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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 %
WCM
1201
Wunderlich Capital Managemnt
Tennessee
$1.5M -$8.87K -160 -0.6%
HW
1202
Hedeker Wealth
Illinois
$1.5M +$609 +11 +0%
RIL
1203
Rothschild Investment LLC
Illinois
$1.49M -$26.3K -474 -2%
BWAM
1204
Boyd Watterson Asset Management
Ohio
$1.48M +$99.2K +1,789 +7%
HH
1205
Hilltop Holdings
Texas
$1.48M -$24K -433 -2%
AFS
1206
Access Financial Services
Minnesota
$1.48M +$27.5K +497 +2%
EWM
1207
Edge Wealth Management
New York
$1.48M -$1.74M -31,276 -54%
SFM
1208
Signet Financial Management
New Jersey
$1.47M -$22.9K -414 -2%
FPFS
1209
First Personal Financial Services
North Carolina
$1.47M +$13K +235 +0.9%
BTW
1210
Boston Trust Walden
Massachusetts
$1.46M +$172K +3,114 +13%
GA
1211
GFS Advisors
Texas
$1.46M -$60.9K -1,100 -4%
CG
1212
Caprock Group
Idaho
$1.46M +$442K +7,988 +44%
BO
1213
BRR OpCo
Ohio
$1.45M -$48.4K -874 -3%
DAS
1214
Dynamic Advisor Solutions
Arizona
$1.45M +$3.22K +58 +0.2%
EWA
1215
EP Wealth Advisors
California
$1.45M +$113K +2,042 +8%
MWP
1216
MYCIO Wealth Partners
Pennsylvania
$1.44M -$174K -3,142 -11%
ICM
1217
Ionic Capital Management
New York
$1.44M +$1.44M +26,000 New
GXMC
1218
Global X Management Company
New York
$1.44M +$145K +2,610 +11%
CPA
1219
Capital Planning Advisors
California
$1.44M +$284K +5,120 +25%
BO
1220
Bank OZK
Arkansas
$1.43M -$33.6K -607 -2%
MCM
1221
Murphy Capital Management
New Jersey
$1.43M +$305K +5,507 +27%
GIA
1222
GHP Investment Advisors
Colorado
$1.41M +$73.8K +1,332 +6%
HI
1223
Hudock Inc
Pennsylvania
$1.4M +$1.66K +30 +0.1%
BHBT
1224
Burke & Herbert Bank & Trust
Virginia
$1.39M -$32K -577 -2%
CAM
1225
CMT Asset Management
Illinois
$1.39M +$1.39M +25,130 New
47 48
49
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