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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 %
ZIG
1526
Zuckerman Investment Group
Illinois
$648K +$44.7K +738 +7%
AFNAS
1527
American Financial Network Advisory Services
California
$636K -$5.22K -86 -0.8%
GAM
1528
Gould Asset Management
California
$635K +$60.7K +1,000 +11%
SCM
1529
Stonebridge Capital Management
California
$629K -$75.1K -1,200 -11%
SAM
1530
SignalPoint Asset Management
Missouri
$625K -$326K -5,371 -34%
SAM
1531
Shamrock Asset Management
Texas
$618K – – –
CBA
1532
Coastal Bridge Advisors
Connecticut
$613K – – –
GHAM
1533
Gilman Hill Asset Management
Connecticut
$613K +$2.43K +40 +0.4%
FAB
1534
First American Bank
Illinois
$609K +$7.34K +121 +1%
RC
1535
RBF Capital
California
$607K -$607K -10,000 -50%
ERIM
1536
Eagle Ridge Investment Management
Connecticut
$607K -$304K -5,000 -33%
MJP
1537
Michael J. Puzo
$607K – – –
HA
1538
Harbor Advisors
Florida
$607K – – –
WDL
1539
Well Done LLC
Michigan
$605K -$8.56K -141 -1%
FHA
1540
Flagship Harbor Advisors
Massachusetts
$603K -$102K -1,652 -14%
CCM
1541
Canal Capital Management
Virginia
$602K -$25K -412 -4%
SFG
1542
SNS Financial Group
Minnesota
$601K -$59.8K -991 -9%
FIM
1543
Freedom Investment Management
Connecticut
$600K -$15K -248 -2%
FAT
1544
First American Trust
California
$599K -$533K -8,779 -47%
AWA
1545
Arete Wealth Advisors
Illinois
$599K -$37.4K -617 -6%
SWK
1546
Stephen W. Kidder
$598K – – –
OCM
1547
Osterweis Capital Management
California
$592K – – –
CAW
1548
Cornerstone Advisors (Washington)
Washington
$592K – – –
SLF
1549
Sun Life Financial
Ontario, Canada
$590K -$1.4M -23,127 -70%
SWA
1550
Sutton Wealth Advisors
Florida
$590K -$80.5K -1,327 -12%
60 61
62
63 64