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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 %
CIAN
1976
Capstone Investment Advisors (Netherlands)
New York
– -$222K -3,987 Closed
BA
1977
Bristlecone Advisors
Washington
– -$221K -3,979 Closed
MC
1978
Montag & Caldwell
Georgia
– -$217K -3,900 Closed
CM
1979
Cornerstone Management
Georgia
– -$217K -3,893 Closed
REMPR
1980
Roof Eidam Maycock Peralta (REMP)
California
– -$212K -3,800 Closed
WCM
1981
Wedge Capital Management
North Carolina
– -$210K -3,765 Closed
MCM
1982
Maple Capital Management
Vermont
– -$209K -3,756 Closed
QSS
1983
Quantitative Systematic Strategies
Florida
– -$207K -3,726 Closed
OAM
1984
Oberweis Asset Management
Illinois
– -$207K -3,719 Closed
BFM
1985
Boothbay Fund Management
New York
– -$202K -3,633 Closed
AIA
1986
Affinity Investment Advisors
California
– -$200K -3,600 Closed
BOS
1987
Bank of Stockton
California
– -$200K -3,600 Closed
CCM
1988
Cutler Capital Management
Massachusetts
– -$172K -3,100 Closed
FPF
1989
FNY Partners Fund
New York
– -$111K -2,000 Closed
BKA
1990
Brick & Kyle Associates
Pennsylvania
– -$103K -1,859 Closed
RPG
1991
Risk Paradigm Group
Texas
– -$60.2K -1,081 Closed
BIG
1992
Bellwether Investment Group
Tennessee
– -$53K -958 Closed
QFA
1993
Quattro Financial Advisors
Texas
– -$46.3K -832 Closed
IR
1994
Invictus RG
Bermuda
– -$44K -785 Closed
OCM
1995
Oakview Capital Management
Texas
– -$28K -500 Closed
LWA
1996
Lenox Wealth Advisors
New York
– -$17K -305 Closed
HFM
1997
Harvest Fund Management
China
– -$15K -262 Closed
MAS
1998
Madden Advisory Services
Florida
– -$5K -100 Closed
KLWA
1999
Kelly Lawrence W & Associates
California
– -$5K -90 Closed
CFN
2000
Cordasco Financial Network
Florida
– -$2K -33 Closed
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