WFC icon

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 %
KWM
1401
Kingsview Wealth Management
Oregon
$799K +$205K +3,694 +34%
PHK
1402
Point72 Hong Kong
Hong Kong
$798K +$720K +12,996 +921%
TIA
1403
Tiemann Investment Advisors
California
$797K +$8.48K +153 +1%
LJHT
1404
Laurie J. Hall Trustee
$796K – – –
EIA
1405
Edgemoor Investment Advisors
Maryland
$794K +$62.3K +1,124 +9%
DT
1406
Diversified Trust
Tennessee
$793K -$7.1K -128 -0.9%
ASC
1407
Atalanta Sosnoff Capital
New York
$790K -$1.05M -19,028 -57%
FNBSF
1408
First National Bank Sioux Falls
South Dakota
$783K -$643K -11,595 -45%
CSA
1409
Cottage Street Advisors
Massachusetts
$782K -$83K -1,500 -10%
MWM
1410
Meridian Wealth Management
Kentucky
$781K -$566K -10,206 -42%
FNBTCON
1411
First National Bank & Trust Co of Newtown
Pennsylvania
$776K -$24.4K -440 -3%
NAM
1412
Needelman Asset Management
California
$763K -$5.54K -100 -0.7%
VCM
1413
Vision Capital Management
Oregon
$761K -$5.82K -105 -0.8%
FMT
1414
First Mercantile Trust
Tennessee
$759K -$127K -2,300 -14%
CA
1415
CapWealth Advisors
Tennessee
$757K +$14.1K +254 +2%
MIAN
1416
Mariner Independent Advisor Network
Kansas
$755K +$755K +13,632 New
NBC
1417
Neuberger Berman Canada
Ontario, Canada
$754K +$202K +3,645 +37%
TC
1418
Telemus Capital
Michigan
$750K -$942 -17 -0.1%
NWP
1419
Northstar Wealth Partners
Connecticut
$745K – – –
PFS
1420
Physicians Financial Services
North Carolina
$742K -$54.4K -982 -7%
ODCM
1421
Old Dominion Capital Management
Virginia
$741K +$9.09K +164 +1%
JC
1422
Jacobs & Co
California
$738K -$2.77K -50 -0.4%
MCM
1423
McRae Capital Management
New Jersey
$737K -$118K -2,135 -14%
IC
1424
InterOcean Capital
Illinois
$737K +$62.9K +1,136 +9%
WCWM
1425
Willow Creek Wealth Management
California
$733K +$26.3K +474 +4%
55 56
57
58 59