
Murphy Pohlad Asset Management
Minnesota
$2.06M +$74.2K +1,345 +4%
YMRC
1046
Yorktown Management & Research Company
Virginia
$2.04M – – –
PWM
1047
Perigon Wealth Management
California
$2.04M -$2.86M -51,850 -58%
CS
1048
Credential Securities
$2.04M -$310K -5,614 -13%
CB
1049
Community Bank
New York
$2.04M -$107K -1,940 -5%
SPC
1050
Sigma Planning Corp
Michigan
$2.03M -$2.7K -49 -0.1%
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