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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 %
SI
626
SII Investments
Wisconsin
$8.63M -$814K -14,628 -9%
IMOV
627
Investment Management of Virginia
Virginia
$8.6M -$241K -4,323 -3%
NLI
628
Nippon Life Insurance
Japan
$8.59M -$2.5M -44,956 -23%
MIM
629
Midwest Investment Management
Ohio
$8.59M -$197K -3,538 -2%
4IG
630
440 Investment Group
Kansas
$8.59M +$8.59M +154,270 New
CA
631
Cornerstone Advisors
North Carolina
$8.56M +$1.34M +24,000 +18%
FBP
632
Flippin Bruce & Porter
Virginia
$8.52M +$860K +15,456 +11%
BC
633
Brinker Capital
Pennsylvania
$8.5M -$425K -7,630 -5%
GWM
634
Geneos Wealth Management
Colorado
$8.47M +$3.86M +69,228 +84%
BCM
635
Bluefin Capital Management
New York
$8.45M +$4.93M +88,530 +140%
FNFDCM
636
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.42M -$191K -3,429 -2%
TCM
637
Twin Capital Management
Pennsylvania
$8.4M -$276K -4,960 -3%
VV
638
Verity & Verity
South Carolina
$8.37M +$323K +5,796 +4%
CG
639
Cutler Group
California
$8.35M +$1.23M +22,015 +17%
SSWM
640
Smith Salley Wealth Management
North Carolina
$8.34M +$66.9K +1,202 +0.8%
AIM
641
AMI Investment Management
Indiana
$8.29M -$18.1K -325 -0.2%
BWFA
642
Baltimore-Washington Financial Advisors
Maryland
$8.18M -$186K -3,334 -2%
DWT
643
Dorsey & Whitney Trust
South Dakota
$8.14M +$358K +6,439 +5%
PCM
644
Palouse Capital Management
Washington
$8.05M +$178K +3,201 +2%
VIA
645
Virtus Investment Advisers
Connecticut
$8.04M -$1.42M -25,468 -15%
DIA
646
Davidson Investment Advisors
Montana
$8.03M -$6.26M -112,550 -44%
PFP
647
Pinnacle Financial Partners
Tennessee
$7.99M +$214K +3,837 +3%
PP
648
Patten & Patten
Tennessee
$7.95M -$2.83M -50,864 -26%
JFGIW
649
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.93M -$104K -1,870 -1%
CI
650
Conning Inc
Connecticut
$7.91M -$368K -6,617 -4%
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