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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 %
SHGA
1201
Sand Hill Global Advisors
California
$1.67M -$101K -1,667 -6%
HB
1202
Homrich & Berg
Georgia
$1.67M +$257K +4,236 +18%
WCM
1203
Wunderlich Capital Managemnt
Tennessee
$1.66M +$24.1K +397 +1%
DWA
1204
Douglass Winthrop Advisors
New York
$1.66M -$42.4K -699 -2%
EMG
1205
Ellington Management Group
Connecticut
$1.66M +$1.66M +27,400 New
IA
1206
IFG Advisory
Georgia
$1.66M +$1.66M +27,393 New
BONST
1207
Bank of Nova Scotia Trust
Ontario, Canada
$1.66M +$17.5K +288 +1%
SFSIG
1208
San Francisco Sentry Investment Group
California
$1.64M -$490K -8,079 -23%
FRA
1209
Front Row Advisors
California
$1.62M +$1.62M +26,725 New
SFM
1210
Signet Financial Management
New Jersey
$1.62M +$243 +4 +0%
EWM
1211
Edge Wealth Management
New York
$1.62M -$61 -1 -0%
SSA
1212
Schonfeld Strategic Advisors
New York
$1.61M +$1.61M +26,584 New
LIM
1213
Loudon Investment Management
New Hampshire
$1.61M – – –
TBA
1214
Tower Bridge Advisors
Pennsylvania
$1.61M -$46.9K -773 -3%
BIA
1215
BMT Investment Advisors
Pennsylvania
$1.61M +$207K +3,413 +15%
PAI
1216
Pittenger & Anderson Inc
Nebraska
$1.59M +$333K +5,487 +27%
NJBEST
1217
New Jersey Better Educational Savings Trust
New Jersey
$1.58M -$303K -5,000 -16%
AAM
1218
Auxier Asset Management
Oregon
$1.58M +$1.58M +25,960 New
FPFS
1219
First Personal Financial Services
North Carolina
$1.57M -$55K -907 -3%
EWA
1220
Exencial Wealth Advisors
Oklahoma
$1.57M -$9.83K -162 -0.6%
VIM
1221
Vista Investment Management
Pennsylvania
$1.57M +$1.57M +25,797 New
RIL
1222
Rothschild Investment LLC
Illinois
$1.56M -$198K -3,262 -11%
PAM
1223
PVG Asset Management
Colorado
$1.54M -$3.73M -61,487 -71%
HI
1224
Hudock Inc
Pennsylvania
$1.54M -$3.15K -52 -0.2%
RWA
1225
RGT Wealth Advisors
Texas
$1.52M +$49.9K +823 +3%
47 48
49
50 51