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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 %
VCAM
1526
Van Cleef Asset Management
Ohio
$515K -$5.55K -100 -1%
SFP
1527
Shepherd Financial Partners
Massachusetts
$515K -$834 -15 -0.2%
NQWM
1528
Northwest Quadrant Wealth Management
Oregon
$515K +$3.37K +64 +0.7%
AIM
1529
Arcadia Investment Management
Michigan
$515K +$22.9K +413 +5%
FIM
1530
Fruth Investment Management
Texas
$512K -$66.5K -1,200 -11%
SFM
1531
Systematic Financial Management
New Jersey
$512K – – –
KWMG
1532
King Wealth Management Group
Florida
$511K -$45.8K -828 -8%
KSA
1533
Ken Stern & Associates
California
$510K +$330 +6 +0.1%
PFC
1534
Phocas Financial Corp
California
$508K – – –
OAM
1535
Occidental Asset Management
California
$507K +$10.4K +187 +2%
CAW
1536
Cornerstone Advisors (Washington)
Washington
$506K -$44.6K -805 -8%
SBSB
1537
Sullivan, Bruyette, Speros & Blaney
Virginia
$505K +$17K +306 +3%
PWAM
1538
Park West Asset Management
California
$504K – – –
IPAM
1539
ICICI Prudential Asset Management
India
$502K -$80.9K -1,500 -14%
LP
1540
LGL Partners
Pennsylvania
$501K – – –
WHRC
1541
W.H. Reaves & Co
New Jersey
$499K – – –
IIC
1542
Ironwood Investment Counsel
Arizona
$497K – – –
SAM
1543
Smithbridge Asset Management
Pennsylvania
$495K +$225K +4,062 +83%
SQA
1544
Simon Quick Advisors
New Jersey
$494K -$343K -6,190 -41%
WIA
1545
Westbourne Investment Advisors
Maryland
$493K -$38.8K -700 -7%
CCM
1546
Compass Capital Management
Minnesota
$491K – – –
GHAM
1547
Gilman Hill Asset Management
Connecticut
$488K -$197K -3,555 -29%
HHGA
1548
Halbert Hargrove Global Advisors
California
$484K -$11.8K -213 -2%
GI
1549
Glovista Investments
New Jersey
$481K +$481K +8,684 New
CB
1550
Chemical Bank
Michigan
$480K -$5.54K -100 -1%
60 61
62
63 64