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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 %
SWM
801
SVA Wealth Management
Wisconsin
$5.01M -$106K -1,903 -2%
ZIC
802
ZWJ Investment Counsel
Georgia
$5M +$3.16M +56,780 +172%
WS
803
Wedbush Securities
California
$4.99M -$344K -6,180 -6%
WJA
804
Williams Jones & Associates
New York
$4.98M -$1.21M -21,670 -20%
GCMG
805
Gyroscope Capital Management Group
Florida
$4.97M +$238K +4,269 +5%
PWM
806
Perigon Wealth Management
California
$4.95M +$75.7K +1,360 +2%
AP
807
Advisor Partners
California
$4.91M +$1.14M +20,418 +30%
CWM
808
Concentric Wealth Management
California
$4.9M -$53K -952 -1%
ECM
809
Everence Capital Management
Indiana
$4.87M – – –
UR
810
USCA RIA
Texas
$4.86M -$929K -16,693 -16%
PC
811
Pecaut & Co
Iowa
$4.85M -$150K -2,700 -3%
IAM
812
Integre Asset Management
New York
$4.8M -$605K -10,878 -11%
WTB
813
Washington Trust Bank
Washington
$4.77M +$577K +10,367 +14%
AMAL
814
Asset Management Advisors LLC
Oklahoma
$4.76M +$49.5K +890 +1%
OIM
815
Opus Investment Management
Massachusetts
$4.73M – – –
PFM
816
Parsec Financial Management
North Carolina
$4.71M +$334K +5,992 +8%
BCP
817
Blue Chip Partners
Michigan
$4.69M +$46K +826 +1%
LDB
818
Lee, Danner & Bass
Tennessee
$4.66M -$29.1K -522 -0.6%
SIC
819
Salem Investment Counselors
North Carolina
$4.66M -$3.39M -60,878 -42%
AWM
820
Arbor Wealth Management
Florida
$4.65M +$74.6K +1,407 +2%
Twin Tree Management
821
Twin Tree Management
Texas
$4.64M -$92.7K -1,666 -2%
AAA
822
Adams Asset Advisors
Texas
$4.62M – – –
AF
823
Ally Financial
Michigan
$4.62M +$4.62M +83,000 New
IRF
824
IBM Retirement Fund
New York
$4.55M -$25.7M -365,667 -85%
GCIA
825
Gabelli & Co Investment Advisers
New York
$4.55M – – –
31 32
33
34 35