WFC icon

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 %
MIAN
1301
Mariner Independent Advisor Network
Kansas
$983K +$231K +4,192 +31%
WPP
1302
Whalerock Point Partners
Rhode Island
$982K -$375K -6,800 -28%
RMAM
1303
Raab & Moskowitz Asset Management
New Jersey
$980K -$521K -9,290 -35%
BIM
1304
Baldwin Investment Management
Pennsylvania
$972K -$51K -925 -5%
WA
1305
WealthTrust Axiom
Pennsylvania
$972K -$16.5K -299 -2%
IIM
1306
Intact Investment Management
Quebec, Canada
$965K – – –
VNIM
1307
Vaughan Nelson Investment Management
Texas
$964K -$40.8M -739,638 -98%
AIM
1308
Aspen Investment Management
Michigan
$964K -$11K -200 -1%
LCM
1309
Logan Capital Management
Pennsylvania
$964K +$138K +2,500 +17%
PAS
1310
Partnervest Advisory Services
California
$958K -$50.6K -917 -5%
AF
1311
Arrow Financial
New York
$957K -$2.65M -48,168 -74%
PVWM
1312
Point View Wealth Management
New Jersey
$951K -$45.5K -825 -5%
MAA
1313
Mraz Amerine & Associates
California
$946K -$409K -7,410 -30%
GBT
1314
Grove Bank & Trust
Florida
$945K +$96.8K +1,755 +11%
HAI
1315
Hennessy Advisors Inc
California
$938K -$331K -6,000 -26%
FRM
1316
Fox Run Management
Connecticut
$938K -$154K -2,800 -14%
CAAS
1317
Capital Asset Advisory Services
Michigan
$930K – – –
HAM
1318
Highstreet Asset Management
Ontario, Canada
$928K +$464K +8,410 +100%
FCCM
1319
First City Capital Management
Georgia
$927K -$33.1K -600 -3%
MBT
1320
Monroe Bank & Trust
Michigan
$926K -$15.9K -288 -2%
BI
1321
Boulegeris Investments
Georgia
$924K -$199K -3,600 -18%
LJAC
1322
L.J. Altfest & Co
New York
$911K -$33K -599 -3%
AIA
1323
AIMZ Investment Advisors
California
$910K – – –
EM
1324
ELCO Management
New York
$907K +$1.38K +25 +0.2%
Cetera Investment Advisers
1325
Cetera Investment Advisers
Illinois
$907K +$33.5K +602 +4%
51 52
53
54 55