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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 %
MTIM
1501
Marathon Trading Investment Management
Pennsylvania
$480K +$480K +8,700 New
SBSB
1502
Sullivan, Bruyette, Speros & Blaney
Virginia
$479K -$24.2K -438 -5%
BFIC
1503
Bedell Frazier Investment Counselling
California
$478K -$48.3K -877 -9%
VCAM
1504
Van Cleef Asset Management
Ohio
$477K -$35.3K -640 -7%
RPAM
1505
Rhenman & Partners Asset Management
Sweden
$477K +$74.3K +1,348 +18%
PAG
1506
Pinnacle Advisory Group
Maryland
$470K -$109K -1,979 -19%
AZA
1507
Arthur Zaske & Associates
Michigan
$470K – – –
CANY
1508
Caxton Associates (New York)
New York
$469K – – –
CC
1509
Colrain Capital
Massachusetts
$469K – – –
BCM
1510
Bourgeon Capital Management
Connecticut
$468K +$54.8K +994 +13%
PL
1511
Plancorp LLC
Missouri
$467K -$551K -10,001 -54%
BIM
1512
Barton Investment Management
Pennsylvania
$464K – – –
ARMC
1513
American Research & Management Company
Massachusetts
$463K – – –
HHGA
1514
Halbert Hargrove Global Advisors
California
$462K -$19.6K -356 -4%
GWCM
1515
Godshalk Welsh Capital Management
Pennsylvania
$461K +$2.76K +50 +0.6%
RA
1516
RFG Advisory
Alabama
$457K -$55.5K -1,007 -11%
LPIC
1517
LeJeune Puetz Investment Counsel
Michigan
$456K – – –
LWM
1518
Lyell Wealth Management
California
$454K -$136K -2,462 -23%
ACM
1519
AUA Capital Management
Pennsylvania
$453K – – –
PA
1520
Probity Advisors
Texas
$453K +$49.4K +895 +12%
FC
1521
FCA Corp
Texas
$450K – – –
CAM
1522
CMT Asset Management
Illinois
$448K -$8.25M -23,835 -95%
CA
1523
Callahan Advisors
Texas
$448K -$80.5K -1,460 -15%
RIG
1524
Renaissance Investment Group
Massachusetts
$448K -$5.13K -93 -1%
Aristotle Capital Management
1525
Aristotle Capital Management
California
$447K +$82.8K +1,500 +23%
59 60
61
62 63