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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 %
AFG
1251
Albion Financial Group
Utah
$1.3M – – –
HAG
1252
HighPoint Advisor Group
Illinois
$1.3M – – –
III
1253
Independent Investors Inc
New York
$1.3M -$99.7K -1,800 -7%
LNC
1254
Lincoln National Corp
Pennsylvania
$1.29M +$335K +6,055 +35%
BFEC
1255
Benjamin F. Edwards & Company
Missouri
$1.29M -$20.8K -375 -2%
MMG
1256
Monetary Management Group
Missouri
$1.28M +$11.1K +200 +0.9%
HAI
1257
Hennessy Advisors Inc
California
$1.27M -$55.4K -1,000 -4%
FTC
1258
Farmers Trust Company
Ohio
$1.27M +$71.1K +1,283 +6%
RWA
1259
River Wealth Advisors
Pennsylvania
$1.26M -$57.8K -1,043 -4%
DAC
1260
Dividend Assets Capital
South Carolina
$1.26M +$51.5K +930 +4%
GLA
1261
Good Life Advisors
Pennsylvania
$1.26M +$227K +4,076 +22%
IDBONY
1262
Israel Discount Bank of New York
New York
$1.25M -$147K -2,650 -10%
WIS
1263
Wright Investors Service
Connecticut
$1.25M +$145K +2,615 +13%
AF
1264
Allworth Financial
California
$1.24M +$10.3K +185 +0.8%
FFC
1265
First Financial Corp
Indiana
$1.24M +$34.1K +616 +3%
AHC
1266
Adell Harriman & Carpenter
Texas
$1.23M -$254K -4,587 -17%
QCG
1267
Quadrant Capital Group
Ohio
$1.23M +$43.9K +861 +4%
DIS
1268
Diversified Investment Strategies
Louisiana
$1.22M – – –
PWAP
1269
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.22M – – –
FC
1270
Forte Capital
New York
$1.22M -$19.5K -352 -2%
NSAM
1271
North Star Asset Management
Wisconsin
$1.22M -$297K -5,366 -20%
WAM
1272
Weatherly Asset Management
California
$1.21M -$11.5K -207 -0.9%
CA
1273
Continuum Advisory
Idaho
$1.21M +$236K +4,262 +24%
Arrowstreet Capital
1274
Arrowstreet Capital
Massachusetts
$1.2M -$249K -4,500 -17%
SOAMC
1275
Spirit of America Management Corp
New York
$1.2M – – –
49 50
51
52 53