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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 %
GBBWRPM
1751
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$234K +$166 +3 +0.1%
MPM
1752
Meritage Portfolio Management
Kansas
$233K – – –
CCP
1753
Clough Capital Partners
Massachusetts
$233K +$233K +4,200 New
TCM
1754
Tradewinds Capital Management
Washington
$232K -$26.1K -471 -10%
NFGCM
1755
Norman Fields Gottscho Capital Management
New York
$231K -$48.6K -878 -17%
CCT
1756
Capital City Trust
Florida
$231K +$11.9K +215 +5%
PCA
1757
Peddock Capital Advisors
Massachusetts
$230K – – –
WCM
1758
Weatherstone Capital Management
Colorado
$230K +$230K +4,157 New
MCM
1759
Mitchell Capital Management
Kansas
$228K +$14.2K +255 +7%
BFIM
1760
Beese Fulmer Investment Management
Ohio
$225K – – –
AIS
1761
American Investment Services
Massachusetts
$224K +$224K +4,047 New
UBG
1762
United Bank (Georgia)
Georgia
$223K -$7K -126 -3%
CCMW
1763
Cypress Capital Management (Wyoming)
Wyoming
$223K +$55 +1 +0%
Kayne Anderson Rudnick Investment Management
1764
Kayne Anderson Rudnick Investment Management
California
$222K -$125K -2,260 -36%
FMTCOCP
1765
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$222K -$2.77K -50 -1%
BWM
1766
Bernicke Wealth Management
Wisconsin
$221K -$251K -4,526 -53%
VKH
1767
Virtu KCG Holdings
New York
$220K -$5.95M -107,366 -96%
GIM
1768
Goelzer Investment Management
Indiana
$220K – – –
BC
1769
Banced Corp
Illinois
$217K +$14.5K +262 +7%
ATC
1770
Adirondack Trust Company
New York
$216K -$40.5K -731 -16%
BW
1771
Biegel & Waller
Maryland
$215K -$50K -900 -19%
CTA
1772
Colonial Trust Advisors
South Carolina
$214K +$214K +3,859 New
MCMT
1773
Moon Capital Management (Tennessee)
Tennessee
$214K -$16.9K -305 -7%
WSC
1774
Wellington Shields & Co
New York
$213K -$65.4K -1,177 -23%
SIAS
1775
Shine Investment Advisory Services
Colorado
$212K -$24.5K -442 -10%
69 70
71
72 73