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 %
FMBTD
1076
First Midwest Bank Trust Division
Illinois
$2.09M -$161K -2,899 -7%
SC
1077
Scholtz & Company
Connecticut
$2.09M -$2.02M -36,315 -49%
CIM
1078
CIM Investment Management
Pennsylvania
$2.08M -$206K -3,704 -9%
LAIC
1079
Lederer & Associates Investment Counsel
California
$2.07M +$14.2K +255 +0.7%
RWA
1080
Ropes Wealth Advisors
Massachusetts
$2.06M +$163K +2,930 +9%
SCM
1081
SOL Capital Management
Maryland
$2.05M -$17.8K -320 -0.9%
LIC
1082
Lodestar Investment Counsel
Illinois
$2.04M +$72.5K +1,302 +4%
BG
1083
Bollard Group
Massachusetts
$2.04M +$232K +4,167 +13%
NPA
1084
Nichols & Pratt Advisers
Massachusetts
$2.04M -$39K -700 -2%
NPT
1085
Nixon Peabody Trust
Massachusetts
$2.02M +$16.9K +304 +0.8%
QAM
1086
Quantres Asset Management
Cayman Islands
$2.02M +$267K +4,800 +15%
SPC
1087
Sigma Planning Corp
Michigan
$2.01M -$25.3K -454 -1%
PWW
1088
Pettyjohn Wood & White
Virginia
$2.01M -$1.28M -23,080 -39%
UAM
1089
UAS Asset Management
New York
$2M – – –
YWP
1090
YorkBridge Wealth Partners
New York
$2M +$46.4K +850 +2%
SA
1091
Strategic Advisors
New York
$1.99M +$1.62M +29,165 +438%
RVM
1092
Robinson Value Management
Texas
$1.99M +$61.4K +1,103 +3%
CA
1093
Cetera Advisors
Colorado
$1.99M -$66.3K -1,191 -3%
HWA
1094
Heritage Way Advisors
Illinois
$1.98M +$18.1K +325 +0.9%
FMWA
1095
Forvis Mazars Wealth Advisors
Missouri
$1.98M -$39.4K -708 -2%
ITIM
1096
Indiana Trust & Investment Management
Indiana
$1.98M -$9.74K -175 -0.5%
NCMW
1097
Northern Capital Management (Wisconsin)
Wisconsin
$1.97M -$70.1K -1,259 -3%
ARMT
1098
Amica Retiree Medical Trust
Rhode Island
$1.96M – – –
BAC
1099
Boys Arnold & Co
North Carolina
$1.96M +$25.7K +461 +1%
NERM
1100
New England Research & Management
Illinois
$1.95M -$284K -5,107 -13%
42 43
44
45 46