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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 %
CCC
1326
Chelsea Counsel Company
California
$1.01M – – –
PAS
1327
Partnervest Advisory Services
California
$1.01M +$25.3K +456 +3%
AAM
1328
Augustine Asset Management
Florida
$1.01M +$10.5K +190 +1%
WG
1329
Welch Group
Alabama
$1.01M +$133K +2,400 +15%
BIC
1330
Beach Investment Counsel
Pennsylvania
$1.01M – – –
CFMC
1331
Curbstone Financial Management Corp
New Hampshire
$1.01M -$12.5K -225 -1%
CCT
1332
Chemung Canal Trust
New York
$1.01M -$9.53K -172 -0.9%
ACM
1333
Adalta Capital Management
New York
$1M – – –
ROTUOC
1334
Regents of the University of California
California
$1M – – –
AA
1335
ALPS Advisors
Colorado
$1M -$38.7K -699 -4%
WPC
1336
White Pine Capital
Minnesota
$1M -$42.1K -760 -4%
PVWM
1337
Point View Wealth Management
New Jersey
$1M -$17.6K -318 -2%
MC
1338
Micawber Capital
Washington
$1M +$273K +4,923 +38%
BAM
1339
Barrett Asset Management
New York
$996K +$131K +2,370 +15%
BFPW
1340
BOK Financial Private Wealth
Colorado
$995K -$30.4K -548 -3%
WA
1341
WealthTrust Axiom
Pennsylvania
$993K +$16.7K +301 +2%
MIC
1342
Meridian Investment Counsel
California
$992K +$11.1K +200 +1%
PCM
1343
Pointe Capital Management
Michigan
$986K -$65.7K -1,186 -6%
GD
1344
Grandfield & Dodd
New York
$986K +$128K +2,317 +15%
AIM
1345
Aspen Investment Management
Michigan
$979K – – –
FHC
1346
First Heartland Consultants
Missouri
$978K +$24.4K +441 +3%
HSA
1347
HBK Sorce Advisory
Pennsylvania
$974K -$55.2K -997 -5%
S
1348
SignatureFD
Georgia
$973K -$159K -2,880 -14%
AFP
1349
Ausdal Financial Partners
Iowa
$971K +$237K +4,273 +32%
IIM
1350
Intact Investment Management
Quebec, Canada
$970K -$105K -1,900 -10%
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