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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 %
SFG
1376
Summit Financial Group
West Virginia
$861K +$861K +15,547 New
QAM
1377
Quantres Asset Management
Cayman Islands
$859K -$1.15M -20,800 -57%
LCM
1378
Liberty Capital Management
Michigan
$857K +$55K +1,000 +7%
SFA
1379
Sequoia Financial Advisors
Ohio
$856K +$37.4K +674 +5%
NME
1380
Notis-McConarty Edward
$853K -$176K -3,175 -17%
JFA
1381
JNBA Financial Advisors
Minnesota
$852K – – –
GBT
1382
Grove Bank & Trust
Florida
$852K +$356K +6,430 +72%
OFG
1383
OTA Financial Group
New York
$851K – – –
HCA
1384
Harbour Capital Advisors
Virginia
$845K -$73.4K -1,325 -8%
Koshinski Asset Management
1385
Koshinski Asset Management
Illinois
$838K +$242K +4,362 +41%
TWA
1386
TCI Wealth Advisors
Arizona
$833K -$49.4K -891 -6%
ERIM
1387
Eagle Ridge Investment Management
Connecticut
$833K -$6.87K -124 -0.8%
EMR
1388
Errol M. Rudman
$831K +$831K +15,000 New
LCM
1389
Logan Capital Management
Pennsylvania
$830K -$18.3K -331 -2%
JCM
1390
Jacobi Capital Management
Pennsylvania
$821K +$48.9K +881 +6%
RG
1391
Rikoon Group
New Mexico
$820K -$78.8K -1,422 -9%
TRCT
1392
Tower Research Capital (TRC)
New York
$818K +$781K +14,084 +2,099%
NG
1393
Northstar Group
New York
$817K -$70.6K -1,295 -8%
WCM
1394
Windsor Capital Management
Arizona
$814K -$37.5K -677 -4%
WPA
1395
West Paces Advisors
Georgia
$813K +$39.1K +705 +5%
RIM
1396
Regent Investment Management
Kentucky
$813K – – –
MHS
1397
M Holdings Securities
Oregon
$813K +$324K +5,859 +66%
AssetMark Inc
1398
AssetMark Inc
California
$811K -$21.2K -382 -3%
LC
1399
LCNB Corp
Ohio
$807K -$16.5K -298 -2%
PAM
1400
Premier Asset Management
Illinois
$801K +$91.8K +1,657 +13%
54 55
56
57 58