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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 %
B
1101
Bailard
California
$1.73M -$95.2K -1,727 -5%
RFA
1102
Reilly Financial Advisors
California
$1.73M -$13K -236 -0.7%
ANRIA
1103
American National Registered Investment Advisor
Texas
$1.72M -$551K -10,000 -24%
PI
1104
PHH Investments
Texas
$1.72M -$157K -2,854 -8%
WA
1105
WP Advisors
California
$1.72M -$1.32K -24 -0.1%
AFS
1106
Access Financial Services
Minnesota
$1.71M +$240K +4,344 +16%
WIC
1107
Whitegate Investment Counselors
New Hampshire
$1.71M -$1.04M -18,935 -38%
NJBEST
1108
New Jersey Better Educational Savings Trust
New Jersey
$1.71M -$110K -2,000 -6%
VCM
1109
Violich Capital Management
California
$1.71M +$55.2K +1,000 +3%
MBT
1110
Montecito Bank & Trust
California
$1.7M -$8.77K -159 -0.5%
AF
1111
AMG Funds
Connecticut
$1.7M -$69.7K -1,263 -4%
PFSC
1112
Peoples Financial Services Corp
Pennsylvania
$1.69M -$16.5K -300 -1%
CBU
1113
CIBC Bank USA
Illinois
$1.68M -$138K -2,498 -8%
SIA
1114
Sit Investment Associates
Minnesota
$1.68M – – –
SFSG
1115
Stearns Financial Services Group
North Carolina
$1.67M -$41K -743 -2%
NERM
1116
New England Research & Management
Illinois
$1.66M -$74.5K -1,350 -4%
SNT
1117
Security National Trust
West Virginia
$1.66M -$71.7K -1,300 -4%
AIM
1118
Acropolis Investment Management
Missouri
$1.66M -$481K -8,724 -23%
BOC
1119
Barbara Oil Co
Illinois
$1.66M – – –
KPF
1120
K2 Principal Fund
Ontario, Canada
$1.66M +$1.1M +20,000 +200%
CNAM
1121
Campbell Newman Asset Management
Wisconsin
$1.65M -$76.6K -1,390 -4%
NIM
1122
Nexus Investment Management
Ontario, Canada
$1.65M – – –
HIC
1123
Holderness Investments Company
North Carolina
$1.65M +$4.36K +79 +0.3%
NSAM
1124
North Star Asset Management
Wisconsin
$1.64M +$434K +7,866 +36%
WB
1125
Webster Bank
Connecticut
$1.64M -$54.1K -981 -3%
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45
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