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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 %
GAM
651
Griffin Asset Management
New York
$7.76M +$7.76M +139,974 New
ASA
652
Armstrong Shaw Associates
Connecticut
$7.72M -$4.54M -81,913 -37%
BPB
653
Badgley, Phelps & Bell
Washington
$7.69M +$196K +3,543 +3%
EA
654
Echinus Advisors
New York
$7.63M – – –
PP
655
Patten & Patten
Tennessee
$7.62M -$287K -5,185 -4%
DIA
656
Davidson Investment Advisors
Montana
$7.61M -$389K -7,024 -5%
GHA
657
GW Henssler & Associates
Georgia
$7.6M +$73.7K +1,330 +1%
1IA
658
1834 Investment Advisors
Wisconsin
$7.58M +$2.27M +40,921 +43%
BSPF
659
British Steel Pension Fund
United Kingdom
$7.52M – – –
MWAC
660
Mariner Wealth Advisors (Cincinnati)
Ohio
$7.51M +$318K +5,741 +4%
CAN
661
Cetera Advisor Networks
California
$7.49M +$55.8K +1,007 +0.8%
DBT
662
Dubuque Bank & Trust
Iowa
$7.48M +$532K +9,610 +8%
RA
663
Raffles Associates
New York
$7.46M +$554K +10,000 +8%
CW
664
Cobiz Wealth
Colorado
$7.44M +$25.5K +461 +0.3%
JAM
665
JCIC Asset Management
Ontario, Canada
$7.42M +$162K +2,915 +2%
EWM
666
Evercore Wealth Management
New York
$7.39M -$293K -5,291 -4%
SAM
667
Sentinel Asset Management
Vermont
$7.38M -$15.7M -284,000 -68%
VFA
668
Voya Financial Advisors
Connecticut
$7.36M +$1.5M +26,956 +26%
EVM
669
Evelyn V. Moreno
$7.33M -$70.6K -1,275 -1%
NEI
670
Northwest & Ethical Investments
Ontario, Canada
$7.32M -$403K -7,268 -5%
FM
671
Foster & Motley
Ohio
$7.31M +$166 +3 +0%
SGAM
672
Steinberg Global Asset Management
Florida
$7.29M -$20.7K -374 -0.3%
PPCM
673
Pillar Pacific Capital Management
California
$7.25M +$149K +2,690 +2%
UR
674
USCA RIA
Texas
$7.21M +$2.37M +42,838 +49%
II
675
IFM Investors
Australia
$7.2M +$1.83M +33,035 +34%
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