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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 %
TAM
1701
Tealwood Asset Management
Minnesota
$232K +$232K +4,209 New
IP
1702
Investment Partners
Ohio
$231K -$109K -1,980 -32%
CCT
1703
Capital City Trust
Florida
$231K – – –
TCM
1704
Tradewinds Capital Management
Washington
$231K +$441 +8 +0.2%
AWM
1705
AllSquare Wealth Management
New York
$228K -$27.5K -500 -11%
NFG
1706
Nations Financial Group
Iowa
$226K -$77K -1,393 -25%
PCA
1707
Peddock Capital Advisors
Massachusetts
$226K -$2.31K -42 -1%
BFIM
1708
Beese Fulmer Investment Management
Ohio
$224K – – –
AIS
1709
American Investment Services
Massachusetts
$224K +$827 +15 +0.4%
MWM
1710
Merriman Wealth Management
Washington
$224K +$224K +4,065 New
RIA
1711
RPG Investment Advisory
California
$223K +$59.4K +1,077 +36%
CAPTRUST Financial Advisors
1712
CAPTRUST Financial Advisors
North Carolina
$223K +$223K +3,852 New
MC
1713
Miles Capital
Iowa
$221K -$188K -3,409 -46%
AHC
1714
Anderson Hoagland & Co
Missouri
$221K -$48.3K -877 -18%
EFSCE
1715
Enterprise Financial Services Corp (EFSC)
Missouri
$221K -$14.5K -263 -6%
WCM
1716
Weatherstone Capital Management
Colorado
$221K -$8.67K -157 -4%
Kayne Anderson Rudnick Investment Management
1717
Kayne Anderson Rudnick Investment Management
California
$221K – – –
CCMW
1718
Cypress Capital Management (Wyoming)
Wyoming
$221K – – –
CAIMH
1719
Central Asset Investments & Management Holdings
Hong Kong
$221K +$221K +4,000 New
GIM
1720
Goelzer Investment Management
Indiana
$219K – – –
MBA
1721
McQueen Ball & Associates
Pennsylvania
$218K +$218K +3,960 New
GBBWRPM
1722
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$216K -$16.7K -305 -7%
SIAS
1723
Shine Investment Advisory Services
Colorado
$216K +$5.19K +94 +2%
ATC
1724
Adirondack Trust Company
New York
$215K – – –
MCMT
1725
Moon Capital Management (Tennessee)
Tennessee
$213K – – –
67 68
69
70 71