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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 %
WCM
1526
Wallace Capital Management
Texas
$445K -$16.6K -300 -4%
FAN
1527
Financial Advisors Network
California
$439K +$12.5K +226 +3%
IH
1528
IFC Holdings
Florida
$438K -$157K -2,829 -26%
BC
1529
Blueport Capital
Texas
$435K – – –
BMC
1530
Benin Management Corp
Connecticut
$434K – – –
I2I
1531
Insight 2811 Inc
Illinois
$433K +$38K +689 +10%
BWFA
1532
Baltimore-Washington Financial Advisors
Maryland
$429K -$7.81M -141,576 -95%
PHK
1533
Point72 Hong Kong
Hong Kong
$427K -$368K -6,666 -46%
PHAM
1534
Palisades Hudson Asset Management
Florida
$423K -$31K -562 -7%
SWM
1535
Segment Wealth Management
Texas
$423K -$13.8K -251 -3%
DDC
1536
DF Dent & Co
Maryland
$422K – – –
CFA
1537
Capstone Financial Advisors
Illinois
$421K -$1.32K -24 -0.3%
AB
1538
AT Bancorp
Iowa
$418K +$2.65K +48 +0.6%
TSW
1539
Thompson Siegel & Walmsley
Virginia
$416K +$26.5K +481 +7%
AF
1540
Affiance Financial
Minnesota
$415K +$3.36K +61 +0.8%
PHS
1541
Pekin Hardy Strauss
Illinois
$415K +$27.6K +501 +7%
NWM
1542
Northwest Wealth Management
Iowa
$414K -$298K -5,414 -42%
GC
1543
Gratus Capital
Georgia
$413K -$4.9M -88,904 -92%
GWS
1544
Glassman Wealth Services
Virginia
$413K – – –
RWM
1545
RKL Wealth Management
Pennsylvania
$413K +$181K +4,180 +78%
OKSA
1546
O'Keefe Stevens Advisory
New York
$413K +$413K +7,490 New
ASC
1547
Atalanta Sosnoff Capital
New York
$410K -$376K -6,825 -48%
PLFAM
1548
Pineno Levin & Ford Asset Management
Virginia
$410K – – –
NQWM
1549
Northwest Quadrant Wealth Management
Oregon
$409K -$117K -2,169 -22%
DDPIC
1550
Deroy & Devereaux Private Investment Counsel
Michigan
$408K -$58.7K -1,064 -13%
60 61
62
63 64