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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 %
NSIM
1226
North Star Investment Management
Illinois
$1.2M +$6.29K +114 +0.5%
GC
1227
Garde Capital
Washington
$1.19M +$990K +17,950 +484%
NSB
1228
Norway Savings Bank
Maine
$1.19M -$3.59K -65 -0.3%
SOADOR
1229
State of Alaska Department of Revenue
Alaska
$1.18M +$839K +15,230 +245%
WA
1230
Wheatland Advisors
Pennsylvania
$1.18M -$160K -2,898 -12%
BFO
1231
Boston Family Office
Massachusetts
$1.17M -$442K -8,021 -27%
CBN
1232
Cadence Bank NA
Texas
$1.16M -$8.38K -152 -0.7%
DAM
1233
Doheny Asset Management
California
$1.16M -$8.28K -150 -0.7%
FFA
1234
Fragasso Financial Advisors
Pennsylvania
$1.16M +$121K +2,189 +12%
AMIM
1235
Aull & Monroe Investment Management
Alabama
$1.15M -$35.8K -650 -3%
VFPI
1236
Vantage Financial Partners (Illinois)
Illinois
$1.15M +$60.7K +1,100 +6%
CCA
1237
Cobblestone Capital Advisors
New York
$1.15M +$74.2K +1,346 +7%
WPA
1238
Winning Points Advisors
Florida
$1.15M +$108K +1,960 +10%
IDBONY
1239
Israel Discount Bank of New York
New York
$1.15M -$100K -1,820 -8%
SQA
1240
Simon Quick Advisors
New Jersey
$1.15M +$655K +11,885 +133%
LOAMS
1241
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.15M – – –
WA1
1242
Wimmer Associates 1
California
$1.14M -$527K -9,560 -32%
AIIMS
1243
Analyst IMS Investment Management Services
Israel
$1.14M +$49.9K +920 +5%
PAI
1244
Pittenger & Anderson Inc
Nebraska
$1.14M – – –
AL
1245
AJO LP
Pennsylvania
$1.14M +$835K +15,139 +277%
FBT
1246
First Bank & Trust
South Dakota
$1.14M +$3.92K +71 +0.3%
FFC
1247
First Financial Corp
Indiana
$1.13M -$104K -1,886 -8%
BFEC
1248
Benjamin F. Edwards & Company
Missouri
$1.13M -$152K -2,764 -12%
CPA
1249
Capital Planning Advisors
California
$1.13M -$297K -5,388 -21%
FLI
1250
Family Legacy Inc
South Carolina
$1.13M -$672K -12,185 -37%
48 49
50
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