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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 %
BFEC
1276
Benjamin F. Edwards & Company
Missouri
$1.3M +$52.6K +868 +4%
WA
1277
Wheatland Advisors
Pennsylvania
$1.29M -$6.01K -99 -0.5%
BO
1278
Bank OZK
Arkansas
$1.28M -$92.2K -1,520 -7%
VFPI
1279
Vantage Financial Partners (Illinois)
Illinois
$1.28M +$12.1K +200 +1%
NDSI
1280
Newman Dignan & Sheerar Inc
Rhode Island
$1.28M -$214K -3,520 -14%
IH
1281
IFC Holdings
Florida
$1.26M +$783K +12,906 +163%
LOAMS
1282
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.26M – – –
IDBONY
1283
Israel Discount Bank of New York
New York
$1.26M -$3.64K -60 -0.3%
CCA
1284
Cobblestone Capital Advisors
New York
$1.26M -$7.89K -130 -0.6%
GLA
1285
Good Life Advisors
Pennsylvania
$1.25M +$21.9K +352 +2%
CAM
1286
Claret Asset Management
Quebec, Canada
$1.25M +$1.25M +20,623 New
MOS
1287
MGO One Seven
Ohio
$1.25M +$1.25M +20,591 New
CBN
1288
Cadence Bank NA
Texas
$1.25M -$34.7K -572 -3%
NAMA
1289
Nikko Asset Management Americas
New York
$1.25M – – –
CCM
1290
Coldstream Capital Management
Washington
$1.24M +$29.9K +493 +2%
CAAS
1291
Capital Asset Advisory Services
Michigan
$1.24M +$221K +3,640 +22%
ACC
1292
Accident Compensation Corp
New Zealand
$1.24M +$637K +10,500 +105%
WA1
1293
Wimmer Associates 1
California
$1.24M -$15K -247 -1%
PWAP
1294
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.24M -$86.5K -1,425 -7%
CCMD
1295
Cypress Capital Management (Delaware)
Delaware
$1.23M +$42.7K +703 +4%
PFS
1296
Prospera Financial Services
Texas
$1.23M +$13.9K +225 +1%
WAM
1297
Weatherly Asset Management
California
$1.23M -$4.31K -71 -0.4%
FBT
1298
First Bank & Trust
South Dakota
$1.22M -$25K -413 -2%
MA
1299
Mutual Advisors
Nebraska
$1.22M +$1.22M +20,076 New
HCM
1300
Hudson Capital Management
New Jersey
$1.22M +$1.22M +20,060 New
50 51
52
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