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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 %
ME
1876
McIlrath & Eck
Washington
$236K +$236K +3,886 New
SL
1877
Signition LP
New York
$236K +$236K +3,898 New
NFG
1878
Nations Financial Group
Iowa
$235K -$13.6K -224 -5%
MCMT
1879
Moon Capital Management (Tennessee)
Tennessee
$234K – – –
ATC
1880
Adirondack Trust Company
New York
$234K -$3.04K -50 -1%
VCM
1881
Versant Capital Management
Arizona
$234K +$38.7K +639 +20%
POIA
1882
Pin Oak Investment Advisors
Texas
$234K +$234K +3,849 New
SIAS
1883
Shine Investment Advisory Services
Colorado
$233K -$4.68K -77 -2%
SBWM
1884
Sunflower Bank Wealth Management
Arizona
$233K – – –
CG
1885
Corundum Group
Colorado
$231K -$8.01K -132 -3%
CAM
1886
Close Asset Management
United Kingdom
$231K – – –
CFG
1887
CKW Financial Group
Hawaii
$227K – – –
TA
1888
Trellis Advisors
Washington
$224K +$224K +3,682 New
LRIA
1889
Leonard Rickey Investment Advisors
Washington
$224K +$224K +3,686 New
WTFG
1890
Wells Trecaso Financial Group
Ohio
$223K +$223K +3,675 New
FPGK
1891
Financial Partners Group (Kansas)
Kansas
$223K +$223K +3,680 New
AHC
1892
Anderson Hoagland & Co
Missouri
$222K -$21.2K -350 -9%
CWM
1893
Circle Wealth Management
New Jersey
$222K +$222K +3,657 New
PWM
1894
Patriot Wealth Management
Texas
$220K +$220K +3,618 New
1WA
1895
180 Wealth Advisors
Washington
$220K +$220K +3,622 New
BAM
1896
Belpointe Asset Management
Nevada
$219K -$47.7K -785 -18%
MC
1897
Miles Capital
Iowa
$218K -$25.7K -423 -11%
BST
1898
Bath Savings Trust
Maine
$218K +$218K +3,600 New
ECM
1899
Ensemble Capital Management
California
$218K +$218K +3,600 New
WCA
1900
Waratah Capital Advisors
Ontario, Canada
$217K +$217K +3,580 New
74 75
76
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