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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 %
FTC
1201
Farmers Trust Company
Ohio
$1.29M +$20.4K +370 +2%
HB
1202
Homrich & Berg
Georgia
$1.28M -$21.1K -383 -2%
BIA
1203
BMT Investment Advisors
Pennsylvania
$1.27M +$1.27M +23,076 New
LGC
1204
Laurel Grove Capital
California
$1.27M -$2.28M -41,385 -64%
NHC
1205
Nicholas Hoffman & Company
Georgia
$1.27M +$109K +1,984 +9%
CWM
1206
Confluence Wealth Management
Oregon
$1.26M -$88.8K -1,609 -7%
PA
1207
Perennial Advisors
New York
$1.26M -$117K -2,119 -9%
BO
1208
Bank OZK
Arkansas
$1.25M -$172K -3,119 -12%
GFPC
1209
Global Financial Private Capital
Florida
$1.25M +$1.25M +22,679 New
NAMA
1210
Nikko Asset Management Americas
New York
$1.25M -$88.2K -1,600 -7%
DCM
1211
Dynamic Capital Management
Jersey
$1.25M +$591K +10,725 +90%
EHWM
1212
Eads & Heald Wealth Management
Georgia
$1.24M -$263K -4,769 -17%
HCA
1213
Harbour Capital Advisors
Virginia
$1.24M +$397K +7,195 +47%
IHL
1214
Investment House LLC
California
$1.23M +$831K +15,060 +207%
AA
1215
ALPS Advisors
Colorado
$1.23M +$233K +4,228 +23%
ID
1216
Integral Derivatives
New York
$1.23M -$912K -16,534 -43%
MGIA
1217
Moneta Group Investment Advisors
Missouri
$1.23M +$125K +2,275 +11%
LNB
1218
Ledyard National Bank
$1.23M +$504K +9,145 +70%
DIS
1219
Diversified Investment Strategies
Louisiana
$1.22M – – –
LNC
1220
Lincoln National Corp
Pennsylvania
$1.21M -$73.7K -1,336 -6%
AF
1221
Allworth Financial
California
$1.21M -$25.7K -467 -2%
PWAP
1222
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.21M -$9.65K -175 -0.8%
RWA
1223
River Wealth Advisors
Pennsylvania
$1.2M -$56.6K -1,025 -4%
CA
1224
Continuum Advisory
Idaho
$1.2M -$2.43K -44 -0.2%
SOAMC
1225
Spirit of America Management Corp
New York
$1.2M – – –
47 48
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