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Wells Fargo
WFC

Overview Fund Activity

1,922 hedge funds and large institutions have $214B invested in Wells Fargo in 2017 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 678 increasing their positions, 940 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,922
Holders Change
-17
Holders Change %
-0.88%
% of All Funds
47.92%
Holding in Top 10
259
Holding in Top 10 Change
-41
Holding in Top 10 Change %
-13.67%
% of All Funds
6.46%
New
111
Increased
678
Reduced
940
Closed
105
Calls
$2.22B
Puts
$2.75B
Net Calls
-$529M
Net Calls Change
-$331M

Top Buyers

1
BlackRock
BlackRock
New York
+$14.7B
2
Capital World Investors
Capital World Investors
California
+$1.03B
3
NEAM
New England Asset Management
Connecticut
+$843M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$704M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$658M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$683M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$290M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$273M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$221M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
226
Check Capital Management
California
$79.6M -$6.02M -108,192 -7%
VFA
227
Virtus Fund Advisers
Connecticut
$78.4M -$40.8M -733,795 -34%
Luther King Capital Management (LKCM)
228
Luther King Capital Management (LKCM)
Texas
$78.3M -$1.2M -21,534 -2%
Nomura Asset Management
229
Nomura Asset Management
Japan
$77M +$1.38M +24,772 +2%
Comerica Bank
230
Comerica Bank
Texas
$76.7M -$1.66M -30,504 -2%
CCMH
231
Cornerstone Capital Management Holdings
New York
$76.5M +$1.6M +28,804 +2%
BTS
232
BB&T Securities
Virginia
$75.8M -$30.2M -543,216 -29%
Fiera Capital (Canada)
233
Fiera Capital (Canada)
Quebec, Canada
$74.7M +$3.32M +59,609 +5%
HA
234
Homestead Advisers
Virginia
$73.8M – – –
HIMCH
235
Hartford Investment Management Co (HIMCO)
Connecticut
$73.6M +$9.57M +171,920 +15%
TPSF
236
Texas Permanent School Fund
Texas
$73.2M -$2.13M -38,339 -3%
DAM
237
Davis Asset Management
California
$72.9M +$557K +10,000 +0.8%
EP
238
Elkfork Partners
Oregon
$71.5M +$573K +10,302 +0.8%
GLA
239
Great Lakes Advisors
Illinois
$71.2M +$3.78M +67,928 +6%
CB
240
Commerce Bank
Missouri
$70.2M +$2.05M +36,884 +3%
DC
241
Davenport & Co
Virginia
$69.7M -$3.02M -54,786 -4%
FDCDDQ
242
Federation des caisses Desjardins du Quebec
Quebec, Canada
$69M +$69M +1,240,438 New
RRAM
243
River Road Asset Management
Kentucky
$69M -$1.04M -18,705 -1%
Artisan Partners
244
Artisan Partners
Wisconsin
$68.9M +$3.97M +71,330 +6%
GH
245
GAM Holding
Switzerland
$68.8M +$9.23M +165,814 +15%
SWITC
246
Stewart West Indies Trading Company
Colorado
$68.7M – – –
Natixis Advisors
247
Natixis Advisors
Massachusetts
$67.8M +$1.55M +27,776 +2%
BCM
248
Basswood Capital Management
New York
$67.7M – – –
MCM
249
Marsico Capital Management
Colorado
$67M -$1.45M -26,114 -2%
Janus Henderson Group
250
Janus Henderson Group
United Kingdom
$66.1M -$9.87M -177,344 -13%
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