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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 %
NCM
1151
Neumann Capital Management
California
$1.68M -$22.3K -400 -1%
KA
1152
KLCM Advisors
Wisconsin
$1.67M -$395K -7,100 -19%
WA1
1153
Wimmer Associates 1
California
$1.67M -$67.9K -1,219 -4%
HIC
1154
Holderness Investments Company
North Carolina
$1.67M +$78K +1,401 +5%
NJBEST
1155
New Jersey Better Educational Savings Trust
New Jersey
$1.67M -$779K -14,000 -32%
BOC
1156
Barbara Oil Co
Illinois
$1.67M – – –
HIH
1157
HRS Investment Holdings
New York
$1.67M – – –
DLG
1158
Daniel L. Goodwin
$1.67M – – –
SFSG
1159
Stearns Financial Services Group
North Carolina
$1.67M +$4.45K +80 +0.3%
ACS
1160
Archford Capital Strategies
Illinois
$1.66M +$202K +3,647 +14%
WA
1161
WP Advisors
California
$1.65M +$83.2K +1,495 +5%
PHIMC
1162
Private Harbour Investment Management & Counsel
Ohio
$1.64M +$133K +2,395 +9%
BMM
1163
Buffington Mohr McNeal
Idaho
$1.63M +$1.28M +23,028 +365%
BFO
1164
Boston Family Office
Massachusetts
$1.63M -$172K -3,098 -10%
DG
1165
Davidson & Garrard
Virginia
$1.63M -$29.2K -524 -2%
TP
1166
Truvvo Partners
New York
$1.63M -$246K -4,420 -13%
RFCA
1167
R&F Capital Advisors
New York
$1.63M +$1.63M +29,189 New
MWP
1168
MYCIO Wealth Partners
Pennsylvania
$1.62M +$126K +2,265 +8%
MJRIC
1169
Mogy Joel R Investment Counsel
California
$1.62M – – –
TL
1170
Tirschwell & Loewy
New York
$1.6M -$4.78M -85,950 -75%
HCM
1171
Howland Capital Management
Massachusetts
$1.6M +$39.6K +711 +3%
Jane Street
1172
Jane Street
New York
$1.59M -$3.38M -60,708 -68%
RHAM
1173
Round Hill Asset Management
California
$1.59M -$274K -4,930 -15%
AC
1174
Allstate Corporation
Illinois
$1.58M -$8.47M -152,185 -84%
JWM
1175
Jacobus Wealth Management
Wisconsin
$1.58M – – –
45 46
47
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