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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 %
BG
1051
Bollard Group
Massachusetts
$2.03M +$11.1K +202 +0.6%
HWA
1052
Heritage Way Advisors
Illinois
$2.02M -$35.9K -650 -2%
SMM
1053
Stadion Money Management
Georgia
$2.02M +$37.9K +688 +2%
FB
1054
Fulton Bank
Pennsylvania
$2.02M -$142K -2,582 -7%
CFMC
1055
Curbstone Financial Management Corp
New Hampshire
$2.02M +$1.01M +18,318 +101%
LIC
1056
Lodestar Investment Counsel
Illinois
$2M +$1.38K +25 +0.1%
ASN
1057
Advisory Services Network
Georgia
$2M -$277K -5,016 -12%
SCM
1058
SOL Capital Management
Maryland
$1.99M -$16.3K -295 -0.8%
CCG
1059
Cypress Capital Group
Florida
$1.99M – – –
MC
1060
Martin & Co
Tennessee
$1.98M -$149K -2,700 -7%
SAM
1061
Sequent Asset Management
Texas
$1.98M -$4.14K -75 -0.2%
NPA
1062
Nichols & Pratt Advisers
Massachusetts
$1.95M -$62.5K -1,134 -3%
ARMT
1063
Amica Retiree Medical Trust
Rhode Island
$1.95M – – –
ITIM
1064
Indiana Trust & Investment Management
Indiana
$1.94M -$11K -199 -0.6%
SBIA
1065
Sheaff Brock Investment Advisors
Indiana
$1.94M -$156K -2,820 -7%
SFSIG
1066
San Francisco Sentry Investment Group
California
$1.94M +$628K +11,382 +48%
SA
1067
Strategic Advisors
New York
$1.93M -$59K -1,069 -3%
HIH
1068
HRS Investment Holdings
New York
$1.93M – – –
CIM
1069
CIM Investment Management
Pennsylvania
$1.92M -$105K -1,905 -5%
CC
1070
Cadinha & Co
Hawaii
$1.91M -$262K -4,750 -12%
DWM
1071
Dorchester Wealth Management
Quebec, Canada
$1.9M +$35.9K +650 +2%
PWW
1072
Pettyjohn Wood & White
Virginia
$1.9M -$74.9K -1,358 -4%
Arrowstreet Capital
1073
Arrowstreet Capital
Massachusetts
$1.9M +$700K +12,700 +59%
QI
1074
Quotient Investors
New York
$1.9M – – –
CT
1075
Cambridge Trust
Massachusetts
$1.89M -$337K -6,110 -15%
41 42
43
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