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 %
GA
1101
Geneva Advisors
Illinois
$1.95M -$49.7K -893 -2%
CA
1102
Cambridge Advisors
Nebraska
$1.94M -$11K -198 -0.6%
CPA
1103
Clear Perspective Advisors
Illinois
$1.94M -$124K -2,224 -6%
PI
1104
PHH Investments
Texas
$1.93M -$31.8K -572 -2%
NA
1105
NewEdge Advisors
Louisiana
$1.93M +$352K +6,387 +22%
QI
1106
Quotient Investors
New York
$1.93M +$72.4K +1,300 +4%
DWM
1107
Dorchester Wealth Management
Quebec, Canada
$1.92M -$32K -575 -2%
B
1108
Bailard
California
$1.92M +$24.6K +442 +1%
HCP
1109
Holt Capital Partners
Texas
$1.9M +$4.4K +79 +0.2%
CCM
1110
Carlson Capital Management
Minnesota
$1.9M +$1.17K +21 +0.1%
Tudor Investment Corp
1111
Tudor Investment Corp
Connecticut
$1.89M +$967K +17,367 +104%
DCM
1112
Dynamic Capital Management
Jersey
$1.89M -$2.5M -44,913 -57%
MPAM
1113
Murphy Pohlad Asset Management
Minnesota
$1.89M -$3.12K -56 -0.2%
HPCM
1114
High Pointe Capital Management
Illinois
$1.89M – – –
MC
1115
Moors & Cabot
Massachusetts
$1.89M -$267K -4,790 -12%
ADBIC
1116
A.D. Beadell Investment Counsel
Wisconsin
$1.87M -$22.3K -400 -1%
LKIM
1117
Lawson Kroeker Investment Management
Nebraska
$1.86M -$12.5K -224 -0.7%
ASC
1118
Atalanta Sosnoff Capital
New York
$1.85M +$12.3K +221 +0.7%
SAM
1119
Selway Asset Management
$1.84M +$5.57K +100 +0.3%
CCM
1120
Canal Capital Management
Virginia
$1.83M +$18.3K +329 +1%
FLI
1121
Family Legacy Inc
South Carolina
$1.83M +$1.83M +32,825 New
CS
1122
Cannell & Spears
New York
$1.82M -$125K -2,237 -6%
SNT
1123
Security National Trust
West Virginia
$1.82M -$32.1K -576 -2%
KPCM
1124
Kings Point Capital Management
New York
$1.81M +$1.28M +22,939 +238%
BWP
1125
Baldwin Wealth Partners
Massachusetts
$1.81M -$263K -4,725 -13%
43 44
45
46 47