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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 %
LP
1076
LMR Partners
United Kingdom
$2.13M +$881K +15,900 +71%
CCA
1077
Checchi Capital Advisers
California
$2.12M -$144K -2,593 -6%
CC
1078
Courier Capital
New York
$2.12M +$7.59K +137 +0.4%
AIM
1079
Anchor Investment Management
South Carolina
$2.11M -$18K -325 -0.8%
WAM
1080
Wealthspire Advisors (Maryland)
Maryland
$2.11M +$329K +5,931 +18%
WOC
1081
West Oak Capital
California
$2.1M -$33.6K -606 -2%
SBIA
1082
Sheaff Brock Investment Advisors
Indiana
$2.1M -$31K -559 -1%
SSW
1083
Smith Shellnut Wilson
Mississippi
$2.1M +$2.79K +59 +0.1%
RWA
1084
Ropes Wealth Advisors
Massachusetts
$2.1M +$45.2K +815 +2%
MIM
1085
Miller Investment Management
Pennsylvania
$2.09M – – –
NPT
1086
Nixon Peabody Trust
Massachusetts
$2.09M +$74.8K +1,350 +4%
HT
1087
HighTower Trust
Texas
$2.08M -$42.9K -775 -2%
Lido Advisors
1088
Lido Advisors
California
$2.08M -$41.1K -741 -2%
AMCA
1089
Arthur M. Cohen & Associates
Illinois
$2.07M -$323K -5,800 -14%
HWA
1090
Heritage Way Advisors
Illinois
$2.07M +$99.7K +1,800 +5%
MAM
1091
Meeder Asset Management
Ohio
$2.06M -$1.71M -30,823 -45%
NCMW
1092
Northern Capital Management (Wisconsin)
Wisconsin
$2.06M +$102K +1,845 +5%
YMRC
1093
Yorktown Management & Research Company
Virginia
$2.05M +$554K +10,000 +37%
SPC
1094
Sigma Planning Corp
Michigan
$2.05M +$41.3K +745 +2%
CIM
1095
CIM Investment Management
Pennsylvania
$2.03M -$34.2K -618 -2%
YWP
1096
YorkBridge Wealth Partners
New York
$2.03M -$16.7K -300 -0.8%
BG
1097
Bollard Group
Massachusetts
$2.02M -$3.05K -55 -0.2%
NPA
1098
Nichols & Pratt Advisers
Massachusetts
$2.02M -$1.39K -25 -0.1%
FMBTD
1099
First Midwest Bank Trust Division
Illinois
$2.02M -$56.9K -1,027 -3%
CPA
1100
Clear Perspective Advisors
Illinois
$2.02M +$88.4K +1,596 +5%
42 43
44
45 46