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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 %
GWM
601
Geneos Wealth Management
Colorado
$9.09M +$660K +11,883 +8%
FBC
602
Fairfield, Bush & Co
Connecticut
$9.05M -$110K -1,993 -1%
DY
603
Dowling & Yahnke
California
$9.02M -$53.1K -958 -0.6%
CP
604
Cumberland Partners
Ontario, Canada
$8.97M -$7.74M -139,680 -46%
CIA
605
CCM Investment Advisers
South Carolina
$8.97M +$1.82M +32,932 +26%
VW
606
Vantage Wealth
California
$8.96M -$189K -3,410 -2%
TCM
607
Tufton Capital Management
Maryland
$8.96M +$87K +1,570 +1%
AL
608
Airain Ltd
Guernsey
$8.91M +$8.91M +160,864 New
CCP
609
Corient Capital Partners
California
$8.89M -$70.6K -1,274 -0.8%
IFB
610
iAB Financial Bank
Indiana
$8.83M -$1.35M -24,425 -13%
FBP
611
Flippin Bruce & Porter
Virginia
$8.77M +$289K +5,215 +3%
SI
612
SII Investments
Wisconsin
$8.75M +$149K +2,687 +2%
CG
613
Clinton Group
New York
$8.73M +$7M +126,316 +403%
CA
614
Cullinan Associates
Kentucky
$8.7M -$379K -6,842 -4%
TCM
615
Twin Capital Management
Pennsylvania
$8.69M +$329K +5,930 +4%
BIM
616
Bridges Investment Management
Nebraska
$8.67M +$64.3K +1,160 +0.7%
BRCM
617
Bright Rock Capital Management
Massachusetts
$8.64M – – –
IMOV
618
Investment Management of Virginia
Virginia
$8.63M +$74.6K +1,347 +0.9%
NB
619
NBT Bank
New York
$8.62M -$178K -3,211 -2%
WAM
620
Winslow Asset Management
Ohio
$8.61M -$36.7K -663 -0.4%
MIM
621
Midwest Investment Management
Ohio
$8.56M +$2.49K +45 +0%
FIB
622
First Interstate Bank
Montana
$8.55M -$398K -7,190 -4%
GIM
623
Grassi Investment Management
California
$8.49M -$2.11M -38,145 -20%
GJCM
624
Grand Jean Capital Management
California
$8.46M -$166K -2,994 -2%
VV
625
Verity & Verity
South Carolina
$8.43M +$105K +1,898 +1%
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