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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 %
AA
826
Apriem Advisors
California
$4.53M -$46.8K -840 -1%
EWM
827
Endurance Wealth Management
Rhode Island
$4.53M +$5.57K +100 +0.1%
JG
828
Jefferies Group
New York
$4.51M +$1.84M +33,096 +69%
GG
829
Greenwood Gearhart
Arkansas
$4.5M +$365K +6,559 +9%
AT
830
Argent Trust
Texas
$4.5M +$14.2K +255 +0.3%
ECM
831
Evergreen Capital Management
Washington
$4.49M -$649K -11,655 -13%
CII
832
Capital International Inc
California
$4.46M -$55.7K -1,000 -1%
TAM
833
Telemark Asset Management
Massachusetts
$4.45M -$3.9M -70,000 -47%
NCM
834
Northside Capital Management
Oregon
$4.35M +$2.79M +50,060 +178%
ISL
835
Ingalls & Snyder LLC
New York
$4.34M -$270K -4,848 -6%
APP
836
Avantax Planning Partners
Iowa
$4.32M +$1.42M +25,520 +49%
WIC
837
Woodmont Investment Counsel
Tennessee
$4.31M -$442K -8,000 -9%
LW
838
Linscomb Wealth
Texas
$4.29M +$266K +4,778 +7%
ECAM
839
East Coast Asset Management
Massachusetts
$4.26M -$652K -11,721 -13%
WC
840
Whitney & Co
New York
$4.26M -$18.9K -340 -0.4%
BPCA
841
Bank Pictet & Cie (Asia)
Singapore
$4.26M -$263K -4,729 -6%
VNA
842
Valley National Advisers
Pennsylvania
$4.25M -$1.51M -27,164 -26%
AAM
843
Autus Asset Management
Arizona
$4.21M -$136K -2,444 -3%
FG
844
Fiduciary Group
Georgia
$4.21M +$356K +6,395 +9%
LNWWM
845
Laird Norton Wetherby Wealth Management
California
$4.2M +$76.5K +1,374 +2%
EAMA
846
EFG Asset Management (Americas)
Florida
$4.18M -$505K -8,801 -11%
SB
847
Simmons Bank
Arkansas
$4.17M -$2.92M -52,488 -41%
LPC
848
Loeb Partners Corp
New York
$4.14M – – –
TCOT
849
Trust Company of Toledo
Ohio
$4.08M -$78.5K -1,410 -2%
PTC
850
Private Trust Company
Ohio
$4.06M -$2.09M -37,537 -34%
32 33
34
35 36