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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 %
AZA
1551
Arthur Zaske & Associates
Michigan
$472K – – –
VC
1552
Vicus Capital
Pennsylvania
$472K +$147K +2,648 +45%
CC
1553
Colrain Capital
Massachusetts
$471K – – –
CANY
1554
Caxton Associates (New York)
New York
$471K +$471K +8,500 New
HKIM
1555
Hayek Kallen Investment Management
Alabama
$471K +$471K +8,502 New
DDPIC
1556
Deroy & Devereaux Private Investment Counsel
Michigan
$469K -$163K -2,947 -26%
BIM
1557
Barton Investment Management
Pennsylvania
$467K -$9.98K -180 -2%
HAM
1558
Highstreet Asset Management
Ontario, Canada
$466K +$466K +8,414 New
ARMC
1559
American Research & Management Company
Massachusetts
$465K – – –
WCM
1560
Wallace Capital Management
Texas
$464K +$28.6K +516 +7%
PFA
1561
Pure Financial Advisors
California
$463K +$6.2K +112 +1%
GWCM
1562
Godshalk Welsh Capital Management
Pennsylvania
$460K – – –
WPW
1563
Waldron Private Wealth
Pennsylvania
$458K -$878K -15,874 -66%
RBC
1564
Ronald Blue & Co
Georgia
$458K -$59.7K -1,076 -12%
LPIC
1565
LeJeune Puetz Investment Counsel
Michigan
$458K -$38.8K -700 -8%
PHAM
1566
Palisades Hudson Asset Management
Florida
$456K – – –
RIG
1567
Renaissance Investment Group
Massachusetts
$455K +$5.15K +93 +1%
ACM
1568
AUA Capital Management
Pennsylvania
$455K +$231K +4,170 +103%
FC
1569
FCA Corp
Texas
$452K – – –
DMC
1570
Drexel Morgan & Co
Pennsylvania
$451K – – –
PAS
1571
Park Avenue Securities
New York
$450K +$450K +8,181 New
CFP
1572
Cornerstone Financial Partners
North Carolina
$441K +$39.4K +708 +10%
SWM
1573
Segment Wealth Management
Texas
$439K +$439K +7,932 New
MA
1574
Marshwinds Advisory
Georgia
$438K -$18.3K -330 -4%
BC
1575
Blueport Capital
Texas
$437K +$215K +3,880 +97%
61 62
63
64 65