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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 %
NWM
1501
Northwest Wealth Management
Iowa
$691K +$235K +3,877 +52%
NAM
1502
NTV Asset Management
West Virginia
$689K – – –
AFC
1503
AFT Forsyth & Company
Florida
$688K +$688K +11,335 New
HCA
1504
Harbour Capital Advisors
Virginia
$687K -$675K -11,126 -50%
FPS
1505
Fieldpoint Private Securities
Connecticut
$683K +$79.4K +1,308 +13%
Holocene Advisors
1506
Holocene Advisors
New York
$683K +$683K +11,255 New
CPA
1507
Capital Planning Advisors
California
$681K -$564K -9,289 -45%
FFS
1508
Founders Financial Securities
Maryland
$681K +$681K +11,220 New
TFF
1509
The Family Firm
Maryland
$680K +$121 +2 +0%
IFWM
1510
Institute for Wealth Management
Colorado
$680K +$4.68K +77 +0.7%
LPT
1511
Legacy Private Trust
Wisconsin
$679K -$1.4K -23 -0.2%
OIA
1512
Optimum Investment Advisors
Illinois
$673K +$182 +3 +0%
MA
1513
MCF Advisors
Kentucky
$673K +$1.09K +18 +0.2%
WAP
1514
Wealthcare Advisory Partners
Pennsylvania
$668K +$30.5K +503 +5%
HAI
1515
Hennessy Advisors Inc
California
$667K -$364K -6,000 -35%
WPW
1516
Waldron Private Wealth
Pennsylvania
$667K – – –
SQA
1517
Simon Quick Advisors
New Jersey
$660K -$708K -10,765 -52%
BW
1518
Bison Wealth
Georgia
$657K -$127K -2,091 -16%
KA
1519
Kovack Advisors
Florida
$655K +$215K +3,537 +49%
PP
1520
PrairieView Partners
Minnesota
$652K +$652K +10,750 New
WCM
1521
Whitener Capital Management
North Carolina
$651K +$651K +10,742 New
NIA
1522
Northstar Investment Advisors
Colorado
$650K -$66.3K -1,094 -9%
IIC
1523
Ironwood Investment Counsel
Arizona
$649K -$49.6K -817 -7%
ADL
1524
Asset Dedication LLC
California
$649K +$47.3K +789 +8%
AB
1525
Atlas Brown
Kentucky
$648K -$80.2K -1,225 -11%
59 60
61
62 63