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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 %
CC
1051
Cognios Capital
Kansas
$2.23M -$153K -2,753 -6%
HCM
1052
Hengehold Capital Management
Ohio
$2.23M +$66.9K +1,202 +3%
CB
1053
Community Bank
New York
$2.19M -$385K -6,925 -15%
MM
1054
Meridian Management
Arkansas
$2.18M -$1.32M -23,778 -38%
IC
1055
Intersect Capital
California
$2.18M +$161K +2,886 +8%
BSB
1056
Bangor Savings Bank
Maine
$2.18M +$8.18K +147 +0.4%
IA
1057
Icon Advisers
Colorado
$2.17M – – –
SCM
1058
Sterneck Capital Management
Missouri
$2.17M -$23.1K -415 -1%
CC
1059
Cadinha & Co
Hawaii
$2.17M -$83.5K -1,500 -4%
RMAM
1060
Raab & Moskowitz Asset Management
New Jersey
$2.15M -$165K -2,969 -7%
WOC
1061
West Oak Capital
California
$2.15M +$107K +1,919 +5%
CIC
1062
Canal Insurance Company
South Carolina
$2.14M -$2.03M -36,500 -49%
SBIA
1063
Sheaff Brock Investment Advisors
Indiana
$2.14M -$1.32M -23,643 -38%
AIM
1064
Anchor Investment Management
South Carolina
$2.14M -$6.01K -108 -0.3%
STB
1065
S&T Bank
Pennsylvania
$2.13M +$42.6K +765 +2%
HT
1066
HighTower Trust
Texas
$2.13M +$140K +2,515 +7%
BCFS
1067
Butensky & Cohen Financial Security
Florida
$2.13M -$123K -2,216 -5%
ATC
1068
Argent Trust Co
Tennessee
$2.13M +$129K +2,327 +6%
CC
1069
Courier Capital
New York
$2.12M -$66K -1,185 -3%
SAM
1070
Sequent Asset Management
Texas
$2.11M +$11.1K +199 +0.5%
TPWA
1071
TRUE Private Wealth Advisors
Oregon
$2.11M -$79.4K -1,449 -4%
QC
1072
QCM Cayman
Texas
$2.11M +$2.11M +37,952 New
MC
1073
Martin & Co
Tennessee
$2.11M -$1.97M -35,403 -48%
Lido Advisors
1074
Lido Advisors
California
$2.1M -$33.1K -602 -2%
MIM
1075
Miller Investment Management
Pennsylvania
$2.1M -$74.3K -1,335 -3%
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43
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