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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 %
WAM
1851
Westport Asset Management
Connecticut
$55K – – –
APSP
1852
Asset Planning Services (Pennsylvania)
Pennsylvania
$54K +$5.75K +103 +12%
CBT
1853
Central Bank & Trust
Kentucky
$52K -$50.9K -916 -49%
HCC
1854
Hirtle Callaghan & Co
Pennsylvania
$52K -$12.9K -234 -20%
MCM
1855
Manchester Capital Management
Vermont
$52K – – –
AIS
1856
Accurate Investment Solutions
Pennsylvania
$50K +$112 +2 +0.2%
DOA
1857
D'Orazio & Associates
Virginia
$48K -$2.67K -48 -5%
RI
1858
Redwood Investments
Massachusetts
$44K – – –
TIM
1859
Tortoise Investment Management
New York
$44K +$14.7K +264 +50%
IPC
1860
Independent Portfolio Consultants
Florida
$42K -$581K -10,516 -93%
CFD
1861
Creative Financial Designs
Indiana
$42K +$12.8K +234 +44%
SCA
1862
Stuart Chaussee & Associates
California
$41K – – –
RAM
1863
Riggs Asset Management
Pennsylvania
$37K – – –
MLFP
1864
MPS Loria Financial Planners
Illinois
$36K +$36K +690 New
IP
1865
Isthmus Partners
Wisconsin
$33K – – –
IUHSA
1866
Itau Unibanco Holding S.A.
Brazil
$31K -$8.3K -150 -21%
OFS
1867
Orrstown Financial Services
Pennsylvania
$30K +$12.3K +225 +69%
NCM
1868
New Capital Management
Texas
$29K – – –
MUS
1869
Mitsubishi UFJ Securities
Japan
$28K -$53.8K -980 -66%
RBC
1870
Roble Belko & Company
Pennsylvania
$26K -$2.03K -37 -7%
MWM
1871
MinichMacGregor Wealth Management
New York
$24K -$1.33K -24 -5%
TCM
1872
TD Capital Management
Tennessee
$24K – – –
HWM
1873
Holloway Wealth Management
Florida
$23K -$23K – –
JIR
1874
James Investment Research
Ohio
$22K – – –
HDIM
1875
Hanson & Doremus Investment Management
Vermont
$22K – – –
73 74
75
76 77