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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 %
DWA
1176
Douglass Winthrop Advisors
New York
$1.58M -$64K -1,150 -4%
LIM
1177
Loudon Investment Management
New Hampshire
$1.58M +$122K +2,200 +8%
GGHC
1178
Gilder Gagnon Howe & Co
New York
$1.57M -$23.6K -424 -1%
PCMM
1179
Private Capital Management (Minnesota)
Minnesota
$1.56M -$153K -2,750 -9%
ANBT
1180
American National Bank & Trust
Texas
$1.56M -$150K -2,695 -9%
MMPW
1181
Mitchell McLeod Pugh & Williams
Alabama
$1.55M +$2.23K +40 +0.1%
OIM
1182
Orca Investment Management
Oregon
$1.54M +$16.7K +300 +1%
EHWM
1183
Eads & Heald Wealth Management
Georgia
$1.54M +$104K +1,870 +7%
BFPW
1184
BOK Financial Private Wealth
Colorado
$1.53M -$2.82K -34 -0.2%
RCM
1185
Radnor Capital Management
Pennsylvania
$1.53M -$27.4K -493 -2%
GA
1186
GFS Advisors
Texas
$1.53M +$490K +8,810 +47%
RIL
1187
Rothschild Investment LLC
Illinois
$1.52M +$31.7K +569 +2%
NSAM
1188
North Star Asset Management
Wisconsin
$1.52M +$290K +5,216 +24%
WCM
1189
Wunderlich Capital Managemnt
Tennessee
$1.52M +$22.5K +404 +2%
WI
1190
Wintrust Investments
Illinois
$1.51M +$960K +17,246 +173%
HH
1191
Hilltop Holdings
Texas
$1.51M -$10.8K -194 -0.7%
OA
1192
Oxbow Advisors
Texas
$1.51M +$23.2K +417 +2%
HW
1193
Hedeker Wealth
Illinois
$1.51M -$77.3K -1,389 -5%
BO
1194
BRR OpCo
Ohio
$1.5M -$38.7K -696 -3%
YMRC
1195
Yorktown Management & Research Company
Virginia
$1.5M – – –
GT
1196
Greenleaf Trust
Michigan
$1.5M +$18.5K +332 +1%
VCM
1197
Violich Capital Management
California
$1.5M – – –
SFM
1198
Signet Financial Management
New Jersey
$1.5M +$1.22M +21,924 +437%
CWM
1199
Concert Wealth Management
California
$1.5M -$32.8K -594 -2%
NIM
1200
Nexus Investment Management
Ontario, Canada
$1.5M – – –
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