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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 %
SAM
1801
Seelaus Asset Management
New Jersey
$293K +$293K +4,835 New
HPWM
1802
Highland Private Wealth Management
Washington
$292K +$19.6K +324 +7%
RIG
1803
Roosevelt Investment Group
New York
$292K +$292K +4,814 New
TIM
1804
Thompson Investment Management
Wisconsin
$291K -$6K -99 -2%
WSCM
1805
Wellington Shields Capital Management
New York
$291K – – –
IRC
1806
Investors Research Corp
Georgia
$291K +$291K +4,795 New
AC
1807
Avestar Capital
New York
$291K +$291K +4,920 New
ACP
1808
Arcus Capital Partners
Georgia
$290K -$2.39M -39,449 -89%
BFA
1809
Beaumont Financial Advisors
Massachusetts
$290K -$21.1K -348 -7%
DW
1810
Domani Wealth
Pennsylvania
$290K – – –
GAMC
1811
Garner Asset Management Corp
Texas
$290K – – –
IA
1812
Independence Advisors
Pennsylvania
$287K -$35.7K -588 -11%
NP
1813
NS Partners
United Kingdom
$287K -$5.76K -95 -2%
MSS
1814
Mitchell Sinkler & Starr
Pennsylvania
$286K – – –
BW
1815
Biegel & Waller
Maryland
$286K +$286K +4,708 New
BIA
1816
Bigelow Investment Advisors
Maine
$285K +$285K +4,693 New
XSC
1817
X-Square Capital
Puerto Rico
$285K +$285K +4,698 New
CWM
1818
Cabot Wealth Management
Massachusetts
$284K -$546 -9 -0.2%
DFIG
1819
Dragon Financial & Investment Group
California
$284K +$284K +4,676 New
SHJ
1820
Sharkey, Howes & Javer
Colorado
$281K +$1.88K +31 +0.7%
MFG
1821
Monte Financial Group
Connecticut
$280K +$280K +4,613 New
HS
1822
HighVista Strategies
Massachusetts
$279K -$72.8K -1,200 -21%
GCC
1823
Game Creek Capital
Massachusetts
$279K +$279K +4,600 New
PP
1824
Pegasus Partners
Wisconsin
$277K – – –
CT
1825
Clearstead Trust
Maine
$274K -$11.8K -194 -4%
71 72
73
74 75