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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 %
FA
1826
FCG Advisors
New Jersey
$274K +$1.64K +27 +0.6%
MPM
1827
Meritage Portfolio Management
Kansas
$274K +$18.2K +300 +7%
PAG
1828
Pinnacle Advisory Group
Maryland
$273K -$245K -4,036 -47%
WCM
1829
Weatherstone Capital Management
Colorado
$273K +$29.9K +492 +12%
LC
1830
Loews Corp
New York
$273K +$273K +4,501 New
TAM
1831
Trillium Asset Management
Massachusetts
$271K – – –
DIA
1832
Davidson Investment Advisors
Montana
$271K +$271K +4,469 New
RP
1833
Rowlandmiller & Partners
Georgia
$270K – – –
PIM
1834
Provident Investment Management
Michigan
$268K +$268K +4,425 New
EGM
1835
Engineers Gate Manager
New York
$266K -$2.89M -47,696 -92%
EA
1836
Elm Advisors
California
$266K -$3.94K -65 -1%
KFA
1837
Kays Financial Advisory
Georgia
$266K +$91.7K +1,510 +53%
LFS
1838
Legacy Financial Strategies
Kansas
$265K +$265K +4,363 New
CB
1839
Chemical Bank
Michigan
$265K +$265K +4,374 New
PGA
1840
Portland Global Advisors
Maine
$264K -$44K -725 -14%
PWMAG
1841
Pinnacle Wealth Management Advisory Group
New Jersey
$263K -$12.2K -202 -4%
HI
1842
Hendershot Investments
Virginia
$262K +$42.4K +700 +19%
PTC
1843
Philadelphia Trust Company
Pennsylvania
$261K +$261K +4,301 New
KA
1844
Kaizen Advisory
Illinois
$261K +$261K +4,303 New
EWM
1845
Evermay Wealth Management
Virginia
$261K +$261K +4,310 New
DWM
1846
Dynasty Wealth Management
Florida
$261K +$261K +4,310 New
CIM
1847
Confluence Investment Management
Missouri
$259K -$135K -2,222 -34%
SHWM
1848
Smith & Howard Wealth Management
Georgia
$259K – – –
WA
1849
WealthTrust-Arizona
Arizona
$257K – – –
BWP
1850
BSW Wealth Partners
Colorado
$255K +$255K +4,198 New
72 73
74
75 76