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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 %
AWA
1251
ARS Wealth Advisors
Florida
$1.12M -$1.67M -30,256 -60%
WAM
1252
Weatherly Asset Management
California
$1.12M -$84.8K -1,537 -7%
CPA
1253
Court Place Advisors
Maryland
$1.11M +$6.73K +122 +0.6%
CCM
1254
Coldstream Capital Management
Washington
$1.1M +$34.5K +626 +3%
RC
1255
RBF Capital
California
$1.1M – – –
MCM
1256
Murphy Capital Management
New Jersey
$1.1M -$319K -5,779 -22%
LCS
1257
Levin Capital Strategies
New York
$1.09M +$528K +9,586 +95%
BIAS
1258
Beacon Investment Advisory Services
New Jersey
$1.09M +$699K +12,670 +180%
MC
1259
Micawber Capital
Washington
$1.09M +$90.5K +1,641 +9%
AIA
1260
Arbor Investment Advisors
North Carolina
$1.08M +$165 +3 +0%
GLA
1261
Good Life Advisors
Pennsylvania
$1.08M -$159K -2,908 -13%
PFS
1262
Prospera Financial Services
Texas
$1.08M +$7.87K +143 +0.7%
CCMD
1263
Cypress Capital Management (Delaware)
Delaware
$1.08M +$28.4K +515 +3%
AIM
1264
Advantage Investment Management
Iowa
$1.08M +$8.77K +159 +0.8%
MMG
1265
Monetary Management Group
Missouri
$1.08M -$193K -3,500 -15%
CG
1266
CFO4Life Group
Texas
$1.07M +$37.9K +687 +4%
WC
1267
Woodstock Corp
Massachusetts
$1.07M -$24.8K -450 -2%
OC
1268
Oakworth Capital
Alabama
$1.07M -$19.8K -387 -2%
FC
1269
Ferris Capital
Massachusetts
$1.07M -$25.7K -466 -2%
IB
1270
Intrust Bank
Kansas
$1.06M -$58K -1,051 -5%
PGIM
1271
Pacific Global Investment Management
California
$1.06M -$24.5K -445 -2%
FMLI
1272
Fukoku Mutual Life Insurance
Japan
$1.06M -$5.52K -100 -0.5%
GCM
1273
Glynn Capital Management
California
$1.06M – – –
DR
1274
Davis Rea
Ontario, Canada
$1.06M +$1.06M +19,125 New
PSC
1275
Prentiss Smith & Co
Vermont
$1.05M -$39.9K -723 -4%
49 50
51
52 53