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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 %
SCG
1601
Sonata Capital Group
Washington
$342K – – –
MAM
1602
Martingale Asset Management
Massachusetts
$341K -$11K -199 -3%
MFBTD
1603
MB Financial Bank - Trust Department
Illinois
$340K -$38.8K -703 -10%
CCP
1604
Clarkston Capital Partners
Michigan
$339K – – –
BFA
1605
Benedict Financial Advisors
Georgia
$338K -$91.9K -1,668 -21%
OFW
1606
Omnia Family Wealth
Florida
$336K -$4.41K -80 -1%
WAS
1607
WESPAC Advisors SoCal
California
$336K – – –
BMM
1608
Buffington Mohr McNeal
Idaho
$334K -$1.3M -23,350 -80%
WWM
1609
Willingdon Wealth Management
North Carolina
$334K -$10.3K -187 -3%
CGL
1610
Clarius Group LLC
Washington
$327K -$304K -5,500 -48%
FNBOH
1611
First National Bank of Hutchinson
Kansas
$326K -$5.55K -100 -2%
AAM
1612
Aureus Asset Management
Massachusetts
$326K +$11.8K +214 +4%
JWBC
1613
J.W. Burns & Co
New York
$325K -$26.2K -476 -7%
HIC
1614
Harvey Investment Company
Kentucky
$321K -$20K -362 -6%
HS
1615
HighVista Strategies
Massachusetts
$320K -$22.1K -400 -6%
CCFCSB
1616
Cape Cod Five Cents Savings Bank
Massachusetts
$320K – – –
LC
1617
Lincoln Capital
Nebraska
$317K -$5.51K -100 -2%
EDRIA
1618
Edmonds Duncan Registered Investment Advisors
Kansas
$316K +$27.1K +500 +9%
SIC
1619
Sigma Investment Counselors
Michigan
$314K +$8.71K +158 +3%
CAL
1620
Capital Analysts LLC
Pennsylvania
$309K -$113K -2,045 -27%
SS
1621
Simplicity Solutions
Minnesota
$308K -$1.35M -24,590 -81%
LFR
1622
Lehman Financial Resources
Pennsylvania
$308K – – –
EGA
1623
E&G Advisors
Texas
$308K +$308K +5,583 New
KF
1624
Krilogy Financial
Missouri
$307K +$11.7K +213 +4%
SXL
1625
Summit X LLC
Missouri
$307K +$13.1K +238 +4%
63 64
65
66 67