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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 %
CSS
1801
Cubist Systematic Strategies
Connecticut
$56K -$2.11M -37,996 -97%
RFWA
1802
RPg Family Wealth Advisory
Massachusetts
$55.1K -$10.4K -188 -16%
WAM
1803
Westport Asset Management
Connecticut
$55K – – –
CFA
1804
Camarda Financial Advisors
Florida
$55K – – –
APSP
1805
Asset Planning Services (Pennsylvania)
Pennsylvania
$54K +$222 +4 +0.4%
TCCM
1806
Timber Creek Capital Management
Massachusetts
$53K -$13.4K -246 -20%
HCA
1807
Horan Capital Advisors
Ohio
$53K +$53K +955 New
IWMA
1808
Ironwood Wealth Management (Arizona)
Arizona
$48K +$48K +868 New
CBT
1809
Central Bank & Trust
Kentucky
$42K -$9.47K -172 -18%
SCA
1810
Stuart Chaussee & Associates
California
$41K – – –
LGWM
1811
Litman Gregory Wealth Management
California
$39K +$39K +700 New
TRCT
1812
Tower Research Capital (TRC)
New York
$37K -$769K -14,078 -95%
RBC
1813
Roble Belko & Company
Pennsylvania
$36K +$9.72K +175 +37%
TIM
1814
Tortoise Investment Management
New York
$35K -$8.64K -156 -20%
IP
1815
Isthmus Partners
Wisconsin
$33K – – –
CFD
1816
Creative Financial Designs
Indiana
$32K -$10.3K -186 -24%
NCM
1817
New Capital Management
Texas
$29K – – –
RAM
1818
Riggs Asset Management
Pennsylvania
$28K -$8.61K -155 -24%
MUS
1819
Mitsubishi UFJ Securities
Japan
$28K – – –
DPA
1820
Delphi Private Advisors
California
$25K -$85.6K -1,561 -77%
TCM
1821
TD Capital Management
Tennessee
$24K – – –
HWM
1822
Holloway Wealth Management
Florida
$23K -$23K – –
LA
1823
Legacy Advisors
Pennsylvania
$23K +$437 +8 +2%
MWM
1824
MinichMacGregor Wealth Management
New York
$22K -$1.58K -29 -7%
CAL
1825
Capital Advisors Ltd
Ohio
$22K – – –
71 72
73
74 75