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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 %
STMM
1626
South Texas Money Management
Texas
$383K +$23.5K +423 +7%
BA
1627
Bristol Advisors
Pennsylvania
$382K -$327K -5,908 -46%
RP
1628
Riverbridge Partners
Minnesota
$381K – – –
MFBTD
1629
MB Financial Bank - Trust Department
Illinois
$380K -$51.7K -934 -12%
Verition Fund Management
1630
Verition Fund Management
Connecticut
$378K -$44.1K -796 -10%
RFM
1631
Royal Fund Management
Florida
$375K +$21K +379 +6%
KFP
1632
Keystone Financial Planning
Ohio
$374K – – –
BFS
1633
Baskin Financial Services
Ontario, Canada
$373K – – –
TCB
1634
Texas Capital Bancshares
Texas
$370K -$109K -1,970 -23%
SPWA
1635
SteelBridge Private Wealth Advisors
Florida
$369K -$11.7K -212 -3%
CYG
1636
Clean Yield Group
Vermont
$369K – – –
OWIM
1637
Old West Investment Management
California
$367K +$367K +6,637 New
RMCM
1638
Reynders McVeigh Capital Management
Massachusetts
$366K -$27.2K -490 -7%
Aristotle Capital Management
1639
Aristotle Capital Management
California
$366K – – –
BCA
1640
Bray Capital Advisors
Florida
$364K -$144K -2,600 -28%
DE
1641
Day & Ennis
Georgia
$361K -$25.2K -455 -7%
NEPWA
1642
New England Private Wealth Advisors
Massachusetts
$361K +$6.57K +119 +2%
CVM
1643
Cheviot Value Management
California
$359K +$277 +5 +0.1%
VAM
1644
Verity Asset Management
North Carolina
$358K +$27.7K +500 +8%
CAM
1645
Congress Asset Management
Massachusetts
$357K -$9.03K -163 -2%
BL
1646
Balentine LLC
Georgia
$357K -$2K -36 -0.6%
MAM
1647
Martingale Asset Management
Massachusetts
$354K -$23.7K -427 -6%
SNBOSD
1648
Security National Bank of So Dak
Iowa
$354K -$6.27K -113 -2%
SMFG
1649
Sumitomo Mitsui Financial Group
Japan
$354K +$340K +6,091 +2,436%
JWBC
1650
J.W. Burns & Co
New York
$353K -$24.9K -449 -7%
64 65
66
67 68