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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 %
HVIA
776
Hudson Valley Investment Advisors
New York
$5.44M +$37K +667 +0.7%
OMCS
777
Old Mutual Customised Solutions
South Africa
$5.42M +$77.6K +1,400 +1%
LBC
778
Lowe Brockenbrough & Co
Virginia
$5.4M -$143K -2,584 -3%
FWM
779
Frontier Wealth Management
Missouri
$5.39M +$71K +1,281 +1%
AT
780
Arden Trust
Delaware
$5.39M -$269K -4,857 -5%
MHIC
781
Marble Harbor Investment Counsel
Massachusetts
$5.38M +$11.1K +200 +0.2%
MML Investors Services
782
MML Investors Services
Massachusetts
$5.38M +$391K +7,049 +8%
FAT
783
First American Trust
California
$5.38M +$55.9K +1,009 +1%
Tudor Investment Corp
784
Tudor Investment Corp
Connecticut
$5.36M +$3.47M +62,704 +184%
BFM
785
Boston Financial Management
Massachusetts
$5.35M -$257K -4,647 -5%
CWM
786
Calamos Wealth Management
Illinois
$5.35M +$52.4K +945 +1%
WCM
787
Weik Capital Management
Pennsylvania
$5.35M -$17.1K -308 -0.3%
GC
788
Gratus Capital
Georgia
$5.34M +$165K +2,982 +3%
TA
789
Tiedemann Advisors
New York
$5.33M +$320K +5,781 +6%
NCM
790
Novare Capital Management
North Carolina
$5.27M +$149K +2,687 +3%
BCP
791
Blue Chip Partners
Michigan
$5.24M +$572K +10,331 +12%
WA
792
Wasatch Advisors
Utah
$5.2M -$634K -11,441 -11%
HCM
793
Hutner Capital Management
Vermont
$5.14M -$16.3K -294 -0.3%
BPCE
794
Bank Pictet & Cie (Europe)
Germany
$5.14M -$1.43M -25,801 -22%
PFM
795
Parsec Financial Management
North Carolina
$5.09M +$398K +7,174 +8%
LDB
796
Lee, Danner & Bass
Tennessee
$5.07M +$432K +7,792 +9%
ICOA
797
Investment Centers of America
North Dakota
$5.07M -$781K -14,081 -13%
WJA
798
Williams Jones & Associates
New York
$5.06M +$109K +1,970 +2%
HBT
799
Hills Bank & Trust
Iowa
$5.05M -$32.1K -580 -0.6%
KS
800
Karpas Strategies
Connecticut
$5.02M +$1.27K +23 +0%
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