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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 %
LP
1926
LGL Partners
Pennsylvania
– -$501K -9,051 Closed
CB
1927
Chemical Bank
Michigan
– -$480K -8,664 Closed
PAS
1928
Park Avenue Securities
New York
– -$450K -8,181 Closed
CFP
1929
Cornerstone Financial Partners
North Carolina
– -$441K -7,921 Closed
GS
1930
Girard Securities
California
– -$426K -7,672 Closed
UWPG
1931
Ullmann Wealth Partners Group
Florida
– -$414K -7,475 Closed
BWFM
1932
Bridgewater Wealth & Financial Management
Maryland
– -$411K -7,421 Closed
HHC
1933
Hutchin Hill Capital
New York
– -$399K -7,200 Closed
Verition Fund Management
1934
Verition Fund Management
Connecticut
– -$378K -6,823 Closed
KFP
1935
Keystone Financial Planning
Ohio
– -$374K -6,755 Closed
SPWA
1936
SteelBridge Private Wealth Advisors
Florida
– -$369K -6,664 Closed
OWIM
1937
Old West Investment Management
California
– -$367K -6,637 Closed
DE
1938
Day & Ennis
Georgia
– -$361K -6,517 Closed
CPIM
1939
Columbia Partners Investment Management
Virginia
– -$320K -5,790 Closed
DCM
1940
Dimension Capital Management
Florida
– -$306K -5,518 Closed
GKWIM
1941
Gerber Kawasaki Wealth & Investment Management
California
– -$293K -5,286 Closed
PTC
1942
Philadelphia Trust Company
Pennsylvania
– -$274K -4,936 Closed
NCM
1943
Noesis Capital Mangement
Florida
– -$258K -4,665 Closed
B
1944
Bridgeworth
Alabama
– -$256K -4,650 Closed
AAM
1945
American Asset Management
Florida
– -$240K -4,325 Closed
MWM
1946
Marietta Wealth Management
Georgia
– -$238K -4,296 Closed
CCP
1947
Clough Capital Partners
Massachusetts
– -$233K -4,200 Closed
NFGCM
1948
Norman Fields Gottscho Capital Management
New York
– -$231K -4,175 Closed
MCM
1949
Mitchell Capital Management
Kansas
– -$228K -4,106 Closed
UBG
1950
United Bank (Georgia)
Georgia
– -$223K -4,017 Closed
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