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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 %
CPIM
1676
Columbia Partners Investment Management
Virginia
$320K -$342K -6,186 -52%
AAM
1677
Aureus Asset Management
Massachusetts
$316K -$65.1K -1,174 -17%
SFI
1678
SPC Financial Inc
Maryland
$313K -$1.05K -19 -0.3%
LFR
1679
Lehman Financial Resources
Pennsylvania
$312K -$167 -3 -0.1%
SIC
1680
Sigma Investment Counselors
Michigan
$307K -$4.71K -85 -2%
PL
1681
Parthenon LLC
Kentucky
$307K +$44.3K +800 +17%
DCM
1682
Dimension Capital Management
Florida
$306K – – –
SC
1683
Saybrook Capital
North Carolina
$305K – – –
CHAM
1684
Clear Harbor Asset Management
Connecticut
$304K – – –
VHAM
1685
Van Hulzen Asset Management
California
$304K – – –
NFG
1686
Nations Financial Group
Iowa
$304K +$53.7K +968 +21%
WPIC
1687
White Pine Investment Company
Michigan
$303K +$58.7K +1,060 +24%
AL
1688
AJO LP
Pennsylvania
$303K +$303K +5,474 New
NP
1689
NS Partners
United Kingdom
$302K -$7.42M -134,086 -96%
RWM
1690
RKL Wealth Management
Pennsylvania
$299K +$299K +5,347 New
BMCM
1691
Bryn Mawr Capital Management
Pennsylvania
$297K -$86.6K -1,563 -23%
KF
1692
Krilogy Financial
Missouri
$297K -$43.2K -780 -13%
IA
1693
Independence Advisors
Pennsylvania
$297K – – –
BAAM
1694
Baker Avenue Asset Management
California
$296K -$3.33K -60 -1%
SXL
1695
Summit X LLC
Missouri
$296K +$296K +5,328 New
EDRIA
1696
Edmonds Duncan Registered Investment Advisors
Kansas
$295K -$5.21K -94 -2%
FI
1697
FormulaFolio Investments
Michigan
$295K +$13K +234 +5%
AAM
1698
AR Asset Management
California
$294K – – –
SIG
1699
Sky Investment Group
Connecticut
$294K +$15.8K +285 +6%
AF
1700
Aldebaran Financial
$294K +$23.4K +423 +9%
66 67
68
69 70