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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 %
AssetMark Inc
1551
AssetMark Inc
California
$589K +$205K +3,385 +53%
MSAM
1552
Moloney Securities Asset Management
Missouri
$587K -$78.8K -1,300 -12%
DP
1553
Dearborn Partners
Illinois
$584K -$128K -2,116 -18%
PHK
1554
Point72 Hong Kong
Hong Kong
$584K +$115K +1,892 +24%
BAAM
1555
Baker Avenue Asset Management
California
$582K -$81.7K -1,345 -12%
SIM
1556
SSI Investment Management
California
$582K -$61.8K -1,019 -10%
NL
1557
NWAM LLC
Washington
$581K +$19.2K +317 +3%
VST
1558
Van Strum & Towne
California
$580K – – –
WA
1559
Wealth Architects
California
$578K -$78.5K -1,294 -12%
RP
1560
Reinhart Partners
Wisconsin
$578K -$8.5K -140 -1%
GSBTD
1561
Glenview State Bank Trust Department
Illinois
$578K +$24.3K +400 +4%
CTA
1562
Colonial Trust Advisors
South Carolina
$578K +$578K +9,518 New
BWM
1563
BigSur Wealth Management
Florida
$576K – – –
HA
1564
Halsey Associates
Connecticut
$576K +$576K +9,501 New
IC
1565
Inverness Counsel
New York
$574K -$2.02M -33,355 -78%
MFW
1566
Mosaic Family Wealth
Missouri
$572K -$49.5K -816 -8%
TSW
1567
Thompson Siegel & Walmsley
Virginia
$572K +$114K +1,880 +25%
OCM
1568
Orser Capital Management
Texas
$572K +$572K +9,081 New
IWA
1569
IBEX Wealth Advisors
New Jersey
$568K +$6.7K +108 +1%
VC
1570
Vestor Capital
Illinois
$566K -$127K -2,085 -18%
CWA
1571
Cypress Wealth Advisors
California
$565K +$27.1K +447 +5%
AA
1572
Apriem Advisors
California
$563K -$3.93M -64,725 -87%
SMC
1573
Smith, Moore & Co
Missouri
$562K -$23.2K -382 -4%
SFM
1574
Systematic Financial Management
New Jersey
$561K – – –
JFGLC
1575
Johnson Financial Group LLC (Colorado)
Colorado
$560K -$55.8K -920 -9%
61 62
63
64 65