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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 %
BRM
926
Boston Research & Management
Massachusetts
$3.16M -$4.43K -80 -0.1%
IT
927
Independence Trust
Tennessee
$3.16M +$436K +7,875 +16%
SCM
928
Southport Capital Management
Tennessee
$3.15M +$595K +10,736 +23%
SYBT
929
Stock Yards Bank & Trust
Kentucky
$3.14M +$73.3K +1,323 +2%
MFW
930
Meristem Family Wealth
Minnesota
$3.13M – – –
PJSIMP
931
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.13M -$71.5K -1,290 -2%
CL
932
CPWM LLC
Washington
$3.12M -$132K -2,389 -4%
BAS
933
Brown Advisory Securities
Maryland
$3.11M +$185K +3,329 +6%
ZIC
934
ZWJ Investment Counsel
Georgia
$3.11M -$1.86M -33,641 -37%
VFM
935
Viking Fund Management
North Dakota
$3.1M +$111K +2,000 +4%
CHC
936
City Holding Co
West Virginia
$3.1M +$364K +6,572 +13%
OCM
937
One Capital Management
California
$3.1M +$76.7K +1,385 +3%
FFH
938
Fairfax Financial Holdings
Ontario, Canada
$3.09M -$222K -4,000 -7%
KM
939
Kalos Management
Georgia
$3.09M -$39.8K -718 -1%
CNBT
940
Canandaigua National Bank & Trust
New York
$3.06M +$27.9K +504 +0.9%
FSCM
941
Front Street Capital Management
Montana
$3.04M -$26.9K -486 -0.9%
SAM
942
Sawgrass Asset Management
Florida
$3.04M -$58.7K -1,060 -2%
AC
943
Avenir Corporation
Virginia
$3.04M +$11.6K +210 +0.4%
BOH
944
Bank of Hawaii
Hawaii
$3.04M +$548K +9,898 +22%
CAMG
945
CWA Asset Management Group
Florida
$3.01M +$548K +9,897 +22%
LA
946
LVW Advisors
New York
$3M -$31.1K -562 -1%
AMM
947
American Money Management
California
$3M -$63.7K -1,149 -2%
ZCA
948
Zeke Capital Advisors
Pennsylvania
$2.98M +$573K +10,340 +24%
NB
949
Nicolet Bankshares
Wisconsin
$2.98M +$747K +13,486 +34%
RBA
950
Richard Bernstein Advisors
New York
$2.96M +$2.96M +53,384 New
36 37
38
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