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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 %
GC
1026
Gilbert & Cook
Iowa
$2.52M -$1.82K -30 -0.1%
ST
1027
Smithfield Trust
Pennsylvania
$2.5M +$34.7K +572 +1%
ICOM
1028
Investment Counselors of Maryland
Maryland
$2.5M -$121K -2,000 -5%
PK
1029
Pflug Koory
Nebraska
$2.5M -$8.62K -150 -0.3%
SFM
1030
Signature Financial Management
Virginia
$2.48M -$475K -7,833 -16%
CFG
1031
Citizens Financial Group
Rhode Island
$2.48M -$66.4K -1,095 -3%
LFAS
1032
Level Four Advisory Services
Texas
$2.48M +$476K +7,842 +24%
MSU
1033
Mizuho Securities USA
New York
$2.48M +$2.48M +40,900 New
BCFS
1034
Butensky & Cohen Financial Security
Florida
$2.48M +$29.7K +490 +1%
NC
1035
Northpointe Capital
Michigan
$2.48M -$2.58M -42,522 -51%
SBA
1036
Secrest Blakey & Associates
North Carolina
$2.47M +$2.47M +40,657 New
AC
1037
Addison Capital
Pennsylvania
$2.46M -$1.82K -30 -0.1%
GCM
1038
Gibraltar Capital Management
Oklahoma
$2.45M +$182 +3 +0%
WP
1039
WealthPLAN Partners
Nebraska
$2.45M -$8.13K -134 -0.3%
MIM
1040
MPI Investment Management
Illinois
$2.45M +$2.45M +40,311 New
FCH
1041
Freestone Capital Holdings
Washington
$2.44M -$267K -4,395 -10%
LNC
1042
Lincoln National Corp
Pennsylvania
$2.43M +$1.1M +18,143 +83%
MPWT
1043
MassMutual Private Wealth & Trust
Connecticut
$2.42M -$75.6K -1,246 -3%
HCM
1044
Howland Capital Management
Massachusetts
$2.42M -$1.82K -30 -0.1%
CPA
1045
Clear Perspective Advisors
Illinois
$2.41M +$33.3K +549 +1%
OA
1046
Outfitter Advisors
Virginia
$2.41M -$381K -6,276 -14%
SPC
1047
Sigma Planning Corp
Michigan
$2.4M +$165K +2,718 +7%
NCM
1048
Northwest Capital Management
Oregon
$2.39M +$2.39M +39,346 New
DIA
1049
Denver Investment Advisors
Colorado
$2.38M -$61.7K -1,017 -3%
LAIC
1050
Lederer & Associates Investment Counsel
California
$2.38M +$2.43K +40 +0.1%
40 41
42
43 44