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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 %
CIP
1001
Convergence Investment Partners
Florida
$2.6M +$118K +2,135 +5%
TRIM
1002
Thompson Rubinstein Investment Management
Oregon
$2.59M -$69.3K -1,250 -3%
AWM
1003
Altavista Wealth Management
North Carolina
$2.56M -$110K -1,986 -4%
FPB
1004
First PREMIER Bank
South Dakota
$2.55M -$103K -1,855 -4%
SAM
1005
Security Asset Management
New York
$2.55M -$62.2K -1,122 -2%
GC
1006
Gilbert & Cook
Iowa
$2.55M +$269K +4,862 +12%
AI
1007
Atria Investments
North Carolina
$2.55M -$181K -3,260 -7%
SSB
1008
Sandy Spring Bank
Maryland
$2.54M -$46K -831 -2%
NIC
1009
Northwest Investment Counselors
Oregon
$2.53M -$11.2K -203 -0.4%
WKWM
1010
Walter & Keenan Wealth Management
Indiana
$2.52M – – –
ACM
1011
Alpha Capital Management
Texas
$2.5M +$48.3K +871 +2%
SG
1012
StoneX Group
New York
$2.5M +$2.5M +45,069 New
MC
1013
MRJ Capital
New York
$2.5M +$22.2K +400 +0.9%
HFM
1014
Hartford Financial Management
Connecticut
$2.48M – – –
SCA
1015
Sippican Capital Advisors
Massachusetts
$2.46M -$50K -902 -2%
RIA
1016
Regal Investment Advisors
Michigan
$2.45M +$2.08M +37,557 +567%
CIC
1017
Carnegie Investment Counsel
Ohio
$2.44M -$529K -9,843 -18%
BJL
1018
Brighton Jones LLC
Washington
$2.44M +$2.44M +44,068 New
AAP
1019
Arax Advisory Partners
Colorado
$2.44M +$21.9K +395 +0.9%
DSC
1020
Duncker Streett & Co
Missouri
$2.44M -$201K -3,630 -8%
IAA
1021
Independent Advisor Alliance
North Carolina
$2.42M -$204K -3,678 -8%
ICOM
1022
Investment Counselors of Maryland
Maryland
$2.42M +$26.3K +475 +1%
SCA
1023
Sage Capital Advisors
South Dakota
$2.41M +$2.41M +43,519 New
MNBTD
1024
Moody National Bank Trust Division
Texas
$2.41M -$12.5K -225 -0.5%
WA
1025
Waverly Advisors
Alabama
$2.39M -$39.3K -709 -2%
39 40
41
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