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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 %
VIMU
1751
Veritas Investment Management (UK)
United Kingdom
$168K – – –
BWA
1752
BDO Wealth Advisors
Florida
$164K +$13.1K +237 +9%
LC
1753
Landaas & Company
Wisconsin
$159K +$159K +2,876 New
KFA
1754
Kays Financial Advisory
Georgia
$158K +$5.61K +102 +4%
VCM
1755
Vigilant Capital Management
Maine
$155K +$993 +18 +0.6%
WAS
1756
Winch Advisory Services
Wisconsin
$154K +$1.16K +21 +0.8%
AIS
1757
AlphaOne Investment Services
Pennsylvania
$149K +$149K +2,704 New
AFIA
1758
America First Investment Advisors
Nebraska
$144K – – –
TAM
1759
Trust Asset Management
Texas
$144K – – –
MCM
1760
MV Capital Management
Maryland
$143K -$25.4K -459 -15%
BA
1761
BKS Advisors
Michigan
$143K +$143K +2,587 New
AOWM
1762
Alpha Omega Wealth Management
Virginia
$138K -$221 -4 -0.2%
HCM
1763
Highlander Capital Management
New Jersey
$135K -$13.1K -237 -9%
GS
1764
GAM Systematic
United Kingdom
$131K +$131K +2,375 New
CIR
1765
Clear Investment Research
Georgia
$120K – – –
PFGIA
1766
Patriot Financial Group Insurance Agency
Massachusetts
$119K +$13.6K +246 +13%
WC
1767
Whitnell & Co
Illinois
$118K +$165 +3 +0.1%
FA
1768
Fortis Advisors
Pennsylvania
$118K +$107K +1,950 +975%
FMTCOCP
1769
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$113K -$108K -1,953 -49%
SA
1770
SRH Advisors
Kansas
$113K +$11K +200 +11%
ECM
1771
Exchange Capital Management
Michigan
$110K -$2.24M -40,566 -95%
CCS
1772
Crosspoint Capital Strategies
California
$110K – – –
WAM
1773
Watermark Asset Management
California
$110K – – –
SIAP
1774
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$107K -$9.07K -164 -8%
MCM
1775
Manchester Capital Management
Vermont
$102K +$49.9K +906 +96%
69 70
71
72 73