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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 %
AT
751
Arden Trust
Delaware
$5.68M +$357K +6,420 +7%
ECM
752
ETrade Capital Management
Virginia
$5.68M +$1.09M +19,619 +24%
CIA
753
Cascade Investment Advisors
Oregon
$5.63M -$241K -4,228 -4%
BFM
754
Boston Financial Management
Massachusetts
$5.63M -$98K -1,760 -2%
CONA
755
Capital One National Association
New York
$5.63M -$203K -3,647 -3%
UAS
756
United Asset Strategies
New York
$5.62M -$12.5K -224 -0.2%
BMO
757
Beck Mack & Oliver
New York
$5.61M -$139K -2,495 -2%
1SB
758
1ST Source Bank
Indiana
$5.61M +$2.95K +53 +0.1%
PGFC
759
Peapack-Gladstone Financial Corp
New Jersey
$5.6M -$317K -5,704 -5%
RSVP
760
Ramsay Stattman Vela & Price
Colorado
$5.6M -$98.5K -1,770 -2%
ACP
761
Ashfield Capital Partners
California
$5.59M -$476K -8,559 -8%
RWP
762
RWA Wealth Partners
Massachusetts
$5.59M +$5.59M +100,387 New
LBC
763
Lowe Brockenbrough & Co
Virginia
$5.57M +$65.2K +1,172 +1%
NSEDCP
764
NJ State Employees Deferred Compensation Plan
New Jersey
$5.57M – – –
FCBT
765
First Citizens Bank & Trust
North Carolina
$5.49M -$148K -2,655 -3%
AC
766
AFAM Capital
Texas
$5.48M -$481K -8,645 -8%
DIA
767
Dean Investment Associates
Ohio
$5.47M -$1.92M -34,537 -26%
IFAM
768
Institutional & Family Asset Management
Colorado
$5.46M -$553K -9,941 -9%
PBT
769
Pictet Bank & Trust
Bahamas
$5.45M +$7.24K +130 +0.1%
HVIA
770
Hudson Valley Investment Advisors
New York
$5.43M +$51.8K +931 +1%
AAMU
771
Amundi Asset Management US
Massachusetts
$5.41M -$310K -5,575 -5%
II
772
IFM Investors
Australia
$5.4M +$1.99M +35,831 +59%
MHIC
773
Marble Harbor Investment Counsel
Massachusetts
$5.39M -$355K -6,370 -6%
ST
774
Spinnaker Trust
Maine
$5.39M +$66.8K +1,201 +1%
WCM
775
Weik Capital Management
Pennsylvania
$5.39M -$26.2K -470 -0.5%
29 30
31
32 33