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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 %
LIC
1076
Lodestar Investment Counsel
Illinois
$2.2M -$6.61K -109 -0.3%
RWA
1077
Ropes Wealth Advisors
Massachusetts
$2.2M -$88.6K -1,460 -4%
AIM
1078
Anchor Investment Management
South Carolina
$2.19M -$159K -2,626 -7%
MC
1079
Martin & Co
Tennessee
$2.19M +$17.3K +285 +0.8%
BC
1080
Beaconlight Capital
New York
$2.19M -$4.6M -75,750 -68%
SAM
1081
Sequent Asset Management
Texas
$2.19M +$12.1K +200 +0.6%
EWA
1082
EP Wealth Advisors
California
$2.18M +$762K +12,558 +54%
FB
1083
Fulton Bank
Pennsylvania
$2.18M -$41.1K -678 -2%
FPCP
1084
Fort Point Capital Partners
California
$2.16M +$212K +3,492 +11%
TIM
1085
Thornburg Investment Management
New Mexico
$2.15M +$214K +3,520 +11%
WOC
1086
West Oak Capital
California
$2.15M -$115K -1,894 -5%
NPA
1087
Nichols & Pratt Advisers
Massachusetts
$2.15M -$3.03K -50 -0.1%
ARMT
1088
Amica Retiree Medical Trust
Rhode Island
$2.14M – – –
NERM
1089
New England Research & Management
Illinois
$2.14M +$312K +5,150 +17%
ITIM
1090
Indiana Trust & Investment Management
Indiana
$2.13M -$12.5K -206 -0.6%
HIH
1091
HRS Investment Holdings
New York
$2.12M – – –
SWM
1092
SeaCrest Wealth Management
New York
$2.12M +$2.12M +34,926 New
SCA
1093
Snowden Capital Advisors
New York
$2.11M -$1.51M -24,951 -42%
MC
1094
Middleton & Co
Massachusetts
$2.11M -$555K -9,155 -21%
BRC
1095
Bell Rock Capital
Delaware
$2.11M +$80.1K +1,321 +4%
CS
1096
Cannell & Spears
New York
$2.11M +$127K +2,091 +6%
CC
1097
Cadinha & Co
Hawaii
$2.1M – – –
CII
1098
Capital International Inc
California
$2.1M -$984K -16,220 -32%
BSW
1099
Buckingham Strategic Wealth
Missouri
$2.09M +$165K +2,722 +9%
SBIA
1100
Sheaff Brock Investment Advisors
Indiana
$2.09M -$40.1K -660 -2%
42 43
44
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