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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 %
OPTFSNA
1276
Old Point Trust & Financial Services N A
Virginia
$1.05M -$51.9K -941 -5%
CCT
1277
Country Club Trust
Missouri
$1.04M +$118K +2,135 +13%
PCM
1278
Palisade Capital Management
New Jersey
$1.04M +$13.8K +250 +1%
AFP
1279
Ausdal Financial Partners
Iowa
$1.04M +$69.6K +1,262 +7%
IIM
1280
Ipswich Investment Management
Massachusetts
$1.03M -$59.9K -1,086 -5%
FAT
1281
First American Trust
California
$1.03M -$4.32M -78,355 -81%
PAM
1282
Premier Asset Management
Illinois
$1.03M +$232K +4,202 +29%
S
1283
SignatureFD
Georgia
$1.02M +$51.2K +928 +5%
KC
1284
Kepos Capital
New York
$1.02M +$1.02M +18,501 New
JFA
1285
Johanson Financial Advisors
California
$1.02M -$388 -7 -0%
CCT
1286
Chemung Canal Trust
New York
$1.02M +$13.5K +244 +1%
PWP
1287
Private Wealth Partners
California
$1.01M -$58.7K -1,065 -6%
CCC
1288
Chelsea Counsel Company
California
$1.01M – – –
AAM
1289
Augustine Asset Management
Florida
$1.01M – – –
BIC
1290
Beach Investment Counsel
Pennsylvania
$1.01M – – –
WG
1291
Welch Group
Alabama
$1M -$5.07K -92 -0.5%
FHC
1292
First Heartland Consultants
Missouri
$1M +$27.6K +501 +3%
GD
1293
Grandfield & Dodd
New York
$1M +$18.8K +340 +2%
ROTUOC
1294
Regents of the University of California
California
$999K – – –
YP
1295
Yellowstone Partners
Idaho
$994K +$994K +18,017 New
CAM
1296
Columbia Asset Management
Michigan
$993K -$116K -2,108 -10%
ACM
1297
Adalta Capital Management
New York
$993K -$6.45K -117 -0.6%
HSA
1298
HBK Sorce Advisory
Pennsylvania
$989K +$19.8K +360 +2%
PCM
1299
Pointe Capital Management
Michigan
$988K +$6.18K +112 +0.6%
MIC
1300
Meridian Investment Counsel
California
$987K – – –
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