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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 %
NIMI
1026
Natixis Investment Managers International
France
$2.39M -$788K -14,210 -25%
DLA
1027
Douglas Lane & Associates
New York
$2.39M -$116K -2,102 -5%
CS
1028
Credential Securities
$2.38M +$82.5K +1,479 +4%
PC
1029
Palo Capital
California
$2.36M +$29.8K +538 +1%
ECM
1030
Exchange Capital Management
Michigan
$2.36M -$4.4M -79,436 -65%
NFG
1031
Next Financial Group
Texas
$2.35M +$54K +975 +2%
HCM
1032
Hengehold Capital Management
Ohio
$2.34M +$120K +2,167 +5%
LC
1033
Lourd Capital
California
$2.33M +$14.8K +268 +0.6%
CL
1034
Choreo LLC
Illinois
$2.33M -$83.8K -1,512 -3%
MPWT
1035
MassMutual Private Wealth & Trust
Connecticut
$2.33M -$73K -1,318 -3%
PK
1036
Pflug Koory
Nebraska
$2.31M – – –
ST
1037
Smithfield Trust
Pennsylvania
$2.31M +$46.4K +837 +2%
ASN
1038
Advisory Services Network
Georgia
$2.29M +$4.21K +76 +0.2%
ANRIA
1039
American National Registered Investment Advisor
Texas
$2.29M -$13.6K -245 -0.6%
LCM
1040
Leisure Capital Management
California
$2.27M -$136K -2,452 -6%
WP
1041
WealthPLAN Partners
Nebraska
$2.26M +$2.19M +39,513 +2,925%
FMWA
1042
Forvis Mazars Wealth Advisors
Missouri
$2.26M +$292K +5,266 +15%
CCG
1043
Chatham Capital Group
Georgia
$2.26M -$125K -2,250 -5%
WA
1044
WFG Advisors
Texas
$2.25M -$253K -4,566 -10%
EA
1045
Edge Advisors
Georgia
$2.25M -$5.1M -92,116 -69%
PCM
1046
Parsons Capital Management
Rhode Island
$2.25M -$130K -2,350 -5%
AC
1047
Addison Capital
Pennsylvania
$2.25M -$95.3K -1,720 -4%
CT
1048
Cambridge Trust
Massachusetts
$2.24M -$286K -5,158 -11%
DIA
1049
Denver Investment Advisors
Colorado
$2.23M -$6.76K -122 -0.3%
SCM
1050
Sterneck Capital Management
Missouri
$2.23M +$74.1K +1,337 +3%
40 41
42
43 44