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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 %
WEC
1351
Winslow Evans & Crocker
Massachusetts
$821K -$60.6K -1,099 -7%
JFA
1352
JNBA Financial Advisors
Minnesota
$819K -$29K -526 -3%
LCM
1353
Leisure Capital Management
California
$816K -$1.44M -26,175 -64%
WCM
1354
Windsor Capital Management
Arizona
$814K – – –
SSG
1355
Summit Securities Group
New York
$811K +$811K +14,700 New
RIM
1356
Regent Investment Management
Kentucky
$809K – – –
SBA
1357
Seven Bridges Advisors
New York
$809K +$809K +14,678 New
CA
1358
Cornerstone Advisory
Maryland
$805K -$57.2K -1,037 -7%
DT
1359
Diversified Trust
Tennessee
$802K +$13.1K +237 +2%
FCIM
1360
Fairview Capital Investment Management
California
$802K +$113K +2,050 +16%
SFA
1361
Sequoia Financial Advisors
Ohio
$796K -$56.4K -1,022 -7%
AHC
1362
Adell Harriman & Carpenter
Texas
$796K -$429K -7,784 -35%
AWM
1363
AE Wealth Management
Kansas
$794K +$399K +7,241 +101%
EIA
1364
Edgemoor Investment Advisors
Maryland
$790K – – –
WPA
1365
West Paces Advisors
Georgia
$789K -$21K -380 -3%
WCWM
1366
Willow Creek Wealth Management
California
$781K +$51.8K +940 +7%
CPIG
1367
Chicago Partners Investment Group
Illinois
$780K +$707K +12,820 +965%
BFC
1368
Blue Fin Capital
Rhode Island
$779K -$108K -1,960 -12%
CCMG
1369
Clark Capital Management Group
Pennsylvania
$773K +$147K +2,661 +23%
NG
1370
Northstar Group
New York
$772K -$54.9K -995 -7%
GEA
1371
Glen Eagle Advisors
New Jersey
$768K -$189K -3,433 -20%
LC
1372
LCNB Corp
Ohio
$766K -$36.6K -664 -5%
LJHT
1373
Laurie J. Hall Trustee
$765K -$27K -490 -3%
NAM
1374
Needelman Asset Management
California
$763K +$3.31K +60 +0.4%
FPCG
1375
Fort Pitt Capital Group
Pennsylvania
$758K +$109K +1,973 +17%
53 54
55
56 57