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 %
BBI
551
Baxter Bros Inc
Connecticut
$11.6M +$51.9K +936 +0.4%
LS
552
Livforsakringsbolaget Skandia
Sweden
$11.6M – – –
SI
553
Stephens Inc
Arkansas
$11.6M +$167K +3,015 +1%
DWM
554
Doyle Wealth Management
Florida
$11.4M +$902K +16,281 +9%
FANJ
555
Financial Architects (New Jersey)
New Jersey
$11.3M +$282K +5,098 +3%
GW
556
GW & Wade
Massachusetts
$11.2M +$153K +2,767 +1%
AF
557
Aristotle Fund
Maine
$11.2M -$11.3M -204,600 -50%
CTI
558
Community Trust & Investment
Kentucky
$11.1M +$63.3K +1,143 +0.6%
DCCA
559
D.C. Capital Advisors
New York
$11.1M – – –
MHC
560
Meyer Handelman Company
New York
$11M -$18.5K -333 -0.2%
MERSOM
561
Municipal Employees' Retirement System of Michigan
Michigan
$11M -$309K -5,570 -3%
CRC
562
Curi RMB Capital
Illinois
$11M +$10.3M +185,875 +1,563%
GIM
563
Greystone Investment Management
Ohio
$11M -$288K -5,190 -3%
B
564
Barings
North Carolina
$10.9M -$16.2M -291,533 -60%
ECM
565
Estabrook Capital Management
New York
$10.8M -$680K -12,275 -6%
Millennium Management
566
Millennium Management
New York
$10.8M +$10.8M +194,756 New
CDH
567
Charles D. Hyman
$10.7M -$413K -7,457 -4%
Thrivent Financial for Lutherans
568
Thrivent Financial for Lutherans
Minnesota
$10.6M +$270K +4,869 +3%
CAM
569
Cypress Asset Management
Texas
$10.6M -$514K -9,275 -5%
MYAM
570
Meiji Yasuda Asset Management
Japan
$10.6M +$519K +9,360 +5%
TG
571
TCW Group
California
$10.5M -$1.85M -33,441 -15%
FNBT
572
FineMark National Bank & Trust
Florida
$10.5M +$125K +2,249 +1%
BUB
573
BBVA USA Bancshares
Texas
$10.5M -$2.17M -39,118 -17%
GCA
574
Guardian Capital Advisors
Ontario, Canada
$10.5M +$28.1K +505 +0.3%
AF
575
Alerus Financial
North Dakota
$10.5M +$1.29M +23,300 +14%
21 22
23
24 25