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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
$9.07B
2
Franklin Resources
Franklin Resources
California
$3.56B
3
BlackRock
BlackRock
New York
$17.4B
4
CG
Carmignac Gestion
France
$364M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$2.46B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.8B
2
Aberdeen Group
Aberdeen Group
United Kingdom
$250M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.96B
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$27.8B
5
Allianz Asset Management
Allianz Asset Management
Germany
$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPC
2076
National Planning Corporation
California
– -$1.34M -24,296 Closed
FRM
2077
Fox Run Management
Connecticut
– -$938K -17,000 Closed
WAM
2078
Wolverine Asset Management
Illinois
– -$856K -15,534 Closed
CWP
2079
Capital Wealth Planning
Florida
– -$739K -13,395 Closed
FPF
2080
FNY Partners Fund
New York
– -$689K -12,500 Closed
PCIG
2081
Partners Capital Investment Group
Massachusetts
– -$663K -12,028 Closed
PAM
2082
PT Asset Management
Illinois
– -$590K -10,700 Closed
AUB
2083
Atlantic Union Bankshares
Virginia
– -$580K -10,522 Closed
BCM
2084
Bourgeon Capital Management
Connecticut
– -$468K -8,494 Closed
BWFA
2085
Baltimore-Washington Financial Advisors
Maryland
– -$429K -7,775 Closed
ASC
2086
Atalanta Sosnoff Capital
New York
– -$410K -7,433 Closed
JIP
2087
Jaffetilchin Investment Partners
Florida
– -$388K -7,038 Closed
Capstone Investment Advisors
2088
Capstone Investment Advisors
New York
– -$385K -6,991 Closed
PFA
2089
Pure Financial Advisors
California
– -$373K -6,759 Closed
EP
2090
Edgestream Partners
New Jersey
– -$361K -6,546 Closed
EAMA
2091
EFG Asset Management (Americas)
Florida
– -$305K -5,526 Closed
WIS
2092
Wright Investors Service
Connecticut
– -$300K -5,427 Closed
EC
2093
EJF Capital
Virginia
– -$276K -5,000 Closed
EF
2094
Empirical Finance
Pennsylvania
– -$274K -4,957 Closed
RB
2095
Rodgers Brothers
Pennsylvania
– -$261K -4,730 Closed
PA
2096
Parkside Advisors
California
– -$243K -4,408 Closed
TAM
2097
Tealwood Asset Management
Minnesota
– -$232K -4,209 Closed
CCT
2098
Capital City Trust
Florida
– -$231K -4,175 Closed
CAIMH
2099
Central Asset Investments & Management Holdings
Hong Kong
– -$221K -4,000 Closed
MBA
2100
McQueen Ball & Associates
Pennsylvania
– -$218K -3,960 Closed
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