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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 %
MCM
1801
MV Capital Management
Maryland
$169K -$128K -2,309 -43%
VIMU
1802
Veritas Investment Management (UK)
United Kingdom
$169K – – –
RIA
1803
RPG Investment Advisory
California
$164K +$164K +2,966 New
VCM
1804
Vigilant Capital Management
Maine
$155K +$3.72K +67 +2%
KFA
1805
Kays Financial Advisory
Georgia
$154K – – –
WAS
1806
Winch Advisory Services
Wisconsin
$154K +$1.11K +20 +0.7%
BWA
1807
BDO Wealth Advisors
Florida
$151K +$151K +2,734 New
HCM
1808
Highlander Capital Management
New Jersey
$149K – – –
TAM
1809
Trust Asset Management
Texas
$145K – – –
AFIA
1810
America First Investment Advisors
Nebraska
$145K +$11.1K +200 +8%
BCI
1811
Brinker Capital Investments
Pennsylvania
$144K -$5.5K -99 -4%
AOWM
1812
Alpha Omega Wealth Management
Virginia
$139K -$27.8K -500 -17%
MMH
1813
Menora Mivtachim Holdings
Israel
$139K – – –
WIM
1814
Westside Investment Management
California
$127K +$49.5K +891 +64%
FWM
1815
Focused Wealth Management
New York
$122K -$2.38K -43 -2%
CIR
1816
Clear Investment Research
Georgia
$121K +$121K +2,184 New
WC
1817
Whitnell & Co
Illinois
$119K -$5.72K -103 -5%
SIAP
1818
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$116K -$101K -1,836 -47%
CCS
1819
Crosspoint Capital Strategies
California
$111K -$111K -2,000 -50%
WAM
1820
Watermark Asset Management
California
$110K -$46.8K -845 -30%
MWM
1821
Mascoma Wealth Management
New Hampshire
$110K -$16.7K -300 -13%
MIC
1822
MU Investments Company
Japan
$108K -$30.8K -550 -22%
PFGIA
1823
Patriot Financial Group Insurance Agency
Massachusetts
$106K +$333 +6 +0.3%
SAS
1824
Stelac Advisory Services
New York
$104K +$104K +1,883 New
SA
1825
SRH Advisors
Kansas
$103K – – –
71 72
73
74 75