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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 %
IWA
1426
Intercontinental Wealth Advisors
Texas
$732K -$126K -2,277 -15%
PA
1427
Parallel Advisors
California
$729K +$61.4K +1,139 +9%
BWL
1428
Bogart Wealth LLC
Virginia
$727K +$132K +2,388 +22%
PMFA
1429
Plante Moran Financial Advisors
Michigan
$726K -$31.1K -561 -4%
JDR
1430
Jay D. Rosenbaum
$725K +$105K +1,900 +17%
LNB
1431
Ledyard National Bank
$725K +$119K +2,140 +20%
MCM
1432
Mengis Capital Management
Oregon
$717K -$1.66K -30 -0.2%
MJRIC
1433
Mogy Joel R Investment Counsel
California
$716K -$894K -16,139 -56%
NWM
1434
Northwest Wealth Management
Iowa
$716K +$55 +1 +0%
RCM
1435
RB Capital Management
Nevada
$714K +$379K +6,841 +113%
BW
1436
Bison Wealth
Georgia
$711K +$1.66K +30 +0.2%
BMC
1437
Beaton Management Company
Massachusetts
$711K +$711K +12,830 New
EAM
1438
Evanson Asset Management
California
$708K +$3.22K +58 +0.5%
MA
1439
MCF Advisors
Kentucky
$707K -$20.1K -363 -3%
PP
1440
PagnatoKarp Partners
Virginia
$704K +$32.4K +584 +5%
AIM
1441
Assured Investment Management
New York
$704K +$704K +12,697 New
CG
1442
Colony Group
Massachusetts
$702K +$412K +7,435 +142%
OC
1443
Oarsman Capital
Wisconsin
$695K -$51.4K -927 -7%
FCIM
1444
Fairview Capital Investment Management
California
$692K – – –
BWM
1445
BigSur Wealth Management
Florida
$688K – – –
BB
1446
Bell Bank
North Dakota
$676K +$7.87K +142 +1%
TWI
1447
Thomas White International
Illinois
$675K – – –
CWM
1448
Cornerstone Wealth Management
Missouri
$674K +$154K +2,773 +30%
PFBT
1449
Parkside Financial Bank & Trust
Missouri
$672K +$49.6K +897 +8%
NIA
1450
Northstar Investment Advisors
Colorado
$669K -$111K -2,001 -14%
56 57
58
59 60