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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 %
JCM
1326
Jacobi Capital Management
Pennsylvania
$906K +$91.1K +1,652 +11%
LAM
1327
Lingohr Asset Management
Germany
$905K – – –
CICI
1328
Capital Investment Counsel Inc
North Carolina
$900K -$38.6K -700 -4%
SJL
1329
Shayne & Jacobs LLC
Tennessee
$895K +$695K +12,600 +347%
BC
1330
Burney Company
Virginia
$886K -$15.6K -287 -2%
AI
1331
Accredited Investors
Minnesota
$884K -$2.43K -44 -0.3%
KWM
1332
Kingsview Wealth Management
Oregon
$881K +$85.5K +1,550 +11%
KTC
1333
Kistler-Tiffany Companies
Pennsylvania
$880K +$16.4K +297 +2%
WCM
1334
Washington Capital Management
Washington
$866K – – –
BCM
1335
Brookstone Capital Management
Illinois
$864K -$27.9K -506 -3%
SAM
1336
SignalPoint Asset Management
Missouri
$863K -$193K -3,507 -18%
BAM
1337
Barrett Asset Management
New York
$861K -$131K -2,370 -13%
WAM
1338
Wolverine Asset Management
Illinois
$856K +$856K +15,534 New
TH
1339
TCTC Holdings
Texas
$855K -$33.1K -600 -4%
BA
1340
Birinyi Associates
Connecticut
$855K -$30.3K -550 -3%
IAMOG
1341
Investors Asset Management of Georgia
Georgia
$850K -$46.1K -835 -5%
SFG
1342
Summit Financial Group
West Virginia
$845K -$12.7K -230 -1%
NME
1343
Notis-McConarty Edward
$844K -$5.63K -102 -0.7%
LCM
1344
Liberty Capital Management
Michigan
$841K -$13.7K -250 -2%
FDS
1345
First Dallas Securities
Texas
$840K -$79.9K -1,448 -9%
CG
1346
Colony Group
Massachusetts
$835K +$136K +2,467 +19%
ERIM
1347
Eagle Ridge Investment Management
Connecticut
$827K -$1.43K -26 -0.2%
AHB
1348
Abner Herrman & Brock
New Jersey
$826K -$12M -217,613 -94%
TWA
1349
TCI Wealth Advisors
Arizona
$825K -$4.25K -77 -0.5%
OCM
1350
One Capital Management
California
$822K -$2.26M -40,960 -73%
52 53
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