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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 %
FNBTCON
1476
First National Bank & Trust Co of Newtown
Pennsylvania
$755K – – –
VC
1477
Vicus Capital
Pennsylvania
$755K +$10.1K +167 +1%
EF
1478
Exeter Financial
Arizona
$755K +$755K +12,441 New
SAM
1479
Smithbridge Asset Management
Pennsylvania
$749K +$16.4K +271 +2%
JC
1480
Jacobs & Co
California
$746K -$29.1K -480 -4%
PFBT
1481
Parkside Financial Bank & Trust
Missouri
$746K +$5.16K +85 +0.7%
RPC
1482
Rossmore Private Capital
Connecticut
$746K +$746K +12,289 New
MWP
1483
MYCIO Wealth Partners
Pennsylvania
$740K -$684K -11,262 -48%
TA
1484
Tiedemann Advisors
New York
$730K -$2.64M -43,526 -78%
DCM
1485
Dynamic Capital Management
Jersey
$730K -$640K -10,560 -47%
TIA
1486
Tiemann Investment Advisors
California
$726K -$63.5K -1,047 -8%
CWM
1487
Cornerstone Wealth Management
Missouri
$725K +$37.2K +596 +5%
FWCM
1488
First Western Capital Management
California
$724K – – –
BB
1489
Bell Bank
North Dakota
$724K +$56.8K +936 +9%
CCMG
1490
Clark Capital Management Group
Pennsylvania
$722K -$128K -2,113 -15%
HKIM
1491
Hayek Kallen Investment Management
Alabama
$719K +$15.3K +252 +2%
MCM
1492
McRae Capital Management
New Jersey
$716K – – –
SAM
1493
Summit Asset Management
Tennessee
$712K – – –
FAM
1494
Formidable Asset Management
Ohio
$712K +$18.2K +300 +3%
IGGA
1495
Iron Gate Global Advisors
Utah
$710K -$43.3K -714 -6%
HIC
1496
Hartline Investment Corp
Illinois
$710K +$7.28K +120 +1%
HH
1497
HWG Holdings
Texas
$701K +$701K +11,551 New
AHC
1498
Adell Harriman & Carpenter
Texas
$699K -$176K -2,898 -20%
FNBSF
1499
First National Bank Sioux Falls
South Dakota
$697K -$81.4K -1,342 -10%
OC
1500
Oarsman Capital
Wisconsin
$697K -$58.7K -968 -8%
58 59
60
61 62