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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 %
GCA
976
Greenwood Capital Associates
South Carolina
$2.71M -$86.2K -1,549 -3%
AC
977
Abbrea Capital
California
$2.69M +$184K +3,310 +7%
AWM
978
Altavista Wealth Management
North Carolina
$2.68M -$100K -1,798 -4%
SS
979
Sunbelt Securities
Texas
$2.67M -$1.11M -19,904 -29%
TRIM
980
Thompson Rubinstein Investment Management
Oregon
$2.67M -$115K -2,060 -4%
FPB
981
First PREMIER Bank
South Dakota
$2.66M +$36.4K +654 +1%
MCM
982
Maryland Capital Management
Maryland
$2.66M +$79K +1,419 +3%
KIG
983
Kessler Investment Group
Indiana
$2.66M -$34.2K -614 -1%
DSC
984
Duncker Streett & Co
Missouri
$2.65M +$75.5K +1,356 +3%
MCP
985
Mirador Capital Partners
California
$2.65M -$14.4K -258 -0.5%
BDF
986
Balasa Dinverno & Foltz
$2.65M +$10.1K +182 +0.4%
BCM
987
BlueMar Capital Management
Florida
$2.64M -$2.84M -51,023 -52%
SAM
988
Security Asset Management
New York
$2.62M -$18.1K -325 -0.7%
TSWM
989
Triangle Securities Wealth Management
North Carolina
$2.62M -$3.95K -71 -0.2%
Balyasny Asset Management
990
Balyasny Asset Management
Illinois
$2.61M -$127M -2,282,529 -98%
FCMT
991
Founders Capital Management (Texas)
Texas
$2.6M +$2.6M +46,703 New
BWM
992
BerganKDV Wealth Management
Minnesota
$2.6M -$19.5K -350 -0.7%
SSB
993
Sandy Spring Bank
Maryland
$2.6M +$293K +5,262 +13%
IAA
994
Independent Advisor Alliance
North Carolina
$2.6M +$182K +3,303 +8%
TYCC
995
Texas Yale Capital Corp
Florida
$2.59M +$207K +3,720 +9%
JGC
996
J. Goldman & Co
New York
$2.57M +$2.22M +39,887 +633%
CIP
997
Capital Insight Partners
Arizona
$2.56M -$15.1K -271 -0.6%
SCM
998
Southport Capital Management
Tennessee
$2.56M +$101K +1,819 +4%
NIC
999
Northwest Investment Counselors
Oregon
$2.55M +$66.9K +1,203 +3%
CT
1000
Cambridge Trust
Massachusetts
$2.53M -$44.7K -804 -2%
38 39
40
41 42