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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 %
BBA
901
BLB&B Advisors
Pennsylvania
$3.43M -$118K -2,134 -3%
LIM
902
Leavell Investment Management
Alabama
$3.42M -$41.3K -746 -1%
SCA
903
Stonebridge Capital Advisors
Minnesota
$3.41M +$54.9K +990 +2%
ST
904
Sentinel Trust
Texas
$3.39M +$407K +7,339 +14%
MCM
905
Monarch Capital Management
Indiana
$3.39M -$554K -9,990 -14%
BCM
906
BlueCrest Capital Management
Jersey
$3.37M +$3.37M +60,896 New
CBB
907
Citizens Business Bank
California
$3.36M -$452K -8,153 -12%
MWM
908
Mission Wealth Management
California
$3.36M +$100K +1,807 +3%
PAM
909
Paradigm Asset Management
New York
$3.35M +$3.35M +60,500 New
B
910
BancorpSouth
Mississippi
$3.35M +$92.4K +1,668 +3%
SB
911
Simmons Bank
Arkansas
$3.34M -$814K -14,701 -20%
KFC
912
Klingenstein Fields & Co
New York
$3.33M -$14.1K -255 -0.4%
PVH
913
Psagot Value Holdings
Israel
$3.33M -$51.3K -925 -2%
FAM
914
Foresters Asset Management
Ontario, Canada
$3.33M +$2.28M +31,700 +217%
RG
915
Rathbones Group
United Kingdom
$3.32M +$152K +2,745 +5%
FC
916
FIC Capital
New York
$3.3M -$8.31K -150 -0.3%
SAM
917
Solaris Asset Management
New York
$3.3M +$255K +4,595 +8%
JIC
918
JRM Investment Counsel
Nebraska
$3.27M -$54.1K -977 -2%
PTCG
919
Pring Turner Capital Group
California
$3.25M +$152K +2,751 +5%
SCI
920
Stableford Capital II
Arizona
$3.24M +$131K +2,366 +4%
LG
921
LaFleur & Godfrey
Michigan
$3.23M -$79K -1,425 -2%
GLRA
922
Gerald L. Ray & Associates
Texas
$3.22M -$101K -1,818 -3%
JIM
923
Jupiter Investment Management
United Kingdom
$3.21M – – –
BHA
924
Beech Hill Advisors
New York
$3.2M -$4.43K -80 -0.1%
CTC
925
Central Trust Company
Missouri
$3.18M -$1.95M -35,270 -38%
35 36
37
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