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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 %
FCBT
751
First Citizens Bank & Trust
North Carolina
$5.72M +$257K +4,647 +5%
ONB
752
Old National Bancorp
Indiana
$5.72M +$643K +11,598 +13%
RWP
753
RWA Wealth Partners
Massachusetts
$5.71M +$148K +2,674 +3%
ECM
754
ETrade Capital Management
Virginia
$5.71M +$56.5K +1,019 +1%
OIM
755
Opus Investment Management
Massachusetts
$5.68M +$970K +17,500 +21%
EFIC
756
Eliot Finkel Investment Counsel
California
$5.66M -$1.11K -20 -0%
AC
757
AFAM Capital
Texas
$5.66M +$199K +3,591 +4%
IFAM
758
Institutional & Family Asset Management
Colorado
$5.64M +$204K +3,678 +4%
ACP
759
Ashfield Capital Partners
California
$5.58M +$9.64K +174 +0.2%
AC
760
Alley Company
Illinois
$5.57M +$230K +4,143 +4%
CONA
761
Capital One National Association
New York
$5.57M -$32.9K -594 -0.6%
CIA
762
Choate Investment Advisors
Massachusetts
$5.56M -$259K -4,669 -4%
TNBTD
763
Trustmark National Bank Trust Department
Mississippi
$5.56M +$359K +6,484 +7%
NSEDCP
764
NJ State Employees Deferred Compensation Plan
New Jersey
$5.54M – – –
SC
765
Sessa Capital
New York
$5.54M +$5.54M +100,000 New
BPM
766
Bowling Portfolio Management
Ohio
$5.53M -$183K -3,309 -3%
DIA
767
Dean Investment Associates
Ohio
$5.53M +$83.1K +1,499 +2%
GCMG
768
Gyroscope Capital Management Group
Florida
$5.53M +$579K +10,455 +12%
BMO
769
Beck Mack & Oliver
New York
$5.5M -$93.9K -1,695 -2%
Ninety One (UK)
770
Ninety One (UK)
United Kingdom
$5.5M +$373K +6,725 +7%
PAM
771
Peak Asset Management
Colorado
$5.49M +$318K +5,733 +6%
1SB
772
1ST Source Bank
Indiana
$5.48M -$101K -1,819 -2%
PGFC
773
Peapack-Gladstone Financial Corp
New Jersey
$5.48M -$103K -1,865 -2%
CIM
774
Cambria Investment Management
California
$5.45M +$5.45M +98,349 New
Mariner
775
Mariner
Kansas
$5.45M -$1.89M -34,102 -26%
29 30
31
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