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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 %
B
351
BP
United Kingdom
$31.9M -$2.78M -50,000 -8%
Cohen & Steers
352
Cohen & Steers
New York
$31.5M -$6.41M -115,107 -17%
FFA
353
First Foundation Advisors
California
$31.4M +$112K +2,021 +0.4%
CM
354
CS McKee
Pennsylvania
$30.9M -$3.55M -63,797 -10%
MOACM
355
Mutual of America Capital Management
New York
$30.4M +$666K +11,972 +2%
CIBC Asset Management
356
CIBC Asset Management
Ontario, Canada
$30.1M +$150K +2,701 +0.5%
GG
357
GCM Grosvenor
Illinois
$29.7M +$29.7M +533,752 New
ESBC
358
E.S. Barr & Co
Kentucky
$29.7M -$649K -11,664 -2%
SC
359
Scotia Capital
Ontario, Canada
$29.1M -$3.97M -71,294 -12%
Creative Planning
360
Creative Planning
Kansas
$29M +$1.67M +29,929 +6%
GC
361
Giverny Capital
Quebec, Canada
$28.8M +$150K +2,689 +0.5%
RJFSA
362
Raymond James Financial Services Advisors
Florida
$28.7M +$130K +2,328 +0.5%
LCM
363
Laurion Capital Management
New York
$28.7M +$28.7M +514,979 New
BG
364
Bahl & Gaynor
Ohio
$28.7M +$413K +7,426 +1%
OAM
365
Oppenheimer Asset Management
New York
$28.4M +$28.4M +510,760 New
QIM
366
Quantitative Investment Management
Virginia
$28.4M +$5.8M +104,200 +26%
PC
367
Passport Capital
California
$28.4M -$52.7M -947,261 -65%
DnB Asset Management
368
DnB Asset Management
Norway
$28.1M +$3.13M +56,200 +13%
OA
369
Oak Associates
Ohio
$27.8M +$55.1K +990 +0.2%
TU
370
TDAM USA
Ontario, Canada
$27.4M -$286K -5,136 -1%
SAM
371
Sompo Asset Management
Japan
$27.3M -$708K -12,720 -3%
WB
372
WesBanco Bank
West Virginia
$27.2M -$1.31M -23,469 -5%
B
373
Barings
North Carolina
$27.1M +$15M +270,233 +124%
PCA
374
Personal Capital Advisors
California
$27.1M +$2.89M +51,832 +12%
CS
375
Candriam SCA
Luxembourg
$27M +$3.6M +64,742 +15%
13 14
15
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