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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 %
LRPA
1676
L. Roy Papp & Associates
Arizona
$415K -$850 -14 -0.2%
KP
1677
Keel Point
Alabama
$413K -$17.2K -284 -4%
CA
1678
Callahan Advisors
Texas
$412K -$80.9K -1,333 -16%
SNBOSD
1679
Security National Bank of So Dak
Iowa
$412K +$25.5K +419 +7%
CCM
1680
Cribstone Capital Management
Maine
$411K +$14.2K +234 +4%
BL
1681
Balentine LLC
Georgia
$410K +$242 +4 +0.1%
AIM
1682
Artemis Investment Management
United Kingdom
$409K -$13.6M -224,628 -97%
PIA
1683
Peachtree Investment Advisors
Georgia
$409K – – –
SDJVC
1684
St. Denis J. Villere & Co
Louisiana
$408K -$4.55K -75 -1%
OFW
1685
Omnia Family Wealth
Florida
$408K +$38K +626 +10%
CAG
1686
Csenge Advisory Group
Florida
$403K +$105K +1,729 +35%
BI
1687
Ballast Inc
Kentucky
$403K +$403K +6,637 New
LFR
1688
Lehman Financial Resources
Pennsylvania
$402K +$63K +1,040 +19%
VAM
1689
Verity Asset Management
North Carolina
$402K +$75.6K +1,215 +23%
CC
1690
Cedar Capital
Illinois
$402K +$90.9K +1,497 +29%
BFS
1691
Baskin Financial Services
Ontario, Canada
$397K – – –
AF
1692
Affiance Financial
Minnesota
$392K -$65.1K -1,072 -14%
TCB
1693
Texas Capital Bancshares
Texas
$389K -$2.43K -40 -0.6%
JGIA
1694
Jackson Grant Investment Advisers
Connecticut
$388K +$50.5K +832 +15%
WIP
1695
Wellesley Investment Partners
Massachusetts
$385K – – –
UWPG
1696
Ullmann Wealth Partners Group
Florida
$384K +$384K +6,202 New
CVM
1697
Cheviot Value Management
California
$383K -$10.1K -166 -3%
LC
1698
Lincoln Capital
Nebraska
$381K +$31.6K +520 +9%
WWM
1699
Willingdon Wealth Management
North Carolina
$380K +$12.1K +199 +3%
BC
1700
Barnett & Company
Tennessee
$379K -$265K -4,360 -41%
66 67
68
69 70