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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 %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$25.9B -$649M -11,717,000 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$17.4B +$201M +3,621,402 +1%
BlackRock
3
BlackRock
New York
$15B -$147M -2,644,042 -1%
State Street
4
State Street
Massachusetts
$11.1B -$434M -7,825,298 -4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$7.19B -$301M -5,440,210 -4%
Capital World Investors
6
Capital World Investors
California
$6.19B +$606M +10,927,679 +11%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$4.99B -$395M -7,127,741 -7%
Dodge & Cox
8
Dodge & Cox
California
$3.93B -$19.1M -345,211 -0.5%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$3.89B -$158M -2,856,415 -4%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$3.7B -$153M -2,768,343 -4%
Northern Trust
11
Northern Trust
Illinois
$3.27B +$62.5M +1,127,850 +2%
State Farm Mutual Automobile Insurance
12
State Farm Mutual Automobile Insurance
Illinois
$3.05B – – –
Bank of America
13
Bank of America
North Carolina
$2.66B -$104M -1,875,340 -4%
Norges Bank
14
Norges Bank
Norway
$2.59B -$118M -2,130,782 -4%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$2.55B -$78.9M -1,424,577 -3%
Capital Research Global Investors
16
Capital Research Global Investors
California
$2.51B +$413M +7,445,414 +20%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$2.49B +$11.9M +214,402 +0.5%
Franklin Resources
18
Franklin Resources
California
$2.45B +$130M +2,337,483 +6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.36B -$175M -3,157,063 -7%
Barrow, Hanley, Mewhinney & Strauss
20
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.92B +$12.5M +225,433 +0.7%
Goldman Sachs
21
Goldman Sachs
New York
$1.79B +$67.5M +1,217,895 +4%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$1.65B +$349M +6,291,906 +27%
Ameriprise
23
Ameriprise
Minnesota
$1.49B +$6.97M +125,774 +0.5%
DSA
24
Davis Selected Advisers
Arizona
$1.44B +$26.2M +472,585 +2%
Morgan Stanley
25
Morgan Stanley
New York
$1.43B +$34.5M +622,829 +2%
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