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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 %
WKWM
1001
Walter & Keenan Wealth Management
Indiana
$2.53M -$167K -2,996 -6%
CT
1002
Clearstead Trust
Maine
$2.52M +$31.3K +562 +1%
SCA
1003
Sippican Capital Advisors
Massachusetts
$2.52M -$108K -1,932 -4%
WA
1004
WFG Advisors
Texas
$2.52M +$118K +2,126 +5%
DLA
1005
Douglas Lane & Associates
New York
$2.51M +$20.4K +366 +0.8%
BOH
1006
Bank of Hawaii
Hawaii
$2.5M -$127K -2,288 -5%
CIP
1007
Convergence Investment Partners
Florida
$2.49M -$88.8K -1,596 -3%
HFM
1008
Hartford Financial Management
Connecticut
$2.49M – – –
MC
1009
MRJ Capital
New York
$2.49M – – –
SFM
1010
Signature Financial Management
Virginia
$2.48M +$56 +1 +0%
CAMG
1011
CWA Asset Management Group
Florida
$2.47M +$725K +13,025 +42%
SSW
1012
Smith Shellnut Wilson
Mississippi
$2.47M – – –
ACM
1013
Alpha Capital Management
Texas
$2.47M -$213K -3,823 -8%
NC
1014
Northpointe Capital
Michigan
$2.46M -$390 -7 -0%
DM
1015
Delphi Management
Massachusetts
$2.46M -$13.5K -243 -0.5%
WA
1016
Waverly Advisors
Alabama
$2.44M +$1.78M +31,954 +268%
MNBTD
1017
Moody National Bank Trust Division
Texas
$2.43M – – –
AAP
1018
Arax Advisory Partners
Colorado
$2.43M +$12K +215 +0.5%
CL
1019
Choreo LLC
Illinois
$2.43M +$268K +4,820 +12%
LCM
1020
Leisure Capital Management
California
$2.42M -$147K -2,633 -6%
ZCA
1021
Zeke Capital Advisors
Pennsylvania
$2.42M +$436K +7,833 +22%
MPWT
1022
MassMutual Private Wealth & Trust
Connecticut
$2.41M +$15.4K +277 +0.6%
AIM
1023
ARGA Investment Management
Connecticut
$2.41M -$2.16M -38,800 -47%
ICOM
1024
Investment Counselors of Maryland
Maryland
$2.4M -$127K -2,275 -5%
BSWMG
1025
Barrington Strategic Wealth Management Group
Illinois
$2.4M -$66.5K -1,195 -3%
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