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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 %
GIP
851
Greatmark Investment Partners
Georgia
$4.04M +$61.5K +1,105 +2%
SG
852
Somerset Group
Minnesota
$4.02M -$5.57K -100 -0.1%
GJIC
853
Gamble Jones Investment Counsel
California
$4M -$160K -2,875 -4%
SGCA
854
Steel Grove Capital Advisors
Tennessee
$3.99M -$79.9K -1,436 -2%
MA
855
Montag & Associates
Georgia
$3.99M -$1.29M -23,205 -24%
AF
856
Arrow Financial
New York
$3.97M -$115K -2,068 -3%
GP
857
Girard Partners
Pennsylvania
$3.97M +$108K +1,944 +3%
MCM
858
Monarch Capital Management
Indiana
$3.96M -$316K -5,679 -7%
CIC
859
Chilton Investment Company
Connecticut
$3.94M +$56.9K +1,023 +1%
LCP
860
Legacy Capital Partners
Wisconsin
$3.93M +$1.61M +29,000 +70%
AL
861
Agran Libbie
California
$3.91M -$364K -6,534 -9%
AWM
862
Avior Wealth Management
Nebraska
$3.86M +$245K +4,412 +7%
CBB
863
Citizens Business Bank
California
$3.83M -$189K -3,400 -5%
MCM
864
McMillion Capital Management
North Carolina
$3.83M -$2.84K -51 -0.1%
AL
865
Aspiriant LLC
California
$3.83M +$432K +7,755 +13%
PCI
866
Pacifica Capital Investments
Texas
$3.82M -$3.78M -67,926 -50%
LWCFA
867
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.8M +$37.5K +674 +1%
WBG
868
Wharton Business Group
Pennsylvania
$3.79M +$27.8K +500 +0.7%
1GA
869
1st Global Advisors
Texas
$3.79M -$7.63K -137 -0.2%
EFS
870
Essex Financial Services
Connecticut
$3.79M -$298K -5,348 -7%
MAM
871
Meeder Asset Management
Ohio
$3.79M -$813K -14,601 -18%
CNC
872
Citizens & Northern Corp
Pennsylvania
$3.77M -$162K -2,907 -4%
QOP
873
Quinn Opportunity Partners
Virginia
$3.76M – – –
BCM
874
Boltwood Capital Management
California
$3.76M +$66.8K +1,200 +2%
AWA
875
ARS Wealth Advisors
Florida
$3.74M -$653K -11,734 -15%
33 34
35
36 37