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Wells Fargo
WFC

Overview Fund Activity

1,907 hedge funds and large institutions have $210B invested in Wells Fargo in 2017 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 744 increasing their positions, 858 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,907
Holders Change
-15
Holders Change %
-0.78%
% of All Funds
47.62%
Holding in Top 10
240
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-7.34%
% of All Funds
5.99%
New
99
Increased
744
Reduced
858
Closed
95
Calls
$1.96B
Puts
$2.4B
Net Calls
-$438M
Net Calls Change
+$90.1M

Top Buyers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$786M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$681M
3
Boston Partners
Boston Partners
Massachusetts
+$617M
4
Capital World Investors
Capital World Investors
California
+$606M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$413M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$971M
2
NEAM
New England Asset Management
Connecticut
-$855M
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$649M
4
LPU
Lansdowne Partners (UK)
United Kingdom
-$544M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$491M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIMC
276
NWQ Investment Management Company
California
$50.9M -$2.11M -38,031 -4%
HI
277
Honeywell International
North Carolina
$50.9M +$10.5M +188,900 +26%
AAIM
278
American Assets Investment Management
California
$50.4M – – –
JPMPWA
279
J.P. Morgan Private Wealth Advisors
California
$50.2M -$7.78M -140,435 -13%
Envestnet Asset Management
280
Envestnet Asset Management
Illinois
$50.2M -$1.36M -24,592 -3%
CIBC World Market
281
CIBC World Market
Ontario, Canada
$49.8M +$49.8M +898,942 New
ACM
282
Alta Capital Management
Utah
$49.4M +$5.35M +96,466 +12%
Public Employees Retirement Association of Colorado
283
Public Employees Retirement Association of Colorado
Colorado
$48.7M -$207K -3,731 -0.4%
PPC
284
Park Presidio Capital
California
$48.5M +$48.5M +875,000 New
TRSOTSOK
285
Teachers Retirement System of the State of Kentucky
Kentucky
$48.4M -$11.6M -208,485 -19%
FVP
286
Firefly Value Partners
Pennsylvania
$48.4M – – –
GG
287
GCM Grosvenor
Illinois
$48M +$18.4M +331,881 +62%
EIM
288
ExxonMobil Investment Management
Texas
$47.8M -$7.56M -136,436 -14%
GLA
289
Great Lakes Advisors
Illinois
$47.3M -$23.6M -425,966 -33%
RCM
290
RNC Capital Management
California
$47.2M +$1.22M +22,094 +3%
FI
291
Focused Investors
California
$46.6M -$10.9M -196,600 -19%
WIM
292
Weitz Investment Management
Nebraska
$46.2M -$335K -6,050 -0.7%
Commonwealth Equity Services
293
Commonwealth Equity Services
Massachusetts
$45.9M -$146K -2,626 -0.3%
URS
294
Utah Retirement Systems
Utah
$45.6M -$809K -14,600 -2%
MCIM
295
Meadow Creek Investment Management
Georgia
$45M -$1.02M -18,436 -2%
Kovitz Investment Group Partners
296
Kovitz Investment Group Partners
Illinois
$44.9M +$1.5M +27,104 +3%
FWCM
297
Ferguson Wellman Capital Management
Oregon
$44.8M +$9.64M +174,052 +27%
RCAMU
298
Rothschild & Co Asset Management US
Connecticut
$44.5M -$54.6K -986 -0.1%
HTI
299
Hikari Tsushin Inc
Japan
$44.3M – – –
Skandinaviska Enskilda Banken (SEB)
300
Skandinaviska Enskilda Banken (SEB)
Sweden
$44.1M +$102K +1,839 +0.2%
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