WFC icon

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 %
SMC
1476
Smith, Moore & Co
Missouri
$532K +$112K +2,035 +27%
MCWS
1477
McKinley Carter Wealth Services
West Virginia
$528K -$128K -2,327 -20%
VST
1478
Van Strum & Towne
California
$528K -$17.7K -320 -3%
NWP
1479
Northstar Wealth Partners
Connecticut
$524K -$215K -3,900 -29%
BWM
1480
BigSur Wealth Management
Florida
$524K -$193K -3,500 -27%
GAM
1481
Gould Asset Management
California
$522K – – –
IPAM
1482
ICICI Prudential Asset Management
India
$513K – – –
JCM
1483
Janney Capital Management
Pennsylvania
$512K -$28.1K -510 -5%
AIM
1484
Arcadia Investment Management
Michigan
$512K – – –
NL
1485
NWAM LLC
Washington
$511K -$21.9K -397 -4%
SFM
1486
Systematic Financial Management
New Jersey
$510K – – –
FIM
1487
Fruth Investment Management
Texas
$509K – – –
HK
1488
Horizon Kinetics
New York
$508K -$29.5K -535 -5%
WA
1489
WBH Advisory
Maryland
$507K -$6.84K -124 -1%
OAM
1490
Occidental Asset Management
California
$505K – – –
GSBTD
1491
Glenview State Bank Trust Department
Illinois
$504K -$55.2K -1,000 -10%
KSA
1492
Ken Stern & Associates
California
$500K -$10.8K -196 -2%
IWA
1493
IBEX Wealth Advisors
New Jersey
$499K -$25.3K -458 -5%
WHRC
1494
W.H. Reaves & Co
New Jersey
$496K – – –
WIA
1495
Westbourne Investment Advisors
Maryland
$491K – – –
CWA
1496
Cypress Wealth Advisors
California
$489K -$80K -1,450 -14%
CCM
1497
Compass Capital Management
Minnesota
$489K – – –
AIM
1498
Allen Investment Management
New York
$484K +$484K +8,770 New
CWM
1499
Cahaba Wealth Management
Georgia
$483K +$483K +8,755 New
DMC
1500
Drexel Morgan & Co
Pennsylvania
$481K +$32.3K +584 +7%
58 59
60
61 62