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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 %
MM
1051
Meridian Management
Arkansas
$2.38M -$8.8K -145 -0.4%
IA
1052
Icon Advisers
Colorado
$2.37M – – –
CL
1053
Choreo LLC
Illinois
$2.36M +$336K +5,547 +17%
HPCM
1054
High Pointe Capital Management
Illinois
$2.34M +$343K +5,650 +17%
CIC
1055
Canal Insurance Company
South Carolina
$2.34M – – –
STB
1056
S&T Bank
Pennsylvania
$2.33M +$16.9K +279 +0.7%
ST
1057
Sentinel Trust
Texas
$2.33M -$1.07M -17,603 -31%
TWM
1058
Titus Wealth Management
California
$2.33M +$2.33M +38,330 New
P
1059
Pitcairn
Pennsylvania
$2.32M +$25.8K +425 +1%
OIA
1060
OneDigital Investment Advisors
Kansas
$2.32M +$2.09M +40,289 +910%
MIM
1061
Miller Investment Management
Pennsylvania
$2.29M – – –
CB
1062
Community Bank
New York
$2.28M +$35.1K +578 +2%
EA
1063
Edge Advisors
Georgia
$2.28M -$5.21K -86 -0.2%
TBNY
1064
Trustco Bank (New York)
New York
$2.27M -$87.2K -1,438 -4%
MPAM
1065
Murphy Pohlad Asset Management
Minnesota
$2.26M – – –
FMBTD
1066
First Midwest Bank Trust Division
Illinois
$2.26M -$102K -1,678 -4%
QT
1067
Quantbot Technologies
New York
$2.25M -$8.41M -138,684 -79%
NPT
1068
Nixon Peabody Trust
Massachusetts
$2.25M -$9.34K -154 -0.4%
RIA
1069
Regal Investment Advisors
Michigan
$2.25M -$73.8K -1,216 -3%
ATC
1070
Argent Trust Co
Tennessee
$2.25M -$285K -4,698 -11%
BG
1071
Bollard Group
Massachusetts
$2.24M +$11.2K +185 +0.5%
PC
1072
Port Capital
Illinois
$2.24M +$2.24M +36,877 New
HFA
1073
HC Financial Advisors
California
$2.23M +$2.23M +36,789 New
CS
1074
Credential Securities
$2.23M -$19.5K -321 -0.9%
CC
1075
Courier Capital
New York
$2.21M -$131K -2,159 -6%
41 42
43
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