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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 %
Retirement Systems of Alabama
151
Retirement Systems of Alabama
Alabama
$145M +$2.36M +42,771 +2%
WHG
152
Westwood Holdings Group
Texas
$144M -$49M -889,177 -25%
GIA
153
Gateway Investment Advisers
Ohio
$142M +$900K +16,313 +0.6%
CA
154
Cortland Advisers
Delaware
$141M +$785K +14,240 +0.6%
USAA
155
United Services Automobile Association
Texas
$137M +$1.1M +19,986 +0.8%
SCCM
156
Schafer Cullen Capital Management
New York
$135M -$1.76M -31,970 -1%
TAM
157
Troy Asset Management
United Kingdom
$134M +$134M +2,429,500 New
Loomis, Sayles & Company
158
Loomis, Sayles & Company
Massachusetts
$132M -$14.6M -264,307 -10%
HP
159
Holowesko Partners
Bahamas
$131M +$18.1M +329,000 +16%
HTC
160
Haverford Trust Company
Pennsylvania
$129M +$109K +1,983 +0.1%
SI
161
Sentry Investments
Ontario, Canada
$126M -$9.87M -179,000 -7%
B
162
BloombergSen
Ontario, Canada
$126M – – –
TPI
163
Tesco Pension Investment
United Kingdom
$125M – – –
RFC
164
Regions Financial Corp
Alabama
$123M +$78.1K +1,416 +0.1%
HFS
165
HL Financial Services
Kentucky
$121M -$133K -2,410 -0.1%
FMI
166
Factory Mutual Insurance
Massachusetts
$119M +$16.3M +295,384 +16%
CLM
167
ClearBridge LLC (Maryland)
Maryland
$119M -$5.95M -107,840 -5%
GF
168
Gabelli Funds
New York
$119M -$1.89M -34,200 -2%
GT
169
Glenmede Trust
Pennsylvania
$118M +$837K +15,177 +0.7%
WM
170
WS Management
Florida
$117M – – –
MLICM
171
Metropolitan Life Insurance Company (MetLife)
New York
$117M -$3.23M -58,591 -3%
BIP
172
Brandes Investment Partners
California
$116M -$34.8M -631,817 -23%
BCIM
173
British Columbia Investment Management
British Columbia, Canada
$115M -$2.04M -36,981 -2%
MIS
174
Morningstar Investment Services
Illinois
$114M +$1.82M +32,980 +2%
MCI
175
McDonald Capital Investors
California
$112M +$57.6K +1,045 +0.1%
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