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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 %
SWM
801
SVA Wealth Management
Wisconsin
$5M +$13.9K +250 +0.3%
ST
802
Spinnaker Trust
Maine
$4.99M -$371K -6,705 -7%
NC
803
Northpointe Capital
Michigan
$4.98M +$2.53M +45,598 +103%
ECM
804
Evergreen Capital Management
Washington
$4.97M +$498K +8,990 +11%
BHWM
805
Bar Harbor Wealth Management
New Hampshire
$4.94M -$227K -4,089 -4%
PWM
806
Perigon Wealth Management
California
$4.92M -$5.71K -103 -0.1%
Carson Wealth (CWM LLC)
807
Carson Wealth (CWM LLC)
Nebraska
$4.91M -$341K -6,158 -6%
BCM
808
Bluefin Capital Management
New York
$4.9M -$3.52M -63,508 -42%
IR
809
IAT Reinsurance
New York
$4.88M +$4.88M +88,000 New
WIC
810
Woodmont Investment Counsel
Tennessee
$4.86M +$541K +9,769 +13%
CWM
811
Concentric Wealth Management
California
$4.84M -$31K -560 -0.6%
DM
812
Delphi Management
Massachusetts
$4.83M +$2.38M +42,795 +97%
DCM
813
Donaldson Capital Management
Indiana
$4.81M -$18.1M -326,642 -79%
FG
814
Fiduciary Group
Georgia
$4.8M +$613K +11,064 +15%
KPCM
815
Kings Point Capital Management
New York
$4.77M +$2.96M +53,490 +164%
WTB
816
Washington Trust Bank
Washington
$4.77M +$18.7K +338 +0.4%
AMAL
817
Asset Management Advisors LLC
Oklahoma
$4.75M +$7.76K +140 +0.2%
NCM
818
Narwhal Capital Management
Georgia
$4.71M +$1.19M +21,450 +34%
PC
819
Pecaut & Co
Iowa
$4.71M -$117K -2,120 -2%
TCOT
820
Trust Company of Toledo
Ohio
$4.71M +$644K +11,615 +16%
CIM
821
CenturyLink Investment Management
Colorado
$4.68M -$325K -5,870 -6%
Simplex Trading
822
Simplex Trading
Illinois
$4.68M -$15.6M -281,399 -77%
IAM
823
Integre Asset Management
New York
$4.67M -$106K -1,908 -2%
AA
824
Apriem Advisors
California
$4.65M +$140K +2,525 +3%
GEM
825
Global Endowment Management
North Carolina
$4.61M +$3.4M +61,400 +282%
31 32
33
34 35