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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 %
HCP
1076
Holt Capital Partners
Texas
$1.89M – – –
ADBIC
1077
A.D. Beadell Investment Counsel
Wisconsin
$1.87M -$132K -2,400 -7%
NIMI
1078
Natixis Investment Managers International
France
$1.87M -$508K -9,204 -21%
BAC
1079
Boys Arnold & Co
North Carolina
$1.85M – – –
CA
1080
Cambridge Advisors
Nebraska
$1.85M -$14.8K -268 -0.8%
BRC
1081
Bell Rock Capital
Delaware
$1.85M +$214K +3,882 +13%
ZB
1082
Zions Bancorporation
Utah
$1.84M +$461K +8,352 +33%
CL
1083
Choreo LLC
Illinois
$1.84M -$480K -8,711 -21%
NBC
1084
Neuberger Berman Canada
Ontario, Canada
$1.84M +$1.09M +19,732 +145%
CCM
1085
CrestPoint Capital Management
Missouri
$1.84M +$44.1K +800 +2%
LFAS
1086
Level Four Advisory Services
Texas
$1.83M -$350K -6,337 -16%
CCM
1087
Carlson Capital Management
Minnesota
$1.82M +$123K +2,224 +7%
HPCM
1088
High Pointe Capital Management
Illinois
$1.82M -$27K -490 -1%
SLF
1089
Sun Life Financial
Ontario, Canada
$1.81M -$14.9K -271 -0.8%
LKIM
1090
Lawson Kroeker Investment Management
Nebraska
$1.81M -$37.8K -685 -2%
CF
1091
CNA Financial
Illinois
$1.81M +$1.81M +32,770 New
CS
1092
Cannell & Spears
New York
$1.8M – – –
DPIM
1093
Duff & Phelps Investment Management
Illinois
$1.78M +$19.3K +350 +1%
BWP
1094
Baldwin Wealth Partners
Massachusetts
$1.78M -$18.1K -329 -1%
FCI
1095
Financial Counselors Inc
Kansas
$1.77M +$132K +2,395 +8%
FPCP
1096
Fort Point Capital Partners
California
$1.77M +$1.53M +27,797 +642%
SSWM
1097
Sheets Smith Wealth Management
North Carolina
$1.77M +$45.1K +818 +3%
TIM
1098
Thornburg Investment Management
New Mexico
$1.76M – – –
MNBTD
1099
Moody National Bank Trust Division
Texas
$1.76M -$633K -11,480 -26%
BSW
1100
Buckingham Strategic Wealth
Missouri
$1.75M -$193K -3,499 -10%
42 43
44
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