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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 %
SBWM
1726
Sunflower Bank Wealth Management
Arizona
$212K -$210K -3,813 -50%
BC
1727
Banced Corp
Illinois
$212K -$3.7K -67 -2%
CC
1728
Cornerstone Capital
California
$212K – – –
MA
1729
Marshwinds Advisory
Georgia
$210K -$227K -4,104 -52%
CAM
1730
Close Asset Management
United Kingdom
$210K – – –
WSC
1731
Wellington Shields & Co
New York
$208K -$3.14K -57 -1%
DA
1732
Dillon & Associates
Michigan
$208K – – –
VWA
1733
V Wealth Advisors
Kansas
$206K -$55K -993 -21%
CFG
1734
CKW Financial Group
Hawaii
$206K – – –
PCMC
1735
Paragon Capital Management (Colorado)
Colorado
$204K +$204K +3,701 New
SFP
1736
Shepherd Financial Partners
Massachusetts
$203K -$310K -5,599 -60%
TDC
1737
Thompson Davis & Co
Virginia
$203K -$35K -636 -15%
HI
1738
Hendershot Investments
Virginia
$200K +$200K +3,622 New
OSNBOA
1739
Old Second National Bank of Aurora
Illinois
$194K +$3.2K +58 +2%
IP
1740
Intellectus Partners
California
$191K – – –
HR
1741
Howe & Rusling
New York
$190K -$11.2K -203 -6%
BDWM
1742
Brewin Dolphin Wealth Management
Ireland
$188K +$188K +3,415 New
SC
1743
SRB Corp
Massachusetts
$188K – – –
NCM
1744
Nelson Capital Management
California
$183K -$2.21K -40 -1%
CWM
1745
Cedar Wealth Management
California
$178K -$11.9K -215 -6%
IF
1746
Ironwood Financial
Arizona
$178K – – –
VCM
1747
Versant Capital Management
Arizona
$177K -$770 -14 -0.4%
ACM
1748
Armbruster Capital Management
New York
$176K -$18.2K -330 -9%
GAM
1749
Gemmer Asset Management
California
$175K -$10.9K -197 -6%
BCI
1750
Brinker Capital Investments
Pennsylvania
$170K +$26.7K +483 +19%
68 69
70
71 72