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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 %
JGIA
1626
Jackson Grant Investment Advisers
Connecticut
$306K +$33.1K +601 +12%
EAMA
1627
EFG Asset Management (Americas)
Florida
$305K -$3.71M -67,240 -92%
FAG
1628
Financial Advisory Group
Texas
$305K +$28K +508 +10%
FAM
1629
Flaharty Asset Management
Florida
$304K +$304K +5,508 +91,800%
PL
1630
Parthenon LLC
Kentucky
$303K -$2.76K -50 -0.9%
SC
1631
Saybrook Capital
North Carolina
$303K – – –
WPIC
1632
White Pine Investment Company
Michigan
$302K – – –
WIS
1633
Wright Investors Service
Connecticut
$300K -$943K -17,063 -76%
ACA
1634
Anchor Capital Advisors
Massachusetts
$300K -$46.3K -840 -13%
CHP
1635
Cable Hill Partners
Oregon
$297K +$195K +3,538 +192%
BMCM
1636
Bryn Mawr Capital Management
Pennsylvania
$296K – – –
SIG
1637
Sky Investment Group
Connecticut
$296K +$3.31K +60 +1%
RMCM
1638
Reynders McVeigh Capital Management
Massachusetts
$294K -$70.4K -1,275 -19%
MSR
1639
Main Street Research
Connecticut
$293K -$29.6K -537 -9%
IA
1640
Independence Advisors
Pennsylvania
$293K -$2.81K -51 -1%
AF
1641
Aldebaran Financial
$293K – – –
AAM
1642
AR Asset Management
California
$292K – – –
TCM
1643
Tributary Capital Management
Nebraska
$292K +$16.5K +300 +6%
VAM
1644
Verity Asset Management
North Carolina
$291K -$66.8K -1,205 -19%
CAI
1645
Capital Advisors Inc
Oklahoma
$291K -$32K -580 -10%
KFS
1646
Kurt F. Somerville
$290K -$293K -5,300 -50%
STMM
1647
South Texas Money Management
Texas
$290K -$91K -1,650 -24%
SFI
1648
SPC Financial Inc
Maryland
$289K -$22K -399 -7%
FLPIM
1649
F.L. Putnam Investment Management
Massachusetts
$289K +$289K +5,233 New
BWA
1650
Burt Wealth Advisors
Maryland
$288K +$43.1K +781 +18%
64 65
66
67 68