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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 %
AF
1151
Advisornet Financial
Minnesota
$1.85M +$1.85M +30,496 New
VCM
1152
Violich Capital Management
California
$1.85M -$30.3K -500 -2%
FLI
1153
Family Legacy Inc
South Carolina
$1.84M +$594K +9,790 +48%
FHA
1154
First Horizon Advisors
Tennessee
$1.84M +$58.5K +948 +3%
WA
1155
WP Advisors
California
$1.83M -$51.9K -855 -3%
AF
1156
AMG Funds
Connecticut
$1.83M -$33.1K -546 -2%
CT
1157
Chicago Trust
Illinois
$1.82M -$13.2K -217 -0.7%
BOC
1158
Barbara Oil Co
Illinois
$1.82M – – –
Twin Tree Management
1159
Twin Tree Management
Texas
$1.82M -$1.43M -23,491 -44%
NIM
1160
Nexus Investment Management
Ontario, Canada
$1.81M – – –
CCM
1161
Carlson Capital Management
Minnesota
$1.81M -$193K -3,180 -10%
WIC
1162
Whitegate Investment Counselors
New Hampshire
$1.81M -$72.2K -1,190 -4%
APA
1163
American Portfolios Advisors
New York
$1.81M +$1.81M +29,792 New
HAM
1164
Highstreet Asset Management
Ontario, Canada
$1.81M +$785K +12,940 +77%
SL
1165
Summitry LLC
California
$1.8M +$131K +2,162 +8%
GXMC
1166
Global X Management Company
New York
$1.8M +$193K +3,175 +12%
SNT
1167
Security National Trust
West Virginia
$1.79M -$36.1K -595 -2%
HW
1168
Hedeker Wealth
Illinois
$1.79M +$78.3K +1,291 +5%
HIC
1169
Holderness Investments Company
North Carolina
$1.78M -$30.3K -499 -2%
PI
1170
PHH Investments
Texas
$1.78M -$106K -1,754 -6%
AIM
1171
Acropolis Investment Management
Missouri
$1.78M -$45.9K -757 -3%
CG
1172
Caprock Group
Idaho
$1.78M +$20.5K +328 +1%
SP
1173
SWS Partners
Ohio
$1.77M +$1.77M +29,221 New
ANBT
1174
American National Bank & Trust
Texas
$1.77M +$133K +2,200 +8%
SFSG
1175
Stearns Financial Services Group
North Carolina
$1.77M -$64.4K -1,062 -4%
45 46
47
48 49