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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 %
CNAM
1176
Campbell Newman Asset Management
Wisconsin
$1.77M -$47.4K -782 -3%
WIM
1177
Waverton Investment Management
United Kingdom
$1.76M -$41.2M -679,353 -96%
RCAG
1178
Rehmann Capital Advisory Group
Michigan
$1.76M +$35.3K +581 +2%
DLG
1179
Daniel L. Goodwin
$1.75M – – –
B
1180
Bellecapital
Switzerland
$1.75M +$44.9K +740 +3%
FDCC
1181
Foster Dykema Cabot & Co
Massachusetts
$1.75M -$6.92M -114,037 -80%
RHAM
1182
Round Hill Asset Management
California
$1.73M -$1.52K -25 -0.1%
WB
1183
Webster Bank
Connecticut
$1.73M -$68.7K -1,132 -4%
CEP
1184
Chicago Equity Partners
Illinois
$1.73M +$7.59K +125 +0.4%
TW
1185
Transform Wealth
Colorado
$1.73M +$50.1K +826 +3%
NCM
1186
Neumann Capital Management
California
$1.72M -$66.7K -1,100 -4%
KA
1187
KLCM Advisors
Wisconsin
$1.72M +$11K +181 +0.6%
MMPW
1188
Mitchell McLeod Pugh & Williams
Alabama
$1.72M +$11.8K +195 +0.7%
BTW
1189
Boston Trust Walden
Massachusetts
$1.7M +$29.1K +480 +2%
PCI
1190
Pacifica Capital Investments
Texas
$1.7M -$1.78M -29,278 -51%
SIA
1191
Sit Investment Associates
Minnesota
$1.7M -$148K -2,445 -8%
HWA
1192
Heritage Wealth Advisors
Virginia
$1.69M +$54K +892 +3%
OIM
1193
Orca Investment Management
Oregon
$1.69M +$28.8K +475 +2%
GIA
1194
GHP Investment Advisors
Colorado
$1.68M +$103K +1,705 +7%
RCM
1195
Radnor Capital Management
Pennsylvania
$1.68M +$8.98K +148 +0.5%
AW
1196
ACG Wealth
Georgia
$1.68M +$16.3K +268 +1%
CCT
1197
Country Club Trust
Missouri
$1.68M +$532K +8,773 +46%
GVT
1198
Genesee Valley Trust
New York
$1.68M -$90.1K -1,485 -5%
AWM
1199
Aevitas Wealth Management
Massachusetts
$1.68M +$1.68M +27,615 New
HT
1200
HighTower Trust
Texas
$1.67M – – –
46 47
48
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