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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 %
BTW
1151
Boston Trust Walden
Massachusetts
$1.52M +$65.4K +1,187 +4%
SL
1152
Summitry LLC
California
$1.52M -$18.5M -335,175 -92%
HT
1153
HighTower Trust
Texas
$1.52M -$549K -9,955 -27%
AW
1154
ACG Wealth
Georgia
$1.51M -$1.22M -22,056 -45%
BCM
1155
BTR Capital Management
California
$1.51M -$173K -3,145 -10%
OIM
1156
Orca Investment Management
Oregon
$1.51M – – –
TBA
1157
Tower Bridge Advisors
Pennsylvania
$1.51M -$127K -2,296 -8%
HWA
1158
Heritage Wealth Advisors
Virginia
$1.5M +$167K +3,025 +13%
BONST
1159
Bank of Nova Scotia Trust
Ontario, Canada
$1.49M -$1.29M -23,334 -46%
ANBT
1160
American National Bank & Trust
Texas
$1.49M -$33.1K -600 -2%
WCM
1161
Wunderlich Capital Managemnt
Tennessee
$1.49M -$3.86K -70 -0.3%
FPFS
1162
First Personal Financial Services
North Carolina
$1.48M +$19.6K +356 +1%
AP
1163
Atwood & Palmer
Missouri
$1.48M -$117K -2,116 -7%
GRP
1164
Global Retirement Partners
California
$1.47M +$171K +3,097 +13%
SFM
1165
Signet Financial Management
New Jersey
$1.47M +$7.66K +139 +0.5%
LIM
1166
Loudon Investment Management
New Hampshire
$1.46M -$96.5K -1,750 -6%
GXMC
1167
Global X Management Company
New York
$1.46M +$31.6K +574 +2%
EWM
1168
Edge Wealth Management
New York
$1.46M +$55 +1 +0%
HH
1169
Hilltop Holdings
Texas
$1.46M -$18.4K -333 -1%
GA
1170
GFS Advisors
Texas
$1.45M – – –
SFWA
1171
Summit Financial Wealth Advisors
Louisiana
$1.44M -$152K -2,759 -10%
DG
1172
Davidson & Garrard
Virginia
$1.44M -$116K -2,095 -7%
EWA
1173
Exencial Wealth Advisors
Oklahoma
$1.43M +$906K +16,433 +172%
GIA
1174
GHP Investment Advisors
Colorado
$1.43M +$28.5K +517 +2%
WCF
1175
West Coast Financial
California
$1.41M +$1.41M +25,596 New
45 46
47
48 49