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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 %
SAM
926
Sawgrass Asset Management
Florida
$3.11M +$96.8K +1,740 +3%
FSCM
927
Front Street Capital Management
Montana
$3.08M +$75.6K +1,359 +3%
SFS
928
Sowell Financial Services
Arkansas
$3.08M +$409K +7,704 +15%
SYBT
929
Stock Yards Bank & Trust
Kentucky
$3.08M +$74.6K +1,340 +2%
AMM
930
American Money Management
California
$3.07M +$28.3K +508 +0.9%
PP
931
Paloma Partners
Connecticut
$3.07M +$174K +3,129 +6%
RAM
932
Roanoke Asset Management
New Jersey
$3.06M -$449K -8,067 -13%
SAM
933
Solaris Asset Management
New York
$3.06M +$83.5K +1,500 +3%
LA
934
LVW Advisors
New York
$3.05M -$304K -5,461 -9%
CNBT
935
Canandaigua National Bank & Trust
New York
$3.04M +$278 +5 +0%
AC
936
Avenir Corporation
Virginia
$3.04M – – –
OCM
937
One Capital Management
California
$3.03M -$73.8K -1,326 -2%
CIC
938
Carnegie Investment Counsel
Ohio
$3.03M +$145K +2,651 +5%
FCH
939
Freestone Capital Holdings
Washington
$3.01M -$57.5K -1,033 -2%
LFAS
940
Level Four Advisory Services
Texas
$3.01M -$7.89K -143 -0.3%
VFM
941
Viking Fund Management
North Dakota
$3.01M +$167K +3,000 +6%
ST
942
Sentinel Trust
Texas
$3M -$7.63K -137 -0.3%
BONST
943
Bank of Nova Scotia Trust
Ontario, Canada
$3M +$84.3K +1,514 +3%
GAM
944
Gotham Asset Management
New York
$2.97M -$5.76M -103,556 -66%
BAS
945
Brown Advisory Securities
Maryland
$2.95M +$242K +4,336 +9%
Alyeska Investment Group
946
Alyeska Investment Group
Illinois
$2.93M -$63.1M -1,133,327 -96%
MBTD
947
Mechanics Bank - Trust Department
California
$2.93M -$452K -8,130 -13%
LOAME
948
Lombard Odier Asset Management (Europe)
United Kingdom
$2.93M -$493K -8,861 -14%
Group One Trading
949
Group One Trading
Illinois
$2.92M +$2.92M +52,514 New
BIC
950
Bridges Investment Counsel
Nebraska
$2.91M -$3.63M -65,208 -56%
36 37
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