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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 %
FFA
1226
Fragasso Financial Advisors
Pennsylvania
$1.52M +$246K +4,060 +19%
CK
1227
Cohen Klingenstein
New York
$1.51M – – –
BCM
1228
BTR Capital Management
California
$1.51M -$148K -2,437 -9%
DAC
1229
Dividend Assets Capital
South Carolina
$1.51M +$73.7K +1,215 +5%
BO
1230
BRR OpCo
Ohio
$1.51M -$29.5K -486 -2%
BHBT
1231
Burke & Herbert Bank & Trust
Virginia
$1.51M +$23.8K +392 +2%
FCI
1232
Financial Counselors Inc
Kansas
$1.5M -$449K -7,403 -23%
QCMC
1233
Quantum Capital Management (California)
California
$1.5M -$53K -874 -3%
DAS
1234
Dynamic Advisor Solutions
Arizona
$1.49M +$5.4K +89 +0.4%
FBB
1235
Fulton Breakefield Broenniman
Maryland
$1.49M -$11.2M -185,095 -88%
QCG
1236
Quadrant Capital Group
Ohio
$1.48M -$9.35K -156 -0.6%
AP
1237
Atwood & Palmer
Missouri
$1.47M -$152K -2,500 -9%
NFA
1238
Nuveen Fund Advisors
Illinois
$1.47M -$869K -14,325 -37%
CAPTRUST Financial Advisors
1239
CAPTRUST Financial Advisors
North Carolina
$1.47M +$1.24M +20,393 +529%
DBIA
1240
Dumont & Blake Investment Advisors
New Jersey
$1.47M -$8.98K -148 -0.6%
JIC
1241
Joel Isaacson & Co
New York
$1.47M -$61.9K -1,020 -4%
LBC
1242
Lawrence B. Cohen
$1.47M -$37.9K -625 -3%
BEAM
1243
Baker Ellis Asset Management
Washington
$1.47M -$21.2K -350 -1%
WI
1244
Wintrust Investments
Illinois
$1.46M -$52.4K -863 -3%
HAG
1245
HighPoint Advisor Group
Illinois
$1.44M +$25.6K +442 +2%
BEC
1246
Blue Edge Capital
Virginia
$1.43M -$52.1K -858 -4%
PA
1247
Perennial Advisors
New York
$1.43M +$45K +741 +3%
AFG
1248
Albion Financial Group
Utah
$1.43M – – –
SIM
1249
Sonora Investment Management
Arizona
$1.43M -$1.82K -30 -0.1%
FSA
1250
Franklin Street Advisors
North Carolina
$1.42M -$28.2K -465 -2%
48 49
50
51 52