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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 %
WB
1151
Webster Bank
Connecticut
$1.7M -$1.06M -19,048 -38%
BCM
1152
BTR Capital Management
California
$1.69M -$52.9K -955 -3%
SIA
1153
Sit Investment Associates
Minnesota
$1.69M -$19.4K -350 -1%
WA1
1154
Wimmer Associates 1
California
$1.68M +$13.6K +245 +0.8%
AAMU
1155
AEGON Asset Management (UK)
United Kingdom
$1.67M -$51.2K -924 -3%
SS
1156
Simplicity Solutions
Minnesota
$1.67M +$229K +4,139 +16%
NCM
1157
Neumann Capital Management
California
$1.67M – – –
ACS
1158
Archford Capital Strategies
Illinois
$1.66M +$4.93K +89 +0.3%
BOC
1159
Barbara Oil Co
Illinois
$1.66M – – –
DLG
1160
Daniel L. Goodwin
$1.66M – – –
VCM
1161
Violich Capital Management
California
$1.66M +$166K +3,000 +11%
NIM
1162
Nexus Investment Management
Ontario, Canada
$1.66M +$166K +3,000 +11%
HIC
1163
Holderness Investments Company
North Carolina
$1.65M -$10.9K -196 -0.7%
PHIMC
1164
Private Harbour Investment Management & Counsel
Ohio
$1.65M +$20.8K +375 +1%
FCI
1165
Financial Counselors Inc
Kansas
$1.65M -$72.2K -1,303 -4%
KA
1166
KLCM Advisors
Wisconsin
$1.65M -$18.8K -340 -1%
BRC
1167
Bell Rock Capital
Delaware
$1.64M +$1.53M +27,673 +1,435%
TBA
1168
Tower Bridge Advisors
Pennsylvania
$1.64M -$55K -993 -3%
FHA
1169
First Horizon Advisors
Tennessee
$1.63M -$103K -1,905 -6%
GVT
1170
Genesee Valley Trust
New York
$1.63M -$7.54K -136 -0.5%
BMM
1171
Buffington Mohr McNeal
Idaho
$1.63M – – –
BFO
1172
Boston Family Office
Massachusetts
$1.62M +$554 +10 +0%
HCM
1173
Howland Capital Management
Massachusetts
$1.62M +$27.7K +500 +2%
SFWA
1174
Summit Financial Wealth Advisors
Louisiana
$1.6M +$435K +7,851 +37%
WSL
1175
Western Standard LLC
California
$1.6M +$763K +15,085 +91%
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