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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 %
AHC
1201
Adell Harriman & Carpenter
Texas
$1.49M -$106K -1,900 -7%
BSW
1202
Buckingham Strategic Wealth
Missouri
$1.49M +$55K +988 +4%
NPC
1203
National Planning Corporation
California
$1.49M +$37.3K +676 +3%
BO
1204
Bank OZK
Arkansas
$1.47M -$71.9K -1,292 -5%
ACA
1205
Anchor Capital Advisors
Massachusetts
$1.47M -$8.35K -150 -0.6%
HB
1206
Homrich & Berg
Georgia
$1.46M -$161K -2,890 -10%
AFS
1207
Access Financial Services
Minnesota
$1.46M -$34.2K -615 -2%
FPFS
1208
First Personal Financial Services
North Carolina
$1.46M -$4.23K -76 -0.3%
Arrowstreet Capital
1209
Arrowstreet Capital
Massachusetts
$1.46M +$1.46M +26,200 New
DAS
1210
Dynamic Advisor Solutions
Arizona
$1.45M +$2.28K +41 +0.2%
SS
1211
Simplicity Solutions
Minnesota
$1.45M -$218K -3,920 -13%
JIC
1212
Joel Isaacson & Co
New York
$1.44M -$29.9K -538 -2%
FSA
1213
Franklin Street Advisors
North Carolina
$1.44M -$598K -10,742 -29%
FNBSF
1214
First National Bank Sioux Falls
South Dakota
$1.43M – – –
MC
1215
Miles Capital
Iowa
$1.43M +$19.3K +347 +1%
BHBT
1216
Burke & Herbert Bank & Trust
Virginia
$1.43M +$36.6K +657 +3%
YIA
1217
YHB Investment Advisors
Connecticut
$1.43M -$1M -18,643 -41%
BEC
1218
Blue Edge Capital
Virginia
$1.42M – – –
LBC
1219
Lawrence B. Cohen
$1.41M -$44.8K -805 -3%
IDBONY
1220
Israel Discount Bank of New York
New York
$1.41M +$214K +3,840 +18%
HI
1221
Hudock Inc
Pennsylvania
$1.4M -$717K -12,883 -34%
III
1222
Independent Investors Inc
New York
$1.4M -$11.1K -200 -0.8%
DBIA
1223
Dumont & Blake Investment Advisors
New Jersey
$1.39M +$9.85K +177 +0.7%
BWAM
1224
Boyd Watterson Asset Management
Ohio
$1.39M – – –
CK
1225
Cohen Klingenstein
New York
$1.39M – – –
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