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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 %
BEC
1226
Blue Edge Capital
Virginia
$1.39M -$26.3K -474 -2%
RMAM
1227
Raab & Moskowitz Asset Management
New Jersey
$1.39M -$615K -11,852 -31%
NDSI
1228
Newman Dignan & Sheerar Inc
Rhode Island
$1.39M -$31.9K -576 -2%
ZB
1229
Zions Bancorporation
Utah
$1.39M +$736K +13,284 +113%
WFI
1230
West Family Investments
California
$1.39M +$1.39M +25,000 New
CK
1231
Cohen Klingenstein
New York
$1.38M – – –
PA
1232
Perennial Advisors
New York
$1.38M +$64.2K +1,159 +5%
LBC
1233
Lawrence B. Cohen
$1.37M -$36K -650 -3%
GGHC
1234
Gilder Gagnon Howe & Co
New York
$1.36M -$199K -3,588 -13%
DBIA
1235
Dumont & Blake Investment Advisors
New Jersey
$1.36M -$23.4K -423 -2%
WPP
1236
Whalerock Point Partners
Rhode Island
$1.36M +$88.6K +1,600 +7%
MAA
1237
Mraz Amerine & Associates
California
$1.36M -$2.27K -41 -0.2%
FSA
1238
Franklin Street Advisors
North Carolina
$1.36M -$70.5K -1,273 -5%
CWM
1239
Confluence Wealth Management
Oregon
$1.35M +$17.8K +321 +1%
RWA
1240
RGT Wealth Advisors
Texas
$1.35M +$1.35M +24,326 New
WA
1241
Wheatland Advisors
Pennsylvania
$1.35M -$16.5K -298 -1%
VF
1242
Virtu Financial
New York
$1.34M +$1.34M +24,226 New
NAMA
1243
Nikko Asset Management Americas
New York
$1.34M – – –
BP
1244
Ballentine Partners
Massachusetts
$1.34M +$134K +2,435 +11%
HWA
1245
Heritage Wealth Advisors
Virginia
$1.34M -$43.6K -787 -3%
SFSIG
1246
San Francisco Sentry Investment Group
California
$1.32M +$43.2K +779 +3%
GRP
1247
Global Retirement Partners
California
$1.31M +$71.4K +1,289 +6%
NI
1248
Numeric Investors
Massachusetts
$1.31M -$7.53M -135,900 -85%
HB
1249
Homrich & Berg
Georgia
$1.31M -$145K -2,618 -10%
BEAM
1250
Baker Ellis Asset Management
Washington
$1.3M -$35.4K -639 -3%
48 49
50
51 52