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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 %
AC
776
Alley Company
Illinois
$5.37M +$2.09M +37,546 +64%
OMCS
777
Old Mutual Customised Solutions
South Africa
$5.36M +$1.07M +19,165 +25%
FAT
778
First American Trust
California
$5.34M +$1.86M +33,459 +53%
FWM
779
Frontier Wealth Management
Missouri
$5.34M -$142K -2,544 -3%
1IA
780
1834 Investment Advisors
Wisconsin
$5.33M +$4.01M +72,090 +304%
CWM
781
Calamos Wealth Management
Illinois
$5.32M -$25.9K -465 -0.5%
FLPIM
782
F.L. Putnam Investment Management
Massachusetts
$5.29M +$2.01M +36,024 +61%
Carson Wealth (CWM LLC)
783
Carson Wealth (CWM LLC)
Nebraska
$5.28M -$4.97M -89,215 -48%
TNBTD
784
Trustmark National Bank Trust Department
Mississippi
$5.22M -$214K -3,851 -4%
GC
785
Gratus Capital
Georgia
$5.2M -$1.33M -23,874 -20%
PAM
786
Peak Asset Management
Colorado
$5.19M +$9.18K +165 +0.2%
BHWM
787
Bar Harbor Wealth Management
New Hampshire
$5.19M -$749K -13,463 -13%
HCM
788
Hutner Capital Management
Vermont
$5.18M +$24K +432 +0.5%
BSA
789
Braun Stacey Associates
New York
$5.17M -$253K -4,545 -5%
CTC
790
Central Trust Company
Missouri
$5.16M +$1.18M +21,263 +30%
NCM
791
Novare Capital Management
North Carolina
$5.15M +$164K +2,952 +3%
Ninety One (UK)
792
Ninety One (UK)
United Kingdom
$5.15M +$569K +10,222 +12%
LPL Financial
793
LPL Financial
California
$5.14M -$811K -14,617 -14%
HBT
794
Hills Bank & Trust
Iowa
$5.11M +$31.8K +572 +0.6%
ONB
795
Old National Bancorp
Indiana
$5.1M -$900K -16,167 -15%
BCM
796
BTC Capital Management
Iowa
$5.06M -$16.2K -290 -0.3%
KS
797
Karpas Strategies
Connecticut
$5.04M +$1.11K +20 +0%
TA
798
Tiedemann Advisors
New York
$5.03M +$1.37M +24,681 +38%
CIM
799
CenturyLink Investment Management
Colorado
$5.03M – – –
MML Investors Services
800
MML Investors Services
Massachusetts
$5.01M +$5.01M +90,034 New
30 31
32
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