WFC icon

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 %
CCG
1026
Chatham Capital Group
Georgia
$2.39M -$1.4M -25,198 -37%
PCM
1027
Parsons Capital Management
Rhode Island
$2.39M -$135K -2,425 -5%
AMCA
1028
Arthur M. Cohen & Associates
Illinois
$2.39M +$179K +3,212 +8%
Marshall Wace
1029
Marshall Wace
United Kingdom
$2.36M -$9.59M -171,259 -80%
AC
1030
Addison Capital
Pennsylvania
$2.36M -$60.3K -1,083 -2%
SCA
1031
Snowden Capital Advisors
New York
$2.35M +$386K +6,937 +20%
PC
1032
Palo Capital
California
$2.34M +$877K +15,756 +60%
SCP
1033
Seizert Capital Partners
Michigan
$2.34M -$93.3K -1,676 -4%
LC
1034
Lourd Capital
California
$2.33M +$7.68K +138 +0.3%
PK
1035
Pflug Koory
Nebraska
$2.32M +$2.65K +50 +0.1%
ANRIA
1036
American National Registered Investment Advisor
Texas
$2.31M – – –
EWM
1037
Edge Wealth Management
New York
$2.3M +$1.25M +31,276 +118%
ASN
1038
Advisory Services Network
Georgia
$2.29M +$2.29M +41,216 New
GC
1039
Gilbert & Cook
Iowa
$2.29M +$725K +13,021 +46%
CS
1040
Credential Securities
$2.29M +$22.4K +403 +1%
NIS
1041
National Investment Services
Wisconsin
$2.29M -$70.6K -1,268 -3%
CCA
1042
Checchi Capital Advisers
California
$2.27M -$326K -5,856 -13%
ST
1043
Smithfield Trust
Pennsylvania
$2.27M -$128K -2,300 -5%
P
1044
Pitcairn
Pennsylvania
$2.27M -$39.3K -706 -2%
SIMM
1045
Stillwater Investment Management (Minnesota)
Minnesota
$2.26M -$275K -4,947 -11%
AIM
1046
Acropolis Investment Management
Missouri
$2.26M -$75.4K -1,354 -3%
DIA
1047
Denver Investment Advisors
Colorado
$2.25M -$268K -4,806 -11%
NB
1048
Nicolet Bankshares
Wisconsin
$2.24M -$89.8K -1,613 -4%
NFG
1049
Next Financial Group
Texas
$2.24M +$274K +5,097 +14%
TBNY
1050
Trustco Bank (New York)
New York
$2.23M -$30.6K -550 -1%
40 41
42
43 44