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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 %
SOAMC
1251
Spirit of America Management Corp
New York
$1.42M +$103K +1,700 +8%
ID
1252
Integral Derivatives
New York
$1.42M +$63.8K +1,051 +5%
FTC
1253
Farmers Trust Company
Ohio
$1.41M -$9.1K -150 -0.6%
MMHP
1254
Murphy Middleton Hinkle & Parker
Georgia
$1.41M +$1.41M +23,169 New
BP
1255
Ballentine Partners
Massachusetts
$1.4M -$327K -5,396 -19%
NFG
1256
Next Financial Group
Texas
$1.4M -$1.2M -19,715 -46%
CWM
1257
Calamos Wealth Management
Illinois
$1.4M -$2.4M -39,613 -63%
LNB
1258
Ledyard National Bank
$1.39M +$38.2K +630 +3%
NCMW
1259
Northern Capital Management (Wisconsin)
Wisconsin
$1.38M -$1.39M -22,974 -50%
WMG
1260
WESCAP Management Group
California
$1.38M +$1.12M +18,500 +431%
LSAG
1261
Lake Street Advisors Group
New Hampshire
$1.38M +$1.38M +22,760 New
FC
1262
Forte Capital
New York
$1.37M -$51.2K -844 -4%
MGIA
1263
Moneta Group Investment Advisors
Missouri
$1.37M +$22.6K +372 +2%
BWM
1264
Buckley Wealth Management
Nevada
$1.37M +$1.37M +22,627 New
EHWM
1265
Eads & Heald Wealth Management
Georgia
$1.36M -$3.76K -62 -0.3%
CA
1266
Continuum Advisory
Idaho
$1.35M +$28.8K +474 +2%
RWA
1267
River Wealth Advisors
Pennsylvania
$1.34M +$20.9K +344 +2%
DIS
1268
Diversified Investment Strategies
Louisiana
$1.34M – – –
GFPC
1269
Global Financial Private Capital
Florida
$1.32M -$52.6K -867 -4%
STA
1270
Summit Trail Advisors
New York
$1.32M +$1.32M +20,398 New
NSIM
1271
North Star Investment Management
Illinois
$1.32M +$182 +3 +0%
HSA
1272
HBK Sorce Advisory
Pennsylvania
$1.31M +$225K +3,715 +21%
BI
1273
Bredin Investment
Delaware
$1.31M +$1.31M +21,438 New
NHC
1274
Nicholas Hoffman & Company
Georgia
$1.3M -$89.7K -1,478 -6%
GC
1275
Garde Capital
Washington
$1.3M -$14.6K -240 -1%
49 50
51
52 53