WFC icon

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 %
AL
326
Appaloosa LP
New Jersey
$37.8M +$37.8M +681,463 New
SMDAM
327
Sumitomo Mitsui DS Asset Management
Japan
$37.4M -$6.03M -108,755 -14%
Mirae Asset Global Investments
328
Mirae Asset Global Investments
South Korea
$37.4M -$1.6M -28,876 -4%
Jacobs Levy Equity Management
329
Jacobs Levy Equity Management
New Jersey
$37.2M -$15.4M -278,063 -29%
William Blair & Company
330
William Blair & Company
Illinois
$37M +$2.23M +40,252 +6%
Rafferty Asset Management
331
Rafferty Asset Management
New York
$37M -$9.49M -171,322 -20%
HNB
332
Huntington National Bank
Ohio
$36.8M -$2.44M -44,038 -6%
HighTower Advisors
333
HighTower Advisors
Illinois
$36.6M +$1.65M +29,800 +5%
UOC
334
UBS O'Connor
Illinois
$36.6M +$15.2M +274,927 +71%
ZIG
335
Zurich Insurance Group
Switzerland
$36.5M -$3.84M -69,342 -10%
CBOA
336
Commonwealth Bank of Australia
Australia
$36.3M +$1.92M +34,568 +6%
Lazard Asset Management
337
Lazard Asset Management
New York
$36.2M -$7.32M -132,067 -17%
KIA
338
KCM Investment Advisors
California
$35.6M -$222K -4,001 -0.6%
AIMCA
339
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$35.3M -$11.2M -201,500 -24%
CWM
340
CIBC World Markets
New York
$35.2M +$9.16M +165,268 +35%
SIM
341
Sprucegrove Investment Management
Ontario, Canada
$34.6M -$10M -181,200 -22%
SW
342
SVB Wealth
Massachusetts
$34.6M +$1.53M +27,536 +5%
MSA
343
Mason Street Advisors
Wisconsin
$34.6M +$107K +1,931 +0.3%
FMII
344
Farmers & Merchants Investments Inc
Nebraska
$34.2M -$3.19M -57,634 -9%
IIP
345
Intermede Investment Partners
United Kingdom
$33.1M +$8.67M +156,412 +35%
VDBMI
346
Van Den Berg Management I
Texas
$33M -$727K -13,128 -2%
AIA
347
Avalon Investment & Advisory
Texas
$32.9M -$6.97M -125,783 -18%
FCM
348
Flinton Capital Management
Pennsylvania
$32.7M -$743K -13,408 -2%
MNA
349
Manning & Napier Advisors
New York
$32.3M +$7.97M +143,925 +33%
FFA
350
First Foundation Advisors
California
$31.9M +$633K +11,415 +2%
12 13
14
15 16