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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 %
CA
726
Continental Advisors
Utah
$6.24M +$668K +12,000 +12%
SAM
727
Silvercrest Asset Management
New York
$6.24M +$4.9K +88 +0.1%
SCM
728
Schnieders Capital Management
California
$6.2M +$293K +5,264 +5%
VKH
729
Virtu KCG Holdings
New York
$6.2M +$824K +14,801 +15%
RCA
730
Rowland Carmichael Advisors
Arizona
$6.15M +$3.73K +67 +0.1%
CIA
731
Capital Investment Advisors
Georgia
$6.15M +$345K +6,207 +6%
MYLI
732
Meiji Yasuda Life Insurance
Japan
$6.15M +$22.3K +400 +0.4%
AR
733
Advisory Research
Illinois
$6.15M +$6.15M +110,440 New
HRC
734
Hoertkorn Richard Charles
$6.14M +$969K +17,405 +19%
BFA
735
Bragg Financial Advisors
North Carolina
$6.1M +$145K +2,599 +2%
ISB
736
Iowa State Bank
Iowa
$6.08M +$194K +3,491 +3%
SWP
737
Stratos Wealth Partners
Ohio
$5.94M +$888K +15,959 +18%
I
738
IberiaBank
Louisiana
$5.93M +$231K +4,146 +4%
ICOA
739
Investment Centers of America
North Dakota
$5.89M +$517K +9,260 +10%
AIP
740
Ameritas Investment Partners
Nebraska
$5.88M -$214K -3,846 -4%
WA
741
Wasatch Advisors
Utah
$5.86M -$1.17M -21,063 -17%
VFA
742
Voya Financial Advisors
Connecticut
$5.85M +$1.1M +19,829 +23%
CIA
743
Choate Investment Advisors
Massachusetts
$5.84M -$13K -233 -0.2%
PTB
744
Pioneer Trust Bank
Oregon
$5.78M -$10.2K -184 -0.2%
CCM
745
Catawba Capital Management
Virginia
$5.78M +$74.9K +1,345 +1%
FFEC
746
First Financial Equity Corporation
Arizona
$5.74M +$5.74M +103,195 New
BPM
747
Bowling Portfolio Management
Ohio
$5.74M -$635K -11,412 -10%
BCM
748
Bowie Capital Management
Texas
$5.73M +$167K +3,000 +3%
Pacer Advisors
749
Pacer Advisors
Pennsylvania
$5.73M +$268K +4,818 +5%
EFIC
750
Eliot Finkel Investment Counsel
California
$5.68M -$3.9K -70 -0.1%
28 29
30
31 32