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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 %
Group One Trading
1176
Group One Trading
Illinois
$1.6M -$1.31M -23,626 -45%
AP
1177
Atwood & Palmer
Missouri
$1.6M +$332K +6,000 +26%
JSL
1178
JT Stratford LLC
Georgia
$1.6M -$133K -2,409 -8%
B
1179
Bellecapital
Switzerland
$1.59M +$257K +4,630 +19%
WCA
1180
Waratah Capital Advisors
Ontario, Canada
$1.59M +$1.59M +28,715 New
PCMM
1181
Private Capital Management (Minnesota)
Minnesota
$1.59M +$30.5K +550 +2%
NPC
1182
National Planning Corporation
California
$1.58M +$82.9K +1,485 +6%
RHAM
1183
Round Hill Asset Management
California
$1.58M – – –
WI
1184
Wintrust Investments
Illinois
$1.58M +$72.9K +1,316 +5%
GT
1185
Greenleaf Trust
Michigan
$1.57M +$72.5K +1,309 +5%
LIM
1186
Loudon Investment Management
New Hampshire
$1.57M – – –
MMPW
1187
Mitchell McLeod Pugh & Williams
Alabama
$1.57M +$28.3K +510 +2%
JWM
1188
Jacobus Wealth Management
Wisconsin
$1.57M -$8.31K -150 -0.5%
DG
1189
Davidson & Garrard
Virginia
$1.56M -$63.6K -1,148 -4%
DRS
1190
Deane Retirement Strategies
Louisiana
$1.56M +$1.56M +28,081 New
NCM
1191
Northside Capital Management
Oregon
$1.55M -$2.78M -50,150 -64%
RCAG
1192
Rehmann Capital Advisory Group
Michigan
$1.55M -$208K -3,760 -12%
CEP
1193
Chicago Equity Partners
Illinois
$1.55M +$753K +13,600 +95%
JIC
1194
Joel Isaacson & Co
New York
$1.54M +$105K +1,904 +7%
ANBT
1195
American National Bank & Trust
Texas
$1.53M -$22.8K -411 -1%
RCM
1196
Radnor Capital Management
Pennsylvania
$1.52M – – –
OIM
1197
Orca Investment Management
Oregon
$1.51M -$16.6K -300 -1%
DWA
1198
Douglass Winthrop Advisors
New York
$1.51M -$56.2K -1,015 -4%
EHWM
1199
Eads & Heald Wealth Management
Georgia
$1.51M -$17.5K -315 -1%
OA
1200
Oxbow Advisors
Texas
$1.5M +$1.05K +19 +0.1%
46 47
48
49 50