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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 %
QCMC
1176
Quantum Capital Management (California)
California
$1.41M +$1.41M +25,544 New
HI
1177
Hudock Inc
Pennsylvania
$1.4M +$6.72K +122 +0.5%
BO
1178
BRR OpCo
Ohio
$1.4M -$45.7K -829 -3%
JIC
1179
Joel Isaacson & Co
New York
$1.39M -$143K -2,599 -9%
HAG
1180
HighPoint Advisor Group
Illinois
$1.38M -$6.78K -120 -0.5%
KSCM
1181
Kamunting Street Capital Management
Florida
$1.38M +$1.38M +25,000 New
CK
1182
Cohen Klingenstein
New York
$1.37M – – –
WI
1183
Wintrust Investments
Illinois
$1.37M -$203K -3,676 -13%
LBC
1184
Lawrence B. Cohen
$1.37M +$4.97K +90 +0.4%
NDSI
1185
Newman Dignan & Sheerar Inc
Rhode Island
$1.35M -$29K -525 -2%
QCG
1186
Quadrant Capital Group
Ohio
$1.35M +$40.7K +745 +3%
DAS
1187
Dynamic Advisor Solutions
Arizona
$1.35M -$90.7K -1,644 -6%
BEAM
1188
Baker Ellis Asset Management
Washington
$1.35M +$55.2K +1,000 +4%
BHBT
1189
Burke & Herbert Bank & Trust
Virginia
$1.35M -$39.7K -720 -3%
BEC
1190
Blue Edge Capital
Virginia
$1.35M -$37.6K -682 -3%
DBIA
1191
Dumont & Blake Investment Advisors
New Jersey
$1.35M -$12.2K -222 -0.9%
NPC
1192
National Planning Corporation
California
$1.34M -$226K -4,094 -14%
RWA
1193
RGT Wealth Advisors
Texas
$1.34M -$1.93K -35 -0.1%
FSA
1194
Franklin Street Advisors
North Carolina
$1.32M -$37K -671 -3%
DAC
1195
Dividend Assets Capital
South Carolina
$1.3M +$48K +870 +4%
SIM
1196
Sonora Investment Management
Arizona
$1.3M -$5.23M -94,800 -80%
AFG
1197
Albion Financial Group
Utah
$1.3M – – –
FC
1198
Forte Capital
New York
$1.3M +$82.4K +1,494 +7%
MWP
1199
MYCIO Wealth Partners
Pennsylvania
$1.29M -$143K -2,590 -10%
EWA
1200
EP Wealth Advisors
California
$1.29M -$146K -2,644 -10%
46 47
48
49 50