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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 %
SWM
1451
Stockman Wealth Management
Montana
$579K +$379K +6,863 +189%
WAP
1452
Wealthcare Advisory Partners
Pennsylvania
$579K +$576K +10,453 +21,333%
AWA
1453
Arete Wealth Advisors
Illinois
$578K -$504K -9,154 -47%
HCM
1454
Hollencrest Capital Management
California
$576K -$23.7K -430 -4%
CCM
1455
Canal Capital Management
Virginia
$570K -$30K -545 -5%
MFW
1456
Mosaic Family Wealth
Missouri
$565K +$26.6K +482 +5%
SAM
1457
Shamrock Asset Management
Texas
$561K -$20.1K -365 -3%
GLI
1458
Guardian Life Insurance
New York
$561K -$441 -8 -0.1%
FIM
1459
Freedom Investment Management
Connecticut
$560K -$451K -8,167 -45%
JFGLC
1460
Johnson Financial Group LLC (Colorado)
Colorado
$559K +$41.9K +761 +8%
WDL
1461
Well Done LLC
Michigan
$557K -$2.76K -50 -0.5%
GHAM
1462
Gilman Hill Asset Management
Connecticut
$555K +$69.2K +1,255 +14%
CBA
1463
Coastal Bridge Advisors
Connecticut
$554K – – –
HA
1464
Harbor Advisors
Florida
$552K – – –
ACC
1465
Accident Compensation Corp
New Zealand
$552K +$552K +10,000 New
MJP
1466
Michael J. Puzo
$551K -$55.1K -1,000 -9%
ZIG
1467
Zuckerman Investment Group
Illinois
$549K – – –
ADL
1468
Asset Dedication LLC
California
$548K -$16.7K -306 -3%
FPS
1469
Fieldpoint Private Securities
Connecticut
$548K +$128K +2,320 +30%
FAB
1470
First American Bank
Illinois
$547K +$5.9K +107 +1%
SWK
1471
Stephen W. Kidder
$544K -$11K -200 -2%
OCM
1472
Osterweis Capital Management
California
$538K – – –
CAW
1473
Cornerstone Advisors (Washington)
Washington
$538K +$34.4K +625 +7%
RP
1474
Reinhart Partners
Wisconsin
$533K -$51.9K -940 -9%
SM
1475
Sciencast Management
New Jersey
$533K +$533K +9,478 New
57 58
59
60 61