WFC icon

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 %
BMC
1576
Benin Management Corp
Connecticut
$436K -$22.2K -400 -5%
IIA
1577
IPG Investment Advisors
California
$435K +$4.05K +73 +0.9%
VIA
1578
Vident Investment Advisory
Georgia
$432K -$1.06M -10,331 -71%
LRPA
1579
L. Roy Papp & Associates
Arizona
$429K -$4.1K -74 -0.9%
FAN
1580
Financial Advisors Network
California
$428K -$22.1K -399 -5%
GS
1581
Girard Securities
California
$426K -$47.7K -859 -10%
Cerity Partners
1582
Cerity Partners
New York
$424K -$7.3M -118,966 -95%
CFA
1583
Capstone Financial Advisors
Illinois
$424K -$156K -2,810 -27%
SBWM
1584
Sunflower Bank Wealth Management
Arizona
$424K -$11.4K -206 -3%
DDC
1585
DF Dent & Co
Maryland
$424K – – –
CAL
1586
Capital Analysts LLC
Pennsylvania
$424K – – –
BFA
1587
Benedict Financial Advisors
Georgia
$423K -$221K -4,076 -34%
SMC
1588
Smith, Moore & Co
Missouri
$422K -$5.21K -94 -1%
FPS
1589
Fieldpoint Private Securities
Connecticut
$422K +$80K +1,445 +23%
LTI
1590
Laffer Tengler Investments
Tennessee
$421K -$1.22K -22 -0.3%
AB
1591
AT Bancorp
Iowa
$416K -$10K -181 -2%
BCM
1592
Bourgeon Capital Management
Connecticut
$416K – – –
EC
1593
EJF Capital
Virginia
$416K +$139K +2,500 +50%
GWS
1594
Glassman Wealth Services
Virginia
$415K -$14.7K -265 -3%
AF
1595
Affiance Financial
Minnesota
$414K +$5.54K +100 +1%
UWPG
1596
Ullmann Wealth Partners Group
Florida
$414K +$16.6K +300 +4%
FMC
1597
First Merchants Corp
Indiana
$413K +$27.7K +500 +7%
PIA
1598
Peachtree Investment Advisors
Georgia
$412K – – –
MC
1599
Miles Capital
Iowa
$411K -$1.01M -18,281 -71%
PLFAM
1600
Pineno Levin & Ford Asset Management
Virginia
$411K – – –
62 63
64
65 66