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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 %
BWM
1951
Bernicke Wealth Management
Wisconsin
– -$221K -3,985 Closed
BW
1952
Biegel & Waller
Maryland
– -$215K -3,873 Closed
CTA
1953
Colonial Trust Advisors
South Carolina
– -$214K -3,859 Closed
SMH
1954
Sanders Morris Harris
Texas
– -$208K -3,759 Closed
HC
1955
Hourglass Capital
Texas
– -$208K -3,750 Closed
BCM
1956
Baltimore Capital Management
Maryland
– -$208K -3,750 Closed
ACP
1957
Aveo Capital Partners
Colorado
– -$207K -3,737 Closed
BST
1958
Bath Savings Trust
Maine
– -$200K -3,618 Closed
MMH
1959
Menora Mivtachim Holdings
Israel
– -$139K -2,500 Closed
SAS
1960
Stelac Advisory Services
New York
– -$104K -1,883 Closed
SEIA
1961
Signature Estate & Investment Advisors
California
– -$102K -1,841 Closed
MIHAS
1962
Maj Invest Holding A/S
Denmark
– -$102K -1,840 Closed
GI
1963
Gradient Investments
Minnesota
– -$100K -1,811 Closed
RI
1964
Redwood Investments
Massachusetts
– -$44K -800 Closed
MLFP
1965
MPS Loria Financial Planners
Illinois
– -$36K -690 Closed
IUHSA
1966
Itau Unibanco Holding S.A.
Brazil
– -$31K -560 Closed
JIR
1967
James Investment Research
Ohio
– -$22K -400 Closed
FFW
1968
Fusion Family Wealth
New York
– -$18K -320 Closed
FMP
1969
Financial Management Professionals
Texas
– -$8K -160 Closed
JT
1970
Jump Trading
Illinois
– -$8K -150 Closed
BAM
1971
Bruderman Asset Management
New York
– -$5K -92 Closed
LF
1972
Lee Financial
Texas
– -$3K -50 Closed
IAS
1973
INR Advisory Services
Pennsylvania
– -$2K -30 Closed
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