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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 %
TF
1651
Tompkins Financial
New York
$287K -$50K -908 -15%
SC
1652
Schulhoff & Co
Ohio
$287K +$55 +1 +0%
AGM
1653
Alpine Global Management
New York
$287K +$287K +5,200 New
PCP
1654
Proficio Capital Partners
Massachusetts
$285K -$73.1K -1,327 -20%
IIA
1655
IPG Investment Advisors
California
$283K -$150K -2,713 -35%
BFA
1656
Beaumont Financial Advisors
Massachusetts
$283K -$53K -959 -16%
CC
1657
Cedar Capital
Illinois
$283K +$19.7K +356 +7%
PGA
1658
Portland Global Advisors
Maine
$280K – – –
PCFFS
1659
Pacific Center for Financial Services
California
$279K +$110 +2 +0%
EC
1660
EJF Capital
Virginia
$276K -$138K -2,500 -33%
BIA
1661
Biondo Investment Advisors
Pennsylvania
$275K – – –
WI
1662
Wedgewood Investors
Pennsylvania
$274K -$496 -9 -0.2%
EF
1663
Empirical Finance
Pennsylvania
$274K – – –
CAG
1664
Csenge Advisory Group
Florida
$271K +$271K +4,910 New
GMA
1665
Goldstein Munger & Associates
California
$270K – – –
TIM
1666
Thompson Investment Management
Wisconsin
$270K – – –
CBTWT
1667
Community Bank & Trust (Waco, Texas)
Texas
$267K – – –
NP
1668
NS Partners
United Kingdom
$266K -$34.4K -625 -11%
TCM
1669
Telos Capital Management
California
$264K -$86.2K -1,565 -25%
WSCM
1670
Wellington Shields Capital Management
New York
$264K -$60.6K -1,100 -19%
GAMC
1671
Garner Asset Management Corp
Texas
$264K -$16.6K -300 -6%
DW
1672
Domani Wealth
Pennsylvania
$264K – – –
WA
1673
Winfield Associates
Ohio
$262K -$6.94K -126 -3%
RB
1674
Rodgers Brothers
Pennsylvania
$261K – – –
MSS
1675
Mitchell Sinkler & Starr
Pennsylvania
$260K – – –
65 66
67
68 69