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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 %
BCA
1851
Berman Capital Advisors
Georgia
$255K +$255K +4,208 New
SM
1852
Sciencast Management
New Jersey
$254K -$357K -5,541 -58%
IP
1853
Investment Partners
Ohio
$254K +$61 +1 +0%
HI
1854
Harrington Investments
California
$254K +$254K +4,194 New
AWM
1855
AllSquare Wealth Management
New York
$251K – – –
CHA
1856
Carmichael Hill & Associates
Maryland
$251K +$251K +4,138 New
VIA
1857
Vident Investment Advisory
Georgia
$250K -$19.2K -317 -7%
RMCM
1858
Reynders McVeigh Capital Management
Massachusetts
$249K -$74.4K -1,225 -23%
PCA
1859
Peddock Capital Advisors
Massachusetts
$249K – – –
AIS
1860
American Investment Services
Massachusetts
$247K +$848 +14 +0.3%
BFIM
1861
Beese Fulmer Investment Management
Ohio
$246K – – –
SCP
1862
Seizert Capital Partners
Michigan
$245K +$245K +4,037 New
Kayne Anderson Rudnick Investment Management
1863
Kayne Anderson Rudnick Investment Management
California
$244K – – –
VCM
1864
Vigilant Capital Management
Maine
$244K +$73.7K +1,216 +43%
TCM
1865
Tradewinds Capital Management
Washington
$243K -$11.8K -194 -5%
FCFS
1866
First Command Financial Services
Texas
$242K -$18.3K -302 -7%
FCB
1867
First Command Bank
Texas
$242K -$18.3K -302 -7%
JSL
1868
JT Stratford LLC
Georgia
$241K -$1.52M -24,986 -86%
BC
1869
Banced Corp
Illinois
$241K -$102K -1,147 -30%
GIM
1870
Goelzer Investment Management
Indiana
$241K – – –
LFA
1871
Legacy Financial Advisors
Kentucky
$240K +$240K +3,968 New
HR
1872
Howe & Rusling
New York
$239K +$29.3K +482 +14%
DA
1873
Doliver Advisors
Texas
$239K +$239K +3,935 New
TCM
1874
Telos Capital Management
California
$237K -$53.8K -887 -19%
AGM
1875
Alpine Global Management
New York
$236K -$80.1K -1,318 -25%
73 74
75
76 77