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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 %
SCM
1101
SOL Capital Management
Maryland
$2.02M -$27.7K -500 -1%
LIC
1102
Lodestar Investment Counsel
Illinois
$2.01M -$19.5K -352 -1%
ADBIC
1103
A.D. Beadell Investment Counsel
Wisconsin
$2.01M +$147K +2,655 +8%
SS
1104
Sunbelt Securities
Texas
$2M -$660K -11,902 -25%
SA
1105
Strategic Advisors
New York
$2M +$13.7K +248 +0.7%
CCG
1106
Cypress Capital Group
Florida
$2M +$765K +13,800 +62%
SMM
1107
Stadion Money Management
Georgia
$2M -$1.4M -25,235 -41%
SAM
1108
Sequent Asset Management
Texas
$1.99M -$114K -2,050 -5%
MPAM
1109
Murphy Pohlad Asset Management
Minnesota
$1.99M +$111K +2,005 +6%
PWW
1110
Pettyjohn Wood & White
Virginia
$1.99M -$16.2K -293 -0.8%
STB
1111
S&T Bank
Pennsylvania
$1.97M -$152K -2,737 -7%
ITIM
1112
Indiana Trust & Investment Management
Indiana
$1.96M -$2.55K -46 -0.1%
ARMT
1113
Amica Retiree Medical Trust
Rhode Island
$1.96M – – –
BSW
1114
Buckingham Strategic Wealth
Missouri
$1.96M +$473K +8,538 +32%
MC
1115
Moors & Cabot
Massachusetts
$1.95M +$76.4K +1,380 +4%
HIH
1116
HRS Investment Holdings
New York
$1.94M +$277K +5,000 +17%
PG
1117
PEAK6 Group
Illinois
$1.92M -$16.1M -290,098 -89%
LOAMU
1118
Lombard Odier Asset Management (USA)
New York
$1.92M +$1.92M +34,661 New
QI
1119
Quotient Investors
New York
$1.9M -$16.6K -300 -0.9%
HCP
1120
Holt Capital Partners
Texas
$1.89M – – –
PI
1121
PHH Investments
Texas
$1.88M -$38.7K -699 -2%
DWM
1122
Dorchester Wealth Management
Quebec, Canada
$1.88M -$38.8K -700 -2%
CA
1123
Cambridge Advisors
Nebraska
$1.88M -$58.6K -1,058 -3%
BAC
1124
Boys Arnold & Co
North Carolina
$1.86M -$85.1K -1,536 -4%
HPCM
1125
High Pointe Capital Management
Illinois
$1.86M -$23.3K -420 -1%
43 44
45
46 47