WFC icon

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 %
SA
1101
Strategic Advisors
New York
$2.09M -$35.1K -579 -2%
PCM
1102
Parsons Capital Management
Rhode Island
$2.08M -$225K -3,704 -10%
BAC
1103
Boys Arnold & Co
North Carolina
$2.08M +$38.6K +637 +2%
SCA
1104
Sippican Capital Advisors
Massachusetts
$2.08M -$343K -5,650 -14%
DWM
1105
Dorchester Wealth Management
Quebec, Canada
$2.08M -$18.2K -300 -0.9%
CIM
1106
CIM Investment Management
Pennsylvania
$2.07M -$34K -560 -2%
HCP
1107
Holt Capital Partners
Texas
$2.07M – – –
BS
1108
Banco Santander
Spain
$2.07M -$939K -15,474 -31%
CCG
1109
Cypress Capital Group
Florida
$2.04M -$145K -2,395 -7%
AF
1110
Allworth Financial
California
$2.04M +$703K +11,592 +53%
ADBIC
1111
A.D. Beadell Investment Counsel
Wisconsin
$2.02M -$30.3K -500 -1%
IBOK
1112
Independence Bank of Kentucky
Kentucky
$2.02M +$2.02M +33,360 New
YWP
1113
YorkBridge Wealth Partners
New York
$2.02M -$161K -2,766 -7%
ZB
1114
Zions Bancorporation
Utah
$2.01M -$22.2K -366 -1%
AFS
1115
Access Financial Services
Minnesota
$2M +$113K +1,863 +6%
AWM
1116
AE Wealth Management
Kansas
$2M +$1.12M +18,534 +129%
PWW
1117
Pettyjohn Wood & White
Virginia
$2M -$93.8K -1,547 -4%
CC
1118
Cognios Capital
Kansas
$1.98M -$325K -5,366 -14%
LKIM
1119
Lawson Kroeker Investment Management
Nebraska
$1.98M -$12.7K -210 -0.6%
CA
1120
Cambridge Advisors
Nebraska
$1.97M -$72.7K -1,198 -4%
CCG
1121
Chatham Capital Group
Georgia
$1.96M -$349K -5,750 -15%
DPIM
1122
Duff & Phelps Investment Management
Illinois
$1.96M – – –
BWP
1123
Baldwin Wealth Partners
Massachusetts
$1.96M – – –
CT
1124
Cambridge Trust
Massachusetts
$1.94M -$137K -2,253 -7%
YMRC
1125
Yorktown Management & Research Company
Virginia
$1.94M -$303K -5,000 -14%
43 44
45
46 47