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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 %
MSFP
1701
Mark Sheptoff Financial Planning
Connecticut
$379K -$48.6K -800 -11%
WC
1702
Weil Company
California
$379K +$379K +6,252 New
LTI
1703
Laffer Tengler Investments
Tennessee
$378K -$60.2K -993 -14%
AAM
1704
Aureus Asset Management
Massachusetts
$378K +$19.2K +317 +5%
CAM
1705
Congress Asset Management
Massachusetts
$376K -$24.3K -400 -6%
SCG
1706
Sonata Capital Group
Washington
$376K – – –
BWA
1707
Burt Wealth Advisors
Maryland
$376K +$59.3K +977 +19%
FIAS
1708
FinTrust Investment Advisory Services
South Carolina
$375K -$43.5K -716 -10%
CCP
1709
Clarkston Capital Partners
Michigan
$373K – – –
SCM
1710
Snow Capital Management
Pennsylvania
$372K -$9.41K -155 -2%
NEPWA
1711
New England Private Wealth Advisors
Massachusetts
$371K -$30.9K -504 -8%
PCM
1712
Palisade Capital Management
New Jersey
$370K -$773K -12,750 -68%
FCFC
1713
First Commonwealth Financial Corp
Pennsylvania
$369K -$73.7K -1,214 -17%
WAS
1714
WESPAC Advisors SoCal
California
$369K – – –
FI
1715
FormulaFolio Investments
Michigan
$369K +$88.4K +1,455 +31%
HFA
1716
Huber Financial Advisors
Illinois
$365K +$365K +6,012 New
CCC
1717
Chelsea Counsel Company
California
$364K -$747K -12,300 -67%
PWP
1718
Private Wealth Partners
California
$363K -$746K -12,305 -67%
HL
1719
HeadInvest LLC
Maine
$363K -$60K -990 -14%
BMM
1720
Buffington Mohr McNeal
Idaho
$363K – – –
CGL
1721
Clarius Group LLC
Washington
$362K +$2.43K +40 +0.7%
CCFCSB
1722
Cape Cod Five Cents Savings Bank
Massachusetts
$362K +$10.1K +166 +3%
SXL
1723
Summit X LLC
Missouri
$362K +$21.7K +355 +6%
JWBC
1724
J.W. Burns & Co
New York
$358K – – –
CF
1725
Copperwynd Financial
Arizona
$358K +$358K +5,900 New
67 68
69
70 71