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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 %
AFG
701
American Financial Group
Ohio
$6.79M – – –
ECM
702
Exchange Capital Management
Michigan
$6.79M -$718K -12,904 -10%
BOTW
703
Bank of the West
California
$6.79M -$1.69M -30,312 -20%
KRSITF
704
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.78M -$1.37M -24,579 -17%
CANC
705
Culbertson A N & Co
Virginia
$6.69M -$80.2K -1,440 -1%
LI
706
Lafayette Investments
Maryland
$6.67M +$19.6K +353 +0.3%
EHC
707
Everett Harris & Co
California
$6.65M +$124K +2,229 +2%
MSV
708
MN Services Vermogensbeheer
Netherlands
$6.64M +$151K +2,906 +2%
BPCE
709
Bank Pictet & Cie (Europe)
Germany
$6.6M +$336K +6,036 +5%
PWLP
710
Prio Wealth Limited Partnership
Massachusetts
$6.6M -$29.4K -529 -0.4%
DJSG
711
D.J. St. Germain
Massachusetts
$6.58M +$80.7K +1,449 +1%
EGA
712
Eagle Global Advisors
Texas
$6.54M +$7.35K +132 +0.1%
CA
713
Clearstead Advisors
Ohio
$6.52M +$1.53M +27,500 +31%
WFMPM
714
Woodley Farra Manion Portfolio Management
Indiana
$6.52M +$289K +5,195 +5%
SCM
715
Stevens Capital Management
Pennsylvania
$6.49M +$6.49M +116,522 New
SIM
716
Sonora Investment Management
Arizona
$6.48M +$151K +2,720 +2%
SCI
717
S&CO Inc
Massachusetts
$6.47M -$2.78K -50 -0%
IA
718
IFP Advisors
Florida
$6.46M +$283K +5,077 +5%
WF
719
WealthTrust Fairport
Ohio
$6.41M -$38.9K -699 -0.6%
ACM
720
Aquamarine Capital Management
New York
$6.4M – – –
CTA
721
Chesley Taft & Associates
Illinois
$6.33M -$467K -8,398 -7%
LA
722
Lynch & Associates
Indiana
$6.33M +$286K +5,147 +5%
CIS
723
Capital International Sarl
California
$6.31M -$223K -4,000 -3%
DP
724
Dearborn Partners
Illinois
$6.29M -$117K -2,107 -2%
KJHP
725
K.J. Harrison & Partners
Ontario, Canada
$6.27M -$2.15M -38,565 -25%
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