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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 %
NAM
1426
NTV Asset Management
West Virginia
$627K – – –
SCM
1427
Stonebridge Capital Management
California
$620K +$413K +7,500 +200%
LPT
1428
Legacy Private Trust
Wisconsin
$619K -$19.6K -356 -3%
TFF
1429
The Family Firm
Maryland
$618K +$165 +3 +0%
NCM
1430
Novare Capital Management
North Carolina
$617K -$4.63M -83,964 -88%
AB
1431
Atlas Brown
Kentucky
$613K +$218K +3,953 +55%
MA
1432
MCF Advisors
Kentucky
$611K -$92.2K -1,672 -13%
CWM
1433
Cornerstone Wealth Management
Missouri
$611K -$60.4K -1,090 -9%
OIA
1434
Optimum Investment Advisors
Illinois
$611K -$22.7K -412 -4%
IFWM
1435
Institute for Wealth Management
Colorado
$611K +$67.4K +1,227 +12%
SWA
1436
Sutton Wealth Advisors
Florida
$609K – – –
GIC
1437
GFI Investment Counsel
Ontario, Canada
$607K – – –
BB
1438
Bell Bank
North Dakota
$606K -$66.3K -1,202 -10%
MSAM
1439
Moloney Securities Asset Management
Missouri
$606K -$22K -399 -4%
WPW
1440
Waldron Private Wealth
Pennsylvania
$606K +$150K +2,725 +33%
SFG
1441
SNS Financial Group
Minnesota
$604K -$15.6K -283 -3%
IOOF
1442
Independent Order of Foresters
Ontario, Canada
$604K – – –
TFO
1443
Tarbox Family Office
California
$603K +$8.22K +149 +1%
BAAM
1444
Baker Avenue Asset Management
California
$603K +$308K +5,591 +105%
WA
1445
Wealth Architects
California
$597K -$65.6K -1,188 -10%
PAM
1446
PT Asset Management
Illinois
$590K – – –
BC
1447
Barnett & Company
Tennessee
$585K +$25.8K +468 +5%
AFNAS
1448
American Financial Network Advisory Services
California
$583K +$583K +10,572 New
SIM
1449
SSI Investment Management
California
$582K +$52.3K +954 +10%
AUB
1450
Atlantic Union Bankshares
Virginia
$580K -$2.27M -41,249 -80%
56 57
58
59 60