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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 %
BAM
1401
Barrett Asset Management
New York
$947K +$667 +11 +0.1%
GI
1402
Glovista Investments
New Jersey
$944K +$110K +1,809 +13%
CWS
1403
Cypress Wealth Services
California
$943K +$943K +15,536 New
WEC
1404
Winslow Evans & Crocker
Massachusetts
$943K +$39.4K +650 +4%
CICI
1405
Capital Investment Counsel Inc
North Carolina
$942K -$48.4K -798 -5%
CG
1406
Colony Group
Massachusetts
$942K +$23.2K +382 +3%
HWP
1407
Hefty Wealth Partners
Indiana
$927K +$919K +15,132 +10,809%
GC
1408
Grimes & Company
Massachusetts
$912K +$502K +8,262 +122%
WSL
1409
Western Standard LLC
California
$911K -$2.87M -47,300 -76%
KSCM
1410
Kamunting Street Capital Management
Florida
$910K -$607K -10,000 -40%
BA
1411
Birinyi Associates
Connecticut
$910K -$30.3K -500 -3%
EMR
1412
Errol M. Rudman
$910K +$910K +15,000 New
VCA
1413
Verdence Capital Advisors
Maryland
$910K +$910K +15,000 New
RCM
1414
RB Capital Management
Nevada
$908K +$5.7K +94 +0.6%
SFG
1415
Summit Financial Group
West Virginia
$907K -$22.5K -370 -2%
TWA
1416
TCI Wealth Advisors
Arizona
$907K -$607 -10 -0.1%
JFA
1417
JNBA Financial Advisors
Minnesota
$900K – – –
CT
1418
CPF Texas
Texas
$900K +$900K +14,720 New
BFO
1419
Biltmore Family Office
North Carolina
$900K +$900K +14,835 New
SBA
1420
Seven Bridges Advisors
New York
$891K – – –
CA
1421
Cornerstone Advisory
Maryland
$891K +$5.04K +83 +0.6%
WWM
1422
Windsor Wealth Management
Indiana
$884K +$884K +14,564 New
LJHT
1423
Laurie J. Hall Trustee
$881K +$39.6K +652 +5%
GLI
1424
Guardian Life Insurance
New York
$878K +$261K +4,304 +42%
DT
1425
Diversified Trust
Tennessee
$877K -$5.65K -93 -0.6%
55 56
57
58 59