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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
$1.06B
4
Capital World Investors
Capital World Investors
California
$6.19B
5
Capital Research Global Investors
Capital Research Global Investors
California
$2.51B

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
$38.3M
2
NEAM
New England Asset Management
Connecticut
$1.35B
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$25.9B
4
LPU
Lansdowne Partners (UK)
United Kingdom
$0
5
AllianceBernstein
AllianceBernstein
Tennessee
$1.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
HDIM
1876
Hanson & Doremus Investment Management
Vermont
$22K – – –
LA
1877
Legacy Advisors
Pennsylvania
$22K +$10.7K +200 +94%
Financial Engines Advisors
1878
Financial Engines Advisors
California
$21K -$3.4K -62 -14%
FFW
1879
Fusion Family Wealth
New York
$18K – – –
FA
1880
Fortis Advisors
Pennsylvania
$12K – – –
SFG
1881
SevenBridge Financial Group
Pennsylvania
$11K – – –
CP
1882
Corbenic Partners
Pennsylvania
$11K – – –
GWA
1883
Guidant Wealth Advisors
Illinois
$11K – – –
DSN
1884
D. Scott Neal
Kentucky
$10K – – –
NC
1885
NewSquare Capital
Pennsylvania
$10K – – –
VIA
1886
Vantage Investment Advisors
Pennsylvania
$10K +$3.28K +59 +49%
AA
1887
AlphaMark Advisors
Kentucky
$9K – – –
JT
1888
Jump Trading
Illinois
$8K -$138K -2,587 -95%
LYV
1889
Live Your Vision
Pennsylvania
$8K – – –
FMP
1890
Financial Management Professionals
Texas
$8K – – –
JAM
1891
Jolley Asset Management
North Carolina
$8K – – –
PRS
1892
Pinkerton Retirement Specialists
Idaho
$8K +$8K +153 New
SIA
1893
SeaBridge Investment Advisors
New Jersey
$7K – – –
HWP
1894
Hefty Wealth Partners
Indiana
$7K – – –
M
1895
MOTCO
Texas
$6K -$64K -1,067 -91%
AIL
1896
AGF Investments LLC
Ontario, Canada
$6K +$6K +101 New
BAM
1897
Bruderman Asset Management
New York
$5K +$5K +92 New
CT
1898
Chicago Trust
Illinois
$3.26K +$194 +3,499 +6%
WAP
1899
Wealthcare Advisory Partners
Pennsylvania
$3K -$8.63K -141 -74%
LF
1900
Lee Financial
Texas
$3K +$3K +50 New
74 75
76
77 78