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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 %
CT
1726
Clearstead Trust
Maine
$261K -$2.25M -40,611 -90%
WMG
1727
WESCAP Management Group
California
$261K -$1.22K -22 -0.5%
MSS
1728
Mitchell Sinkler & Starr
Pennsylvania
$261K – – –
CWM
1729
Cabot Wealth Management
Massachusetts
$260K -$51.8K -934 -17%
CIM
1730
Confluence Investment Management
Missouri
$259K +$30.7K +554 +13%
NCM
1731
Noesis Capital Mangement
Florida
$258K -$2.82K -51 -1%
WFG
1732
Windsor Financial Group
Minnesota
$258K – – –
AWM
1733
AllSquare Wealth Management
New York
$257K -$22.2K -400 -8%
B
1734
Bridgeworth
Alabama
$256K -$11.3K -206 -4%
FCFS
1735
First Command Financial Services
Texas
$256K -$4.05K -73 -2%
FCB
1736
First Command Bank
Texas
$256K -$4.05K -73 -2%
SHWM
1737
Smith & Howard Wealth Management
Georgia
$255K – – –
SHJ
1738
Sharkey, Howes & Javer
Colorado
$253K -$4.82K -87 -2%
FA
1739
FCG Advisors
New Jersey
$252K -$7.64K -138 -3%
HPWM
1740
Highland Private Wealth Management
Washington
$248K +$2.38K +43 +1%
EA
1741
Elm Advisors
California
$247K – – –
BWA
1742
Burt Wealth Advisors
Maryland
$245K – – –
HW
1743
Hancock Whitney
Mississippi
$244K +$14.3K +259 +6%
CAM
1744
ClariVest Asset Management
California
$241K +$241K +4,338 +54,225%
FPCP
1745
Fort Point Capital Partners
California
$240K -$36K -649 -13%
AAM
1746
American Asset Management
Florida
$240K -$11.1K -200 -4%
ICM
1747
IMS Capital Management
Oregon
$240K +$111 +2 +0%
TDC
1748
Thompson Davis & Co
Virginia
$239K +$89.7K +1,621 +60%
MWM
1749
Marietta Wealth Management
Georgia
$238K -$9.31K -168 -4%
EFSCE
1750
Enterprise Financial Services Corp (EFSC)
Missouri
$237K -$75.1K -1,354 -24%
68 69
70
71 72