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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 %
WA
1451
Wealth Architects
California
$665K -$5.15K -93 -0.8%
FWCM
1452
First Western Capital Management
California
$661K -$151K -2,717 -19%
DCM
1453
Dynamic Capital Management
Jersey
$658K -$1.22M -22,093 -65%
FPCG
1454
Fort Pitt Capital Group
Pennsylvania
$652K +$1.16K +21 +0.2%
SAM
1455
Summit Asset Management
Tennessee
$647K -$27.7K -500 -4%
ACM
1456
Ativo Capital Management
Illinois
$647K -$10.4K -188 -2%
HIC
1457
Hartline Investment Corp
Illinois
$642K -$80.3K -1,450 -11%
LPT
1458
Legacy Private Trust
Wisconsin
$641K -$70.3K -1,269 -10%
OIA
1459
Optimum Investment Advisors
Illinois
$637K +$171K +3,088 +37%
CGL
1460
Clarius Group LLC
Washington
$633K -$40.1K -723 -6%
MSAM
1461
Moloney Securities Asset Management
Missouri
$631K -$31.3K -564 -5%
CCMG
1462
Clark Capital Management Group
Pennsylvania
$629K -$96.2K -1,738 -13%
NAM
1463
NTV Asset Management
West Virginia
$629K -$66.4K -1,200 -10%
FHA
1464
Flagship Harbor Advisors
Massachusetts
$629K +$39.1K +700 +7%
BCP
1465
Berkeley Capital Partners
Georgia
$625K -$81.6K -1,473 -12%
FAM
1466
Formidable Asset Management
Ohio
$625K -$76.6K -1,381 -11%
IGGA
1467
Iron Gate Global Advisors
Utah
$625K +$625K +11,280 New
SFG
1468
SNS Financial Group
Minnesota
$622K +$13.2K +239 +2%
WCA
1469
Westover Capital Advisors
Delaware
$621K -$29.8K -537 -5%
TFF
1470
The Family Firm
Maryland
$621K +$96.2K +1,736 +18%
CWM
1471
Concert Wealth Management
California
$615K -$890K -16,049 -59%
BTIS
1472
BB&T Investment Services
North Carolina
$615K +$362K +6,572 +144%
SWA
1473
Sutton Wealth Advisors
Florida
$612K +$1.77K +32 +0.3%
MJP
1474
Michael J. Puzo
$610K -$55.5K -1,000 -8%
GIC
1475
GFI Investment Counsel
Ontario, Canada
$610K +$431K +7,780 +241%
57 58
59
60 61