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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 %
KFC
901
Klingenstein Fields & Co
New York
$3.36M -$40.4K -725 -1%
W
902
Wealthfront
California
$3.36M +$892K +16,019 +36%
JIC
903
JRM Investment Counsel
Nebraska
$3.34M -$1.53M -27,445 -31%
GLRA
904
Gerald L. Ray & Associates
Texas
$3.33M -$158K -2,830 -5%
CT
905
Coastline Trust
Rhode Island
$3.33M +$306K +5,500 +10%
FFH
906
Fairfax Financial Holdings
Ontario, Canada
$3.33M -$334K -6,000 -9%
LG
907
LaFleur & Godfrey
Michigan
$3.33M -$69.6K -1,250 -2%
FC
908
FIC Capital
New York
$3.32M +$560K +10,065 +20%
MWM
909
Mission Wealth Management
California
$3.27M -$15.1K -271 -0.5%
B
910
BancorpSouth
Mississippi
$3.27M +$82.2K +1,477 +3%
CL
911
CPWM LLC
Washington
$3.26M +$130K +2,338 +4%
BTNA
912
Bremer Trust National Association
Minnesota
$3.24M -$902K -16,204 -22%
RC
913
RegentAtlantic Capital
New Jersey
$3.23M -$1.29M -23,099 -28%
JIM
914
Jupiter Investment Management
United Kingdom
$3.22M – – –
BHA
915
Beech Hill Advisors
New York
$3.22M -$136K -2,450 -4%
PJSIMP
916
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.21M -$4.84K -87 -0.2%
NIMI
917
Natixis Investment Managers International
France
$3.19M +$132K +2,373 +4%
RG
918
Rathbones Group
United Kingdom
$3.18M -$214K -3,850 -6%
BRM
919
Boston Research & Management
Massachusetts
$3.18M -$94.1K -1,690 -3%
PPSG
920
Princeton Portfolio Strategies Group
New Jersey
$3.16M -$30.7K -552 -1%
MFW
921
Meristem Family Wealth
Minnesota
$3.15M -$69K -1,239 -2%
OA
922
Outfitter Advisors
Virginia
$3.14M +$36.2K +650 +1%
KM
923
Kalos Management
Georgia
$3.14M +$218K +3,914 +7%
SCI
924
Stableford Capital II
Arizona
$3.13M +$1.85M +33,266 +145%
PTCG
925
Pring Turner Capital Group
California
$3.12M -$27.8K -500 -0.9%
35 36
37
38 39