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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 %
GKWIM
1701
Gerber Kawasaki Wealth & Investment Management
California
$293K -$6.6K -119 -2%
SC
1702
Schulhoff & Co
Ohio
$289K +$111 +2 +0%
GAMC
1703
Garner Asset Management Corp
Texas
$282K +$282K +5,082 New
PGA
1704
Portland Global Advisors
Maine
$281K – – –
PCFFS
1705
Pacific Center for Financial Services
California
$280K +$43.2K +779 +18%
FAG
1706
Financial Advisory Group
Texas
$279K +$1.94K +35 +0.7%
RP
1707
Rowlandmiller & Partners
Georgia
$278K -$17.5K -315 -6%
BIA
1708
Biondo Investment Advisors
Pennsylvania
$277K -$65.6K -1,175 -19%
TCM
1709
Tributary Capital Management
Nebraska
$277K – – –
WI
1710
Wedgewood Investors
Pennsylvania
$276K – – –
EF
1711
Empirical Finance
Pennsylvania
$275K +$275K +4,957 New
PTC
1712
Philadelphia Trust Company
Pennsylvania
$274K -$22.2K -400 -7%
WA
1713
WealthTrust-Arizona
Arizona
$274K – – –
JGIA
1714
Jackson Grant Investment Advisers
Connecticut
$274K +$1.44K +26 +0.5%
GMA
1715
Goldstein Munger & Associates
California
$272K -$111K -2,000 -29%
TIM
1716
Thompson Investment Management
Wisconsin
$271K -$55.3K -1,000 -17%
WA
1717
Winfield Associates
Ohio
$271K -$6.61K -119 -2%
AHC
1718
Anderson Hoagland & Co
Missouri
$271K – – –
KL
1719
Kinsight LLC
Alabama
$271K – – –
CBTWT
1720
Community Bank & Trust (Waco, Texas)
Texas
$269K – – –
DW
1721
Domani Wealth
Pennsylvania
$265K – – –
TAM
1722
Trillium Asset Management
Massachusetts
$264K -$216K -3,904 -45%
CC
1723
Cedar Capital
Illinois
$264K +$38.1K +689 +17%
VWA
1724
V Wealth Advisors
Kansas
$263K -$174K -3,116 -40%
RB
1725
Rodgers Brothers
Pennsylvania
$262K +$262K +4,730 New
67 68
69
70 71