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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 %
I
726
IberiaBank
Louisiana
$6.28M +$372K +6,718 +6%
BIC
727
Bridges Investment Counsel
Nebraska
$6.25M +$3.35M +60,530 +116%
IA
728
IFP Advisors
Florida
$6.23M -$194K -3,503 -3%
CTA
729
Chesley Taft & Associates
Illinois
$6.21M -$96.4K -1,740 -2%
SWP
730
Stratos Wealth Partners
Ohio
$6.2M +$288K +5,197 +5%
CC
731
ClearArc Capital
Ohio
$6.14M -$719K -12,982 -10%
PBT
732
Pictet Bank & Trust
Bahamas
$6.12M +$693K +12,500 +13%
BFA
733
Bragg Financial Advisors
North Carolina
$6.12M +$48.3K +872 +0.8%
RCA
734
Rowland Carmichael Advisors
Arizona
$6.11M -$17.6K -318 -0.3%
VIA
735
Virtus Investment Advisers
Connecticut
$6.1M -$1.9M -34,210 -24%
MYLI
736
Meiji Yasuda Life Insurance
Japan
$6.1M -$16.6K -300 -0.3%
Pacer Advisors
737
Pacer Advisors
Pennsylvania
$6.05M +$345K +6,231 +6%
CCM
738
Catawba Capital Management
Virginia
$6.01M +$256K +4,619 +4%
SIC
739
Salem Investment Counselors
North Carolina
$5.99M +$1.35M +24,447 +29%
SAM
740
Silvercrest Asset Management
New York
$5.99M -$220K -3,962 -4%
ISB
741
Iowa State Bank
Iowa
$5.98M -$70.5K -1,272 -1%
UAM
742
UAS Asset Management
New York
$5.98M +$3.99M +71,965 +200%
AIM
743
Avity Investment Management
Connecticut
$5.88M -$15M -271,359 -72%
BCM
744
Bowie Capital Management
Texas
$5.87M +$166K +3,000 +3%
UAS
745
United Asset Strategies
New York
$5.85M +$258K +4,653 +5%
CIA
746
Cascade Investment Advisors
Oregon
$5.83M +$234K +4,128 +4%
PTB
747
Pioneer Trust Bank
Oregon
$5.83M +$81.2K +1,465 +1%
AP
748
Appleton Partners
Massachusetts
$5.82M -$955K -17,232 -14%
RSVP
749
Ramsay Stattman Vela & Price
Colorado
$5.81M +$235K +4,245 +4%
AIP
750
Ameritas Investment Partners
Nebraska
$5.76M -$102K -1,848 -2%
28 29
30
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