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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 %
TCM
1651
Telos Capital Management
California
$352K -$19.2K -347 -5%
PCP
1652
Proficio Capital Partners
Massachusetts
$349K -$6.82K -127 -2%
ACA
1653
Anchor Capital Advisors
Massachusetts
$348K -$1.11M -20,040 -76%
WWM
1654
Willingdon Wealth Management
North Carolina
$346K +$4.43K +80 +1%
SCG
1655
Sonata Capital Group
Washington
$344K – – –
SOADOR
1656
State of Alaska Department of Revenue
Alaska
$344K +$12.2K +220 +4%
HS
1657
HighVista Strategies
Massachusetts
$344K +$344K +6,200 New
Members Trust
1658
Members Trust
Florida
$343K -$15.3K -277 -4%
CFA
1659
Cahill Financial Advisors
Minnesota
$343K +$129K +2,323 +60%
HIC
1660
Harvey Investment Company
Kentucky
$342K -$24.9K -450 -7%
OFW
1661
Omnia Family Wealth
Florida
$342K -$17.4K -315 -5%
CCM
1662
Cribstone Capital Management
Maine
$342K -$6.42K -116 -2%
IP
1663
Investment Partners
Ohio
$342K +$54K +974 +19%
CCP
1664
Clarkston Capital Partners
Michigan
$341K – – –
TF
1665
Tompkins Financial
New York
$339K +$16.1K +291 +5%
BFA
1666
Beaumont Financial Advisors
Massachusetts
$337K -$181K -3,260 -35%
WAS
1667
WESPAC Advisors SoCal
California
$337K – – –
GC
1668
Grimes & Company
Massachusetts
$333K -$78.5K -1,417 -19%
FNBOH
1669
First National Bank of Hutchinson
Kansas
$328K – – –
AAS
1670
Annex Advisory Services
Wisconsin
$326K -$6.93K -125 -2%
WSCM
1671
Wellington Shields Capital Management
New York
$326K – – –
LC
1672
Lincoln Capital
Nebraska
$324K -$24.9K -450 -7%
CAI
1673
Capital Advisors Inc
Oklahoma
$324K +$112K +2,032 +53%
MSR
1674
Main Street Research
Connecticut
$324K +$324K +5,855 New
CCFCSB
1675
Cape Cod Five Cents Savings Bank
Massachusetts
$321K -$5.53K -100 -2%
65 66
67
68 69