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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 %
TP
951
Truvvo Partners
New York
$2.95M +$1.33M +23,796 +81%
BTNA
952
Bremer Trust National Association
Minnesota
$2.95M -$272K -4,911 -8%
CSM
953
CAMG Solamere Management
North Carolina
$2.94M +$108K +1,944 +4%
IC
954
Intersect Capital
California
$2.94M +$768K +13,867 +35%
PCTC
955
Perkins Coie Trust Company
Washington
$2.93M +$217K +3,912 +8%
LOAME
956
Lombard Odier Asset Management (Europe)
United Kingdom
$2.91M – – –
FAM
957
Fred Alger Management
New York
$2.91M -$62M -1,118,209 -96%
NFA
958
Nuveen Fund Advisors
Illinois
$2.91M -$706K -12,746 -20%
MBTD
959
Mechanics Bank - Trust Department
California
$2.9M -$14K -252 -0.5%
CAM
960
Carret Asset Management
New York
$2.9M +$109K +1,965 +4%
RAM
961
Roanoke Asset Management
New Jersey
$2.89M -$158K -2,857 -5%
WP
962
WealthSource Partners
California
$2.87M +$1.91M +34,444 +198%
RC
963
Roundview Capital
New Jersey
$2.86M +$139K +2,500 +5%
NA
964
NewEdge Advisors
Louisiana
$2.86M +$909K +16,351 +47%
PAM
965
PVG Asset Management
Colorado
$2.85M +$2.85M +51,503 New
SHCM
966
Stokes & Hubbell Capital Management
Louisiana
$2.84M +$25.3K +456 +0.9%
FCH
967
Freestone Capital Holdings
Washington
$2.82M -$181K -3,259 -6%
JFGIW
968
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.81M -$5.09M -91,823 -64%
AWA
969
ARS Wealth Advisors
Florida
$2.81M -$919K -16,577 -25%
CCM
970
Cohen Capital Management
California
$2.8M – – –
RIM
971
Rampart Investment Management
Connecticut
$2.8M +$2.1M +37,966 +302%
BONST
972
Bank of Nova Scotia Trust
Ontario, Canada
$2.79M -$192K -3,472 -6%
CCM
973
Compton Capital Management
Rhode Island
$2.79M +$81.2K +1,465 +3%
HWA
974
HCR Wealth Advisors
California
$2.79M -$34.4K -620 -1%
WIC
975
Whitegate Investment Counselors
New Hampshire
$2.77M -$94.2K -1,700 -3%
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