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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 %
OWD
701
Osborn Williams & Donohoe
Ohio
$6.78M -$254K -4,581 -4%
SIC
702
SFE Investment Counsel
California
$6.76M -$1.03M -18,630 -13%
AFG
703
American Financial Group
Ohio
$6.76M – – –
OIMU
704
Orbis Investment Management (US)
California
$6.71M -$374K -6,746 -5%
CANC
705
Culbertson A N & Co
Virginia
$6.71M +$44.4K +802 +0.7%
EGA
706
Eagle Global Advisors
Texas
$6.63M +$120K +2,172 +2%
WFMPM
707
Woodley Farra Manion Portfolio Management
Indiana
$6.58M +$95.4K +1,721 +1%
BWM
708
BerganKDV Wealth Management
Minnesota
$6.58M +$3.99M +72,011 +154%
SIM
709
Sonora Investment Management
Arizona
$6.56M +$103K +1,850 +2%
LA
710
Lynch & Associates
Indiana
$6.48M +$183K +3,308 +3%
SCI
711
S&CO Inc
Massachusetts
$6.44M -$3.66K -66 -0.1%
KJHP
712
K.J. Harrison & Partners
Ontario, Canada
$6.43M +$181K +3,260 +3%
PWLP
713
Prio Wealth Limited Partnership
Massachusetts
$6.43M -$141K -2,545 -2%
ZDA
714
Zweig-DiMenna Associates
New York
$6.4M +$6.4M +115,439 New
ACM
715
Aquamarine Capital Management
New York
$6.37M – – –
CIS
716
Capital International Sarl
California
$6.36M +$77.6K +1,400 +1%
DP
717
Dearborn Partners
Illinois
$6.35M +$88.5K +1,598 +1%
CA
718
Clearstead Advisors
Ohio
$6.35M -$144K -2,594 -2%
WF
719
WealthTrust Fairport
Ohio
$6.34M -$39.5K -713 -0.6%
SIG
720
Schaller Investment Group
North Carolina
$6.34M -$5.78M -104,400 -48%
HRC
721
Hoertkorn Richard Charles
$6.34M +$233K +4,200 +4%
CIA
722
Capital Investment Advisors
Georgia
$6.33M +$202K +3,641 +3%
CA
723
Cornerstone Advisors
North Carolina
$6.31M -$2.22M -40,000 -26%
SCM
724
Schnieders Capital Management
California
$6.29M +$117K +2,111 +2%
RCIM
725
Russell Clark Investment Management
United Kingdom
$6.28M -$7.57M -136,650 -55%
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