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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 %
CCM
1126
CrestPoint Capital Management
Missouri
$1.8M +$39K +700 +2%
Voloridge Investment Management
1127
Voloridge Investment Management
Florida
$1.8M -$15.4M -276,471 -90%
CBU
1128
CIBC Bank USA
Illinois
$1.79M +$81.5K +1,463 +5%
WAM
1129
Wealthspire Advisors (Maryland)
Maryland
$1.79M +$330K +5,924 +23%
RFA
1130
Reilly Financial Advisors
California
$1.78M +$139K +2,496 +8%
TIM
1131
Thornburg Investment Management
New Mexico
$1.78M +$588K +10,567 +49%
GCP
1132
GSA Capital Partners
United Kingdom
$1.78M -$1.94M -34,898 -52%
DPIM
1133
Duff & Phelps Investment Management
Illinois
$1.78M +$13.4K +240 +0.8%
AF
1134
AMG Funds
Connecticut
$1.78M +$13.4K +241 +0.8%
LWAC
1135
Laurel Wealth Advisors (California)
California
$1.77M -$1.34K -24 -0.1%
RCAG
1136
Rehmann Capital Advisory Group
Michigan
$1.77M +$97K +1,742 +6%
SSWM
1137
Sheets Smith Wealth Management
North Carolina
$1.76M +$35.4K +636 +2%
FHA
1138
First Horizon Advisors
Tennessee
$1.76M -$444K -8,118 -20%
BCM
1139
BTR Capital Management
California
$1.75M -$3.1M -55,777 -64%
CG
1140
Clinton Group
New York
$1.74M +$1.74M +31,316 New
JSL
1141
JT Stratford LLC
Georgia
$1.74M +$5.23K +94 +0.3%
AAMU
1142
AEGON Asset Management (UK)
United Kingdom
$1.73M -$27.3K -490 -2%
FCI
1143
Financial Counselors Inc
Kansas
$1.73M -$3.2M -57,492 -65%
PFSC
1144
Peoples Financial Services Corp
Pennsylvania
$1.73M +$358K +6,428 +26%
SIA
1145
Sit Investment Associates
Minnesota
$1.71M -$15.3K -275 -0.9%
FB
1146
Fulton Bank
Pennsylvania
$1.7M -$370K -6,646 -18%
TBA
1147
Tower Bridge Advisors
Pennsylvania
$1.7M -$22K -395 -1%
PWMAG
1148
Pinnacle Wealth Management Advisory Group
New Jersey
$1.7M +$1.95K +35 +0.1%
ACI
1149
Alpha Cubed Investments
California
$1.7M +$127K +2,274 +8%
MBT
1150
Montecito Bank & Trust
California
$1.68M +$24.2K +434 +1%
44 45
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