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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 %
ZIG
1501
Zuckerman Investment Group
Illinois
$551K – – –
VST
1502
Van Strum & Towne
California
$548K -$30.5K -550 -5%
IFWM
1503
Institute for Wealth Management
Colorado
$548K +$548K +9,891 New
FAB
1504
First American Bank
Illinois
$544K -$104K -1,869 -16%
JCM
1505
Janney Capital Management
Pennsylvania
$542K +$7.58K +137 +1%
OCM
1506
Osterweis Capital Management
California
$541K – – –
MFW
1507
Mosaic Family Wealth
Missouri
$541K +$7.32K +132 +1%
GAG
1508
GM Advisory Group
New York
$540K -$117K -2,113 -18%
HK
1509
Horizon Kinetics
New York
$540K +$74.7K +1,348 +16%
FNB
1510
Farmers National Bank
Kentucky
$537K +$15K +270 +3%
NL
1511
NWAM LLC
Washington
$535K +$16.9K +306 +3%
FCFC
1512
First Commonwealth Financial Corp
Pennsylvania
$534K +$534K +9,633 New
SIM
1513
SSI Investment Management
California
$532K -$6.27K -114 -1%
CA
1514
Callahan Advisors
Texas
$531K -$27.3K -493 -5%
EWA
1515
Exencial Wealth Advisors
Oklahoma
$531K +$48.9K +881 +10%
BFIC
1516
Bedell Frazier Investment Counselling
California
$529K -$39.1K -706 -7%
SMG
1517
Spectrum Management Group
Indiana
$529K – – –
IWA
1518
IBEX Wealth Advisors
New Jersey
$528K +$11.2K +202 +2%
KA
1519
Kovack Advisors
Florida
$527K +$99.7K +1,800 +23%
GAM
1520
Gould Asset Management
California
$524K +$54.2K +978 +12%
KP
1521
Keel Point
Alabama
$523K +$24.1K +435 +5%
JFGLC
1522
Johnson Financial Group LLC (Colorado)
Colorado
$520K -$499 -9 -0.1%
GA
1523
Greytown Advisors
Florida
$520K +$205K +3,703 +65%
RA
1524
RFG Advisory
Alabama
$516K -$19.7K -354 -4%
WA
1525
WBH Advisory
Maryland
$516K -$2.71K -49 -0.5%
59 60
61
62 63