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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 %
CHP
1826
Cable Hill Partners
Oregon
$103K – – –
MIHAS
1827
Maj Invest Holding A/S
Denmark
$102K -$415K -7,479 -80%
SEIA
1828
Signature Estate & Investment Advisors
California
$102K -$21.7K -392 -18%
AC
1829
Alexandria Capital
Virginia
$101K +$55 +1 +0.1%
GI
1830
Gradient Investments
Minnesota
$100K -$37.7K -683 -27%
First Eagle Investment Management
1831
First Eagle Investment Management
New York
$100K – – –
DPA
1832
Delphi Private Advisors
California
$100K +$72.4K +1,461 +263%
SGAM
1833
Smith Group Asset Management
Texas
$91K -$9.38K -170 -9%
BWM
1834
Baystate Wealth Management
Massachusetts
$90K -$100K -1,822 -53%
MCIA
1835
Mountain Capital Investment Advisors
Colorado
$88K +$88K +1,595 New
CWM
1836
Catamount Wealth Management
Connecticut
$87K -$16.6K -300 -16%
MCA
1837
Mercer Capital Advisers
New Jersey
$85K +$55 +1 +0.1%
IIC
1838
Integrated Investment Consultants
Michigan
$83K +$111 +2 +0.1%
LWM
1839
Lenox Wealth Management
Ohio
$78K -$14K -253 -15%
AAC
1840
Asset Advisors Corp
Georgia
$77K – – –
CPIG
1841
Chicago Partners Investment Group
Illinois
$74K -$685K -12,303 -90%
CWM
1842
Cranbrook Wealth Management
Michigan
$74K – – –
PO
1843
Private Ocean
California
$69K – – –
TCCM
1844
Timber Creek Capital Management
Massachusetts
$67K – – –
RCG
1845
Ruggie Capital Group
Florida
$66K +$66K +1,200 New
RFWA
1846
RPg Family Wealth Advisory
Massachusetts
$65.8K +$4.49K +81 +7%
ABA
1847
American Beacon Advisors
Texas
$62K – – –
PG
1848
Patten Group
Tennessee
$58K – – –
ST
1849
Sageworth Trust
Pennsylvania
$58K +$58K +1,050 New
CFA
1850
Camarda Financial Advisors
Florida
$56K +$12.5K +224 +29%
72 73
74
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