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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 %
IWA
1901
Inspirion Wealth Advisors
Illinois
$216K +$216K +3,560 New
SC
1902
SRB Corp
Massachusetts
$215K +$8.02K +132 +4%
UBG
1903
United Bank (Georgia)
Georgia
$214K +$214K +3,533 New
RIA
1904
RPG Investment Advisory
California
$212K -$33.1K -546 -14%
DA
1905
Dillon & Associates
Michigan
$212K -$18.3K -300 -8%
GAM
1906
Gemmer Asset Management
California
$211K +$18.4K +303 +10%
RIM
1907
Reliant Investment Management
Tennessee
$211K +$211K +3,485 New
OSNBOA
1908
Old Second National Bank of Aurora
Illinois
$209K -$3.51K -58 -2%
MCM
1909
Maple Capital Management
Vermont
$209K +$209K +3,437 New
SIM
1910
Sigma Investment Management
Oregon
$209K +$209K +3,438 New
SFS
1911
Summit Financial Strategies
Ohio
$209K +$209K +3,448 New
BDWM
1912
Brewin Dolphin Wealth Management
Ireland
$207K – – –
AP
1913
Arlington Partners
Alabama
$207K +$207K +3,420 New
BWA
1914
BDO Wealth Advisors
Florida
$206K +$25.8K +426 +14%
REMPR
1915
Roof Eidam Maycock Peralta (REMP)
California
$206K +$206K +3,400 New
SFP
1916
Shepherd Financial Partners
Massachusetts
$205K -$17.6K -290 -8%
ANTB
1917
AMG National Trust Bank
Colorado
$204K +$204K +3,360 New
PFA
1918
Pathway Financial Advisors
Vermont
$203K +$203K +3,350 New
PWPS
1919
Pinnacle Wealth Planning Services
Ohio
$203K +$203K +3,352 New
ACA
1920
Ackerman Capital Advisors
Texas
$202K +$202K +3,666 New
PI
1921
Parkside Investments
Illinois
$201K +$201K +3,316 New
MAM
1922
Mastrapasqua Asset Management
Tennessee
$200K +$200K +3,300 New
CCA
1923
Conestoga Capital Advisors
Pennsylvania
$200K +$200K +3,302 New
CWM
1924
Cedar Wealth Management
California
$197K +$1.51K +25 +0.8%
CA
1925
Centerpoint Advisors
Massachusetts
$195K +$195K +3,217 New
75 76
77
78 79