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 %
LJAC
1376
L.J. Altfest & Co
New York
$1M +$61 +1 +0%
GA
1377
Greytown Advisors
Florida
$1M +$186K +3,062 +23%
Cetera Investment Advisers
1378
Cetera Investment Advisers
Illinois
$997K +$14K +233 +1%
CCM
1379
CrestPoint Capital Management
Missouri
$995K -$1.03M -16,900 -51%
NG
1380
Northstar Group
New York
$990K +$141K +2,325 +17%
MCM
1381
Mork Capital Management
California
$989K +$989K +16,300 New
CCT
1382
Chemung Canal Trust
New York
$987K -$133K -2,185 -12%
EM
1383
ELCO Management
New York
$984K -$13.7K -225 -1%
EAM
1384
Evanson Asset Management
California
$984K +$198K +3,268 +25%
LAM
1385
Lingohr Asset Management
Germany
$983K – – –
AIA
1386
AIMZ Investment Advisors
California
$982K -$18.8K -310 -2%
GBT
1387
Grove Bank & Trust
Florida
$980K -$58.8K -970 -6%
S
1388
SimplyRich
California
$977K +$977K +16,096 New
MAA
1389
Mraz Amerine & Associates
California
$973K -$67.8K -1,118 -7%
OMC
1390
Old Mission Capital
Illinois
$971K +$971K +16,000 New
WPW
1391
Winthrop Partners - WNY
New York
$971K +$971K +16,674 New
BI
1392
Boulegeris Investments
Georgia
$969K -$47K -775 -5%
OC
1393
Oakworth Capital
Alabama
$967K -$219K -3,880 -18%
IAMOG
1394
Investors Asset Management of Georgia
Georgia
$967K +$32.1K +529 +3%
RMAM
1395
Raab & Moskowitz Asset Management
New Jersey
$966K -$92.7K -1,528 -9%
SI
1396
SII Investments
Wisconsin
$965K -$8.28M -136,771 -90%
AHB
1397
Abner Herrman & Brock
New Jersey
$959K +$50.1K +825 +6%
KTC
1398
Kistler-Tiffany Companies
Pennsylvania
$957K -$10.8K -178 -1%
YP
1399
Yellowstone Partners
Idaho
$953K -$140K -2,314 -13%
AF
1400
Arrow Financial
New York
$948K -$106K -1,740 -10%
54 55
56
57 58