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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 %
CT
1676
Clearstead Trust
Maine
$260K – – –
BKA
1677
Brick & Kyle Associates
Pennsylvania
$260K +$260K +4,723 New
CWM
1678
Cabot Wealth Management
Massachusetts
$259K – – –
SHJ
1679
Sharkey, Howes & Javer
Colorado
$256K +$2K +36 +0.8%
FI
1680
FormulaFolio Investments
Michigan
$255K -$38.7K -701 -13%
PWMAG
1681
Pinnacle Wealth Management Advisory Group
New Jersey
$251K -$1.54M -27,933 -86%
PP
1682
Pegasus Partners
Wisconsin
$251K +$251K +4,558 New
CAM
1683
ClariVest Asset Management
California
$250K +$10.3K +186 +4%
FA
1684
FCG Advisors
New Jersey
$248K -$3.59K -65 -1%
HPWM
1685
Highland Private Wealth Management
Washington
$248K +$772 +14 +0.3%
TAM
1686
Trillium Asset Management
Massachusetts
$247K -$16.4K -296 -6%
EA
1687
Elm Advisors
California
$245K – – –
VIA
1688
Vident Investment Advisory
Georgia
$245K +$12.6K +228 +5%
OIA
1689
OneDigital Investment Advisors
Kansas
$244K -$2.43M -44,143 -91%
RP
1690
Rowlandmiller & Partners
Georgia
$244K -$31.6K -574 -11%
PA
1691
Parkside Advisors
California
$243K +$243K +4,408 New
BAM
1692
Belpointe Asset Management
Nevada
$242K +$242K +4,390 New
HW
1693
Hancock Whitney
Mississippi
$241K -$2.76K -50 -1%
ICM
1694
IMS Capital Management
Oregon
$239K +$110 +2 +0%
WMG
1695
WESCAP Management Group
California
$237K -$23.5K -425 -9%
FCB
1696
First Command Bank
Texas
$237K -$18K -325 -7%
FCFS
1697
First Command Financial Services
Texas
$237K -$18K -325 -7%
SHWM
1698
Smith & Howard Wealth Management
Georgia
$236K -$18.4K -333 -7%
WA
1699
WealthTrust-Arizona
Arizona
$234K -$38.6K -700 -14%
MPM
1700
Meritage Portfolio Management
Kansas
$232K – – –
66 67
68
69 70