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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 %
LKIM
1126
Lawson Kroeker Investment Management
Nebraska
$1.85M +$2.16K +39 +0.1%
B
1127
Bailard
California
$1.84M -$77.9K -1,405 -4%
GA
1128
Geneva Advisors
Illinois
$1.84M -$103K -1,853 -5%
SAM
1129
Selway Asset Management
$1.84M +$2.77K +50 +0.2%
SLF
1130
Sun Life Financial
Ontario, Canada
$1.84M +$1.83M +32,984 +24,433%
NJBEST
1131
New Jersey Better Educational Savings Trust
New Jersey
$1.83M +$166K +3,000 +10%
CBU
1132
CIBC Bank USA
Illinois
$1.83M +$47.5K +857 +3%
FLI
1133
Family Legacy Inc
South Carolina
$1.81M -$7.76K -140 -0.4%
CS
1134
Cannell & Spears
New York
$1.81M -$1.66K -30 -0.1%
BWP
1135
Baldwin Wealth Partners
Massachusetts
$1.8M – – –
CCM
1136
CrestPoint Capital Management
Missouri
$1.8M +$5.54K +100 +0.3%
PWMAG
1137
Pinnacle Wealth Management Advisory Group
New Jersey
$1.8M +$109K +1,967 +6%
AF
1138
AMG Funds
Connecticut
$1.78M +$8.09K +146 +0.5%
TIM
1139
Thornburg Investment Management
New Mexico
$1.77M – – –
DPIM
1140
Duff & Phelps Investment Management
Illinois
$1.77M – – –
RFA
1141
Reilly Financial Advisors
California
$1.75M -$21.5K -388 -1%
NERM
1142
New England Research & Management
Illinois
$1.74M -$197K -3,550 -10%
SNT
1143
Security National Trust
West Virginia
$1.74M -$68.4K -1,235 -4%
CNAM
1144
Campbell Newman Asset Management
Wisconsin
$1.73M -$14.6M -262,793 -89%
SSWM
1145
Sheets Smith Wealth Management
North Carolina
$1.73M -$24.2K -437 -1%
WA
1146
WP Advisors
California
$1.72M +$80.3K +1,449 +5%
MBT
1147
Montecito Bank & Trust
California
$1.72M +$42.8K +772 +3%
SFSG
1148
Stearns Financial Services Group
North Carolina
$1.72M +$57.5K +1,038 +3%
PFSC
1149
Peoples Financial Services Corp
Pennsylvania
$1.71M -$7.7K -139 -0.4%
CCM
1150
Carlson Capital Management
Minnesota
$1.71M -$179K -3,228 -9%
44 45
46
47 48