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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 %
AWA
1751
Alaska Wealth Advisors
Alaska
$332K +$332K +5,485 New
AF
1752
Aldebaran Financial
$330K +$7.95K +131 +2%
MFBTD
1753
MB Financial Bank - Trust Department
Illinois
$329K -$45.8K -753 -12%
RFA
1754
Reilly Financial Advisors
California
$328K -$1.58M -26,016 -83%
WWM
1755
Wagner Wealth Management
South Carolina
$328K +$328K +5,208 New
UBV
1756
United Bank (Virginia)
Virginia
$327K +$327K +5,386 New
BFC
1757
Bedel Financial Consulting
Indiana
$326K +$326K +5,367 New
KJWM
1758
Kiley Juergens Wealth Management
Washington
$326K +$326K +5,376 New
PGWM
1759
Parisi Gray Wealth Management
New Jersey
$324K +$324K +5,310 New
MSR
1760
Main Street Research
Connecticut
$323K +$61 +1 +0%
FLPIM
1761
F.L. Putnam Investment Management
Massachusetts
$323K +$5.4K +89 +2%
LA
1762
LexAurum Advisors
Kansas
$323K +$323K +5,169 New
BFA
1763
Benedict Financial Advisors
Georgia
$322K -$50.2K -828 -13%
AAM
1764
AR Asset Management
California
$322K – – –
VA
1765
Valmark Advisers
Ohio
$322K +$322K +5,310 New
BWL
1766
Bogart Wealth LLC
Virginia
$320K -$455K -7,501 -59%
JT
1767
Jump Trading
Illinois
$320K +$320K +5,281 New
AWM
1768
Altium Wealth Management
New York
$319K +$319K +5,267 New
MCWS
1769
McKinley Carter Wealth Services
West Virginia
$318K -$263K -4,331 -45%
IWC
1770
Integrated Wealth Concepts
Massachusetts
$318K +$318K +5,131 New
FDS
1771
First Dallas Securities
Texas
$317K -$606K -9,989 -66%
SC
1772
Schulhoff & Co
Ohio
$316K +$121 +2 +0%
NME
1773
Notis-McConarty Edward
$315K -$612K -10,100 -66%
VWA
1774
V Wealth Advisors
Kansas
$313K +$80.3K +1,282 +34%
SBL
1775
Sargent Bickham Lagudis
Colorado
$311K -$87.1K -1,438 -22%
69 70
71
72 73