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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 %
ACM
1401
Ativo Capital Management
Illinois
$702K +$58K +1,051 +9%
PA
1402
Parallel Advisors
California
$696K -$30.2K -562 -4%
FPF
1403
FNY Partners Fund
New York
$689K +$689K +12,500 New
OC
1404
Oarsman Capital
Wisconsin
$687K -$4.97K -90 -0.7%
IWM
1405
IHT Wealth Management
Illinois
$686K -$143K -2,583 -17%
FNBTCON
1406
First National Bank & Trust Co of Newtown
Pennsylvania
$686K -$85.9K -1,558 -11%
IGGA
1407
Iron Gate Global Advisors
Utah
$685K +$63.1K +1,145 +10%
BCP
1408
Berkeley Capital Partners
Georgia
$679K +$57.4K +1,041 +9%
PMFA
1409
Plante Moran Financial Advisors
Michigan
$677K -$44.8K -812 -6%
VC
1410
Vicus Capital
Pennsylvania
$677K +$207K +3,751 +44%
PFBT
1411
Parkside Financial Bank & Trust
Missouri
$674K +$3.53K +64 +0.5%
Koshinski Asset Management
1412
Koshinski Asset Management
Illinois
$673K -$161K -2,920 -19%
SAM
1413
Smithbridge Asset Management
Pennsylvania
$666K +$173K +3,134 +35%
PCIG
1414
Partners Capital Investment Group
Massachusetts
$663K +$663K +12,028 New
FWCM
1415
First Western Capital Management
California
$658K – – –
NIA
1416
Northstar Investment Advisors
Colorado
$652K -$14K -253 -2%
MCM
1417
McRae Capital Management
New Jersey
$651K -$82.8K -1,500 -11%
DP
1418
Dearborn Partners
Illinois
$648K -$5.67M -102,814 -90%
SAM
1419
Summit Asset Management
Tennessee
$648K +$3.97K +72 +0.6%
HKIM
1420
Hayek Kallen Investment Management
Alabama
$640K +$171K +3,100 +36%
HIC
1421
Hartline Investment Corp
Illinois
$639K – – –
IIC
1422
Ironwood Investment Counsel
Arizona
$635K +$142K +2,572 +29%
FHA
1423
Flagship Harbor Advisors
Massachusetts
$633K +$8.98K +162 +1%
FAM
1424
Formidable Asset Management
Ohio
$631K +$8.94K +162 +1%
VC
1425
Vestor Capital
Illinois
$629K -$8.84M -160,281 -93%
55 56
57
58 59