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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 %
APP
826
Avantax Planning Partners
Iowa
$4.6M +$303K +5,473 +7%
GG
827
Greenwood Gearhart
Arkansas
$4.6M +$122K +2,199 +3%
AAA
828
Adams Asset Advisors
Texas
$4.6M – – –
WS
829
Wedbush Securities
California
$4.59M -$373K -6,737 -8%
BCM
830
BTC Capital Management
Iowa
$4.58M -$459K -8,276 -9%
GCIA
831
Gabelli & Co Investment Advisers
New York
$4.53M – – –
AP
832
Advisor Partners
California
$4.47M -$418K -7,537 -9%
EWM
833
Endurance Wealth Management
Rhode Island
$4.42M -$87.9K -1,586 -2%
TMAM
834
Tokio Marine Asset Management
Japan
$4.36M -$9.25M -166,976 -68%
LW
835
Linscomb Wealth
Texas
$4.35M +$85.3K +1,540 +2%
GIP
836
Greatmark Investment Partners
Georgia
$4.35M +$320K +5,775 +8%
AL
837
Aspiriant LLC
California
$4.33M +$526K +9,499 +14%
GI
838
GS Investments
Minnesota
$4.33M +$4.33M +78,180 New
AT
839
Argent Trust
Texas
$4.32M -$157K -2,841 -4%
BOTW
840
Bank of the West
California
$4.29M -$2.47M -44,648 -37%
Twin Tree Management
841
Twin Tree Management
Texas
$4.27M -$350K -6,324 -8%
PTC
842
Private Trust Company
Ohio
$4.26M +$220K +3,971 +5%
BSA
843
Braun Stacey Associates
New York
$4.24M -$901K -16,255 -18%
GP
844
Girard Partners
Pennsylvania
$4.19M +$240K +4,329 +6%
AAM
845
Autus Asset Management
Arizona
$4.17M -$23.2K -418 -0.6%
AC
846
Allstate Corporation
Illinois
$4.15M +$2.57M +46,426 +163%
EAMA
847
EFG Asset Management (Americas)
Florida
$4.14M -$4.49K -79 -0.1%
FAAS
848
First Allied Advisory Services
California
$4.13M +$519K +9,369 +14%
RVM
849
Robinson Value Management
Texas
$4.13M +$2.14M +38,691 +108%
LNWWM
850
Laird Norton Wetherby Wealth Management
California
$4.1M -$78.3K -1,413 -2%
32 33
34
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