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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 %
MNBTD
1126
Moody National Bank Trust Division
Texas
$1.94M – – –
SMM
1127
Stadion Money Management
Georgia
$1.92M -$305K -5,018 -14%
SFWA
1128
Summit Financial Wealth Advisors
Louisiana
$1.92M +$334K +5,506 +21%
SCM
1129
SOL Capital Management
Maryland
$1.91M -$279K -4,600 -13%
LCP
1130
LGT Capital Partners
Switzerland
$1.91M -$16.5M -271,560 -90%
NSAM
1131
North Star Asset Management
Wisconsin
$1.9M +$94.1K +1,550 +5%
CBU
1132
CIBC Bank USA
Illinois
$1.9M +$54.6K +900 +3%
SSWM
1133
Sheets Smith Wealth Management
North Carolina
$1.9M -$44.2K -729 -2%
FAIM
1134
Financial Advocates Investment Management
Washington
$1.9M +$1.9M +31,309 New
BWAM
1135
Boyd Watterson Asset Management
Ohio
$1.9M +$151K +2,494 +9%
ANRIA
1136
American National Registered Investment Advisor
Texas
$1.9M – – –
MBT
1137
Montecito Bank & Trust
California
$1.89M +$23.1K +381 +1%
PWM
1138
Perigon Wealth Management
California
$1.89M -$359K -5,919 -16%
HWA
1139
Heritage Way Advisors
Illinois
$1.88M -$342K -5,643 -15%
CA
1140
Calton & Associates
Florida
$1.88M +$1.88M +29,184 New
VFM
1141
Viking Fund Management
North Dakota
$1.88M -$1.27M -21,000 -40%
WPA
1142
Winning Points Advisors
Florida
$1.88M +$611K +10,050 +48%
SS
1143
Simplicity Solutions
Minnesota
$1.87M +$1.53M +25,276 +452%
SC
1144
SouthState Corp
Florida
$1.87M +$708K +11,669 +61%
HH
1145
Hilltop Holdings
Texas
$1.87M +$263K +4,342 +16%
GA
1146
GFS Advisors
Texas
$1.86M +$266K +4,390 +17%
SJL
1147
Shayne & Jacobs LLC
Tennessee
$1.86M +$876K +14,436 +89%
AWM
1148
Altavista Wealth Management
North Carolina
$1.86M -$896K -14,764 -33%
B
1149
Bailard
California
$1.86M -$49.4K -815 -3%
PFSC
1150
Peoples Financial Services Corp
Pennsylvania
$1.86M – – –
44 45
46
47 48