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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 %
GW
576
GW & Wade
Massachusetts
$11.1M +$3.69M +66,272 +50%
FANJ
577
Financial Architects (New Jersey)
New Jersey
$11.1M +$4.74M +85,094 +75%
CI
578
Cigna Investments
Connecticut
$11M +$1.33M +23,924 +14%
WC
579
Wexford Capital
Florida
$11M +$7.36M +132,296 +205%
CGI
580
CI Global Investments
California
$10.9M -$170M -3,055,335 -94%
RGI
581
River Global Investors
United Kingdom
$10.8M +$3.45M +62,000 +47%
GIM
582
Grassi Investment Management
California
$10.7M +$5.57K +100 +0.1%
PAM
583
Palisade Asset Management
Minnesota
$10.6M +$70.8K +1,272 +0.7%
DWM
584
Doyle Wealth Management
Florida
$10.6M +$10.6M +190,116 New
LAM
585
Lebenthal Asset Management
New York
$10.5M -$300K -5,398 -3%
SFFS
586
Stonehage Fleming Financial Services
Jersey
$10.5M -$790K -14,190 -7%
GT
587
Glenview Trust
Kentucky
$10.5M -$743K -13,340 -7%
FNBT
588
FineMark National Bank & Trust
Florida
$10.4M +$87.2K +1,566 +0.8%
GCA
589
Guardian Capital Advisors
Ontario, Canada
$10.4M -$2.71K -49 -0%
Thrivent Financial for Lutherans
590
Thrivent Financial for Lutherans
Minnesota
$10.4M +$788K +14,170 +8%
TTWM
591
TCV Trust & Wealth Management
Virginia
$10.3M -$130K -2,336 -1%
IFB
592
iAB Financial Bank
Indiana
$10.2M -$2.78K -50 -0%
SPIA
593
Steward Partners Investment Advisory
New York
$10.2M +$8.52M +153,005 +511%
MYAM
594
Meiji Yasuda Asset Management
Japan
$10.1M -$437K -7,859 -4%
MBI
595
Montrusco Bolton Investments
Quebec, Canada
$10M +$1.3M +23,277 +15%
SFG
596
Sather Financial Group
Texas
$9.91M -$5.57K -100 -0.1%
Parallax Volatility Advisers
597
Parallax Volatility Advisers
California
$9.89M -$3.49M -62,676 -26%
FTIOP
598
Fiduciary Trust International of Pennsylvania
Pennsylvania
$9.69M +$306K +5,498 +3%
BCM
599
Brookmont Capital Management
Texas
$9.64M -$8.07K -145 -0.1%
TCOV
600
Trust Company of Vermont
Vermont
$9.54M -$307K -5,510 -3%
22 23
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