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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 %
GJIC
876
Gamble Jones Investment Counsel
California
$3.65M -$336K -6,066 -8%
SACTSONJ
877
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.64M – – –
AWM
878
Arbor Wealth Management
Florida
$3.64M -$917K -17,653 -20%
AF
879
Arrow Financial
New York
$3.63M -$323K -5,835 -8%
CII
880
Capital International Inc
California
$3.62M -$820K -14,800 -18%
CFA
881
Carroll Financial Associates
North Carolina
$3.59M +$62.8K +1,133 +2%
BCCM
882
Bridge Creek Capital Management
Massachusetts
$3.58M -$27.7K -500 -0.8%
DVM
883
Dreman Value Management
Florida
$3.57M -$73.4K -1,324 -2%
LGC
884
Laurel Grove Capital
California
$3.57M -$111K -2,000 -3%
SGCA
885
Steel Grove Capital Advisors
Tennessee
$3.56M -$413K -7,458 -10%
WPC
886
Waters Parkerson & Co
Louisiana
$3.56M -$15.7K -283 -0.4%
PCI
887
Pacifica Capital Investments
Texas
$3.56M -$245K -4,420 -6%
KLI
888
Kelman-Lazarov Inc
Tennessee
$3.56M +$200K +3,612 +6%
AWM
889
Avior Wealth Management
Nebraska
$3.55M -$296K -5,358 -8%
PPSG
890
Princeton Portfolio Strategies Group
New Jersey
$3.54M +$398K +7,191 +13%
CT
891
Coastline Trust
Rhode Island
$3.53M +$212K +3,820 +6%
MA
892
Montag & Associates
Georgia
$3.51M -$457K -8,250 -12%
CNC
893
Citizens & Northern Corp
Pennsylvania
$3.48M -$273K -4,923 -7%
ECM
894
Elgethun Capital Management
South Dakota
$3.48M +$101K +1,831 +3%
SFS
895
Sowell Financial Services
Arkansas
$3.47M +$416K +7,887 +14%
RC
896
RegentAtlantic Capital
New Jersey
$3.47M +$248K +4,467 +8%
GIM
897
Guardian Investment Management
California
$3.46M -$78.7K -1,420 -2%
ACM
898
Argyle Capital Management
Pennsylvania
$3.46M -$27.7K -500 -0.8%
HT
899
Heritage Trust
Oklahoma
$3.44M -$57.1K -1,030 -2%
COI
900
Connable Office Inc
Michigan
$3.43M -$74.5K -1,344 -2%
34 35
36
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