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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 %
BWFM
1601
Bridgewater Wealth & Financial Management
Maryland
$411K +$79K +1,427 +24%
PFO
1602
Pathstone Family Office
New Jersey
$406K -$11.7K -212 -3%
RPAM
1603
Rhenman & Partners Asset Management
Sweden
$405K – – –
PA
1604
Probity Advisors
Texas
$405K +$23.1K +418 +6%
DHFB
1605
Dixon Hubard Feinour & Brown
Virginia
$405K +$83.1K +1,500 +26%
IHL
1606
Investment House LLC
California
$403K -$22.2K -400 -5%
HHC
1607
Hutchin Hill Capital
New York
$399K -$38.8K -700 -9%
MSFP
1608
Mark Sheptoff Financial Planning
Connecticut
$399K -$22.2K -401 -5%
AB
1609
Atlas Brown
Kentucky
$397K -$25.1K -453 -6%
AWM
1610
AE Wealth Management
Kansas
$397K +$397K +7,164 New
TCOO
1611
Trust Company of Oklahoma
Oklahoma
$396K – – –
I2I
1612
Insight 2811 Inc
Illinois
$396K +$20.9K +378 +6%
DWM
1613
Destination Wealth Management
California
$395K -$230K -4,149 -37%
CNB
1614
Camden National Bank
Maine
$393K +$130K +2,353 +50%
FWP
1615
FAS Wealth Partners
Kansas
$392K +$2.33K +42 +0.6%
TSW
1616
Thompson Siegel & Walmsley
Virginia
$392K +$23.6K +425 +6%
HS
1617
Huntington Steele
Pennsylvania
$391K – – –
AW
1618
Alpha Windward
Massachusetts
$391K +$15.6K +281 +4%
SAA
1619
Southeast Asset Advisors
Georgia
$390K -$217K -3,920 -36%
BIAS
1620
Beacon Investment Advisory Services
New Jersey
$390K -$27.7K -500 -7%
PHS
1621
Pekin Hardy Strauss
Illinois
$390K +$83.2K +1,500 +27%
BFG
1622
Bouchey Financial Group
New York
$388K +$55 +1 +0%
HL
1623
HeadInvest LLC
Maine
$387K -$28.7K -518 -7%
JWA
1624
JFS Wealth Advisors
Pennsylvania
$384K -$67K -1,211 -15%
WIP
1625
Wellesley Investment Partners
Massachusetts
$383K – – –
63 64
65
66 67