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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 %
BCMO
1476
Buckingham Capital Management (Ohio)
Ohio
$608K -$126K -2,270 -17%
IOOF
1477
Independent Order of Foresters
Ontario, Canada
$607K -$37.1K -670 -6%
CCM
1478
Canal Capital Management
Virginia
$603K -$1.22M -22,016 -67%
HCM
1479
Hollencrest Capital Management
California
$602K +$51.3K +925 +9%
MCWS
1480
McKinley Carter Wealth Services
West Virginia
$599K -$35.6K -708 -6%
TFO
1481
Tarbox Family Office
California
$597K – – –
IH
1482
IFC Holdings
Florida
$597K +$13.3K +239 +2%
PAM
1483
PT Asset Management
Illinois
$593K +$593K +10,700 New
LWM
1484
Lyell Wealth Management
California
$592K +$25.6K +463 +5%
RP
1485
Reinhart Partners
Wisconsin
$587K -$554 -10 -0.1%
KFS
1486
Kurt F. Somerville
$585K -$63.8K -1,150 -10%
PAG
1487
Pinnacle Advisory Group
Maryland
$582K -$73.7K -1,330 -11%
SAM
1488
Shamrock Asset Management
Texas
$579K -$20K -365 -3%
SBL
1489
Sargent Bickham Lagudis
Colorado
$575K -$15.1K -272 -3%
CWA
1490
Cypress Wealth Advisors
California
$571K -$420K -7,582 -42%
ADL
1491
Asset Dedication LLC
California
$566K -$18.4K -336 -3%
GLI
1492
Guardian Life Insurance
New York
$564K -$400K -7,221 -42%
WDL
1493
Well Done LLC
Michigan
$563K – – –
BC
1494
Barnett & Company
Tennessee
$562K -$56.6K -1,020 -9%
GSBTD
1495
Glenview State Bank Trust Department
Illinois
$561K +$27.7K +500 +5%
LCS
1496
Levin Capital Strategies
New York
$561K +$77.5K +1,400 +16%
SWK
1497
Stephen W. Kidder
$557K – – –
CBA
1498
Coastal Bridge Advisors
Connecticut
$556K +$96.4K +1,740 +21%
KPF
1499
K2 Principal Fund
Ontario, Canada
$554K -$8.86M -160,000 -94%
HA
1500
Harbor Advisors
Florida
$554K – – –
58 59
60
61 62