WFC icon

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 %
KWM
1351
Kingsview Wealth Management
Oregon
$1.07M +$106K +1,741 +11%
Koshinski Asset Management
1352
Koshinski Asset Management
Illinois
$1.07M +$331K +5,452 +45%
WA
1353
WealthTrust Axiom
Pennsylvania
$1.07M – – –
AFP
1354
Ausdal Financial Partners
Iowa
$1.07M -$72.9K -1,201 -6%
CG
1355
CFO4Life Group
Texas
$1.07M -$117K -1,926 -10%
IIM
1356
Intact Investment Management
Quebec, Canada
$1.06M – – –
VNIM
1357
Vaughan Nelson Investment Management
Texas
$1.06M – – –
PAS
1358
Partnervest Advisory Services
California
$1.06M +$4.73K +78 +0.4%
FMB
1359
Field & Main Bank
Kentucky
$1.06M +$1.06M +17,430 New
PCM
1360
Pointe Capital Management
Michigan
$1.05M -$32.5K -535 -3%
AIM
1361
Aspen Investment Management
Michigan
$1.05M -$6.07K -100 -0.6%
QSS
1362
Quantitative Systematic Strategies
Florida
$1.05M +$1.05M +17,371 New
SIA
1363
Starfire Investment Advisers
Michigan
$1.05M +$1.05M +17,372 New
LCM
1364
Logan Capital Management
Pennsylvania
$1.05M -$11K -182 -1%
GP
1365
GLG Partners
United Kingdom
$1.05M +$1.05M +17,269 New
GSC
1366
G&S Capital
Colorado
$1.04M +$1.04M +17,202 New
JCM
1367
Jacobi Capital Management
Pennsylvania
$1.04M +$21.7K +349 +2%
PVWM
1368
Point View Wealth Management
New Jersey
$1.04M -$6.01K -99 -0.6%
BIM
1369
Baldwin Investment Management
Pennsylvania
$1.04M -$32.2K -530 -3%
BC
1370
Burney Company
Virginia
$1.04M +$46.6K +769 +5%
MBT
1371
Monroe Bank & Trust
Michigan
$1.02M +$3.58K +59 +0.4%
FCCM
1372
First City Capital Management
Georgia
$1.02M -$1.94K -32 -0.2%
WP
1373
WealthSource Partners
California
$1.01M -$2.1M -34,679 -67%
AFA
1374
Aurora Financial Advisors
Massachusetts
$1M +$1M +16,557 New
BIC
1375
Beach Investment Counsel
Pennsylvania
$1M -$103K -1,690 -9%
53 54
55
56 57