WFC icon

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 %
First Eagle Investment Management
1776
First Eagle Investment Management
New York
$99K – – –
MIC
1777
MU Investments Company
Japan
$97K -$8.17K -150 -8%
AC
1778
Alexandria Capital
Virginia
$95K -$5.97K -108 -6%
SGAM
1779
Smith Group Asset Management
Texas
$93K +$2.2K +40 +2%
MWM
1780
Mascoma Wealth Management
New Hampshire
$92K -$17.7K -320 -16%
BWM
1781
Baystate Wealth Management
Massachusetts
$90K -$55 -1 -0.1%
CWM
1782
Catamount Wealth Management
Connecticut
$87K – – –
MCA
1783
Mercer Capital Advisers
New Jersey
$85K – – –
IIC
1784
Integrated Investment Consultants
Michigan
$85K +$2.38K +43 +3%
WIM
1785
Westside Investment Management
California
$84.1K -$42K -761 -33%
Financial Engines Advisors
1786
Financial Engines Advisors
California
$83K +$62K +1,128 +295%
MCIA
1787
Mountain Capital Investment Advisors
Colorado
$77K -$11K -200 -13%
LWM
1788
Lenox Wealth Management
Ohio
$76K -$1.93K -35 -2%
AAC
1789
Asset Advisors Corp
Georgia
$76K – – –
CWM
1790
Cranbrook Wealth Management
Michigan
$74K – – –
SMFG
1791
Sumitomo Mitsui Financial Group
Japan
$70K -$272K -5,043 -80%
PO
1792
Private Ocean
California
$68K – – –
RCG
1793
Ruggie Capital Group
Florida
$66K – – –
PFO
1794
Pathstone Family Office
New Jersey
$63K -$339K -6,188 -84%
CSC
1795
Cove Street Capital
California
$62K +$62K +1,129 New
ABA
1796
American Beacon Advisors
Texas
$61K – – –
PG
1797
Patten Group
Tennessee
$61K – – –
FWM
1798
Focused Wealth Management
New York
$60K -$62.4K -1,123 -51%
AIS
1799
Accurate Investment Solutions
Pennsylvania
$60K +$11.1K +204 +23%
PWAM
1800
Park West Asset Management
California
$58K -$440K -8,040 -88%
70 71
72
73 74