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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 %
DIA
951
Dana Investment Advisors
Wisconsin
$2.91M -$290K -5,214 -9%
WIC
952
Whitegate Investment Counselors
New Hampshire
$2.88M -$200K -3,585 -6%
SAM
953
Symphony Asset Management
California
$2.85M -$664K -11,936 -19%
CSM
954
CAMG Solamere Management
North Carolina
$2.85M +$1.52M +27,276 +114%
HWA
955
HCR Wealth Advisors
California
$2.83M -$50K -898 -2%
MRCM
956
M&R Capital Management
New Jersey
$2.83M +$228K +4,115 +9%
SHCM
957
Stokes & Hubbell Capital Management
Louisiana
$2.83M +$44.9K +806 +2%
ACPU
958
Arrowgrass Capital Partners (US)
Delaware
$2.82M -$5.95M -106,889 -68%
CCM
959
Cohen Capital Management
California
$2.82M – – –
CAM
960
Carret Asset Management
New York
$2.81M -$20.3K -364 -0.7%
OCM
961
Oskie Capital Management
New York
$2.8M -$590K -10,607 -17%
CSS
962
Cubist Systematic Strategies
Connecticut
$2.77M -$2.11M -37,921 -43%
CFG
963
Citizens Financial Group
Rhode Island
$2.77M -$235K -4,222 -8%
MC
964
Middleton & Co
Massachusetts
$2.77M -$1.51M -27,160 -35%
WB
965
Webster Bank
Connecticut
$2.77M +$66.2K +1,190 +2%
CHC
966
City Holding Co
West Virginia
$2.75M +$18.1K +325 +0.7%
SC
967
Savant Capital
Illinois
$2.75M +$12.1K +217 +0.4%
AI
968
Atria Investments
North Carolina
$2.74M +$40K +719 +1%
IC
969
Investment Counsel
Michigan
$2.74M +$115K +2,070 +4%
RC
970
Roundview Capital
New Jersey
$2.73M -$1.85M -33,215 -40%
IT
971
Independence Trust
Tennessee
$2.73M – – –
PCTC
972
Perkins Coie Trust Company
Washington
$2.72M -$8.52K -153 -0.3%
CCM
973
Compton Capital Management
Rhode Island
$2.72M -$37.6K -675 -1%
CC
974
Cannell & Co
New York
$2.71M -$64K -1,150 -2%
AW
975
ACG Wealth
Georgia
$2.71M +$36K +647 +1%
37 38
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