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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 %
AIA
1301
Arbor Investment Advisors
North Carolina
$1.22M +$26.4K +436 +2%
CPA
1302
Court Place Advisors
Maryland
$1.21M -$12.1K -200 -1%
CCS
1303
Crosspoint Capital Strategies
California
$1.21M – – –
IB
1304
Intrust Bank
Kansas
$1.21M +$40.9K +675 +4%
NSB
1305
Norway Savings Bank
Maine
$1.2M -$103K -1,704 -8%
AMIM
1306
Aull & Monroe Investment Management
Alabama
$1.2M -$73K -1,204 -6%
LGC
1307
Laurel Grove Capital
California
$1.19M -$203K -3,350 -15%
FFC
1308
First Financial Corp
Indiana
$1.19M -$54.5K -899 -4%
OPTFSNA
1309
Old Point Trust & Financial Services N A
Virginia
$1.19M +$36.3K +598 +3%
MCM
1310
Murphy Capital Management
New Jersey
$1.18M -$30K -494 -2%
CWM
1311
Confluence Wealth Management
Oregon
$1.17M -$210K -3,462 -15%
AIIMS
1312
Analyst IMS Investment Management Services
Israel
$1.17M -$101K -1,665 -8%
AIM
1313
Advantage Investment Management
Iowa
$1.17M -$14.6K -240 -1%
MMG
1314
Monetary Management Group
Missouri
$1.17M -$13.7K -225 -1%
JA
1315
JOYN Advisors
Georgia
$1.17M +$1.17M +19,240 New
RWM
1316
Ritholtz Wealth Management
New York
$1.17M +$1.17M +19,214 New
FMLI
1317
Fukoku Mutual Life Insurance
Japan
$1.17M – – –
GCM
1318
Glynn Capital Management
California
$1.16M – – –
AWA
1319
ARS Wealth Advisors
Florida
$1.16M -$72.7K -1,198 -6%
MAM
1320
Martingale Asset Management
Massachusetts
$1.16M +$782K +12,886 +209%
WC
1321
Woodstock Corp
Massachusetts
$1.15M -$24.9K -410 -2%
JFA
1322
Johanson Financial Advisors
California
$1.15M +$36.7K +604 +3%
S
1323
SignatureFD
Georgia
$1.15M +$27.4K +451 +2%
MSA
1324
Marino Stram & Associates
Massachusetts
$1.14M +$1.14M +18,837 New
IIM
1325
Ipswich Investment Management
Massachusetts
$1.13M +$121 +2 +0%
51 52
53
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