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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 %
SG
1901
StoneX Group
New York
– -$2.5M -45,069 Closed
LP
1902
LMR Partners
United Kingdom
– -$2.13M -38,423 Closed
LOAMU
1903
Lombard Odier Asset Management (USA)
New York
– -$1.92M -34,661 Closed
SAM
1904
Selway Asset Management
– -$1.84M -33,125 Closed
AAMU
1905
AEGON Asset Management (UK)
United Kingdom
– -$1.67M -30,218 Closed
PHIMC
1906
Private Harbour Investment Management & Counsel
Ohio
– -$1.65M -29,792 Closed
WCA
1907
Waratah Capital Advisors
Ontario, Canada
– -$1.59M -28,715 Closed
DRS
1908
Deane Retirement Strategies
Louisiana
– -$1.56M -28,081 Closed
ICM
1909
Ionic Capital Management
New York
– -$1.44M -26,000 Closed
GGHC
1910
Gilder Gagnon Howe & Co
New York
– -$1.36M -24,590 Closed
III
1911
Independent Investors Inc
New York
– -$1.3M -23,400 Closed
PL
1912
Parkwood LLC
Ohio
– -$891K -16,072 Closed
QAM
1913
Quantres Asset Management
Cayman Islands
– -$859K -15,500 Closed
OFG
1914
OTA Financial Group
New York
– -$851K -15,296 Closed
EMR
1915
Errol M. Rudman
– -$831K -15,000 Closed
RG
1916
Rikoon Group
New Mexico
– -$820K -14,802 Closed
CSA
1917
Cottage Street Advisors
Massachusetts
– -$782K -14,130 Closed
MWM
1918
Meridian Wealth Management
Kentucky
– -$781K -14,092 Closed
ODCM
1919
Old Dominion Capital Management
Virginia
– -$741K -13,374 Closed
AIM
1920
Assured Investment Management
New York
– -$704K -12,697 Closed
TWI
1921
Thomas White International
Illinois
– -$675K -12,184 Closed
WCA
1922
Westover Capital Advisors
Delaware
– -$621K -11,203 Closed
CWM
1923
Concert Wealth Management
California
– -$615K -11,093 Closed
BCMO
1924
Buckingham Capital Management (Ohio)
Ohio
– -$608K -10,980 Closed
PFC
1925
Phocas Financial Corp
California
– -$508K -9,159 Closed
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77
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