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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 %
HWA
1226
Heritage Wealth Advisors
Virginia
$1.39M +$101K +1,816 +8%
AGM
1227
Alpine Global Management
New York
$1.38M +$947K +17,005 +216%
AI
1228
Accredited Investors
Minnesota
$1.38M -$75.8K -1,362 -5%
VIA
1229
Vantis Investment Advisers
Florida
$1.38M +$1.38M +24,800 New
WA
1230
Wheatland Advisors
Pennsylvania
$1.37M +$123K +2,201 +10%
TW
1231
Transform Wealth
Colorado
$1.36M -$61.3K -1,102 -4%
MWM
1232
Meridian Wealth Management
Kentucky
$1.35M +$504K +9,049 +59%
NAMA
1233
Nikko Asset Management Americas
New York
$1.35M -$83.5K -1,500 -6%
BEAM
1234
Baker Ellis Asset Management
Washington
$1.34M – – –
B
1235
Bellecapital
Switzerland
$1.34M – – –
GIA
1236
GHP Investment Advisors
Colorado
$1.34M +$133K +2,382 +11%
CWM
1237
Confluence Wealth Management
Oregon
$1.34M -$128K -2,308 -9%
WPW
1238
Waldron Private Wealth
Pennsylvania
$1.34M +$863K +15,549 +181%
EWA
1239
EP Wealth Advisors
California
$1.34M +$25.6K +459 +2%
HAI
1240
Hennessy Advisors Inc
California
$1.34M -$278K -5,000 -17%
RWA
1241
River Wealth Advisors
Pennsylvania
$1.33M -$57.9K -1,040 -4%
BI
1242
Boulegeris Investments
Georgia
$1.33M -$130K -2,340 -9%
MAA
1243
Mraz Amerine & Associates
California
$1.33M -$82.7K -1,535 -6%
PA
1244
Perennial Advisors
New York
$1.32M -$65.9K -1,184 -5%
BFEC
1245
Benjamin F. Edwards & Company
Missouri
$1.32M -$200K -3,594 -13%
AFG
1246
Albion Financial Group
Utah
$1.31M -$2.12K -38 -0.2%
GXMC
1247
Global X Management Company
New York
$1.3M +$260K +4,673 +25%
HAG
1248
HighPoint Advisor Group
Illinois
$1.3M -$9.51K -180 -0.7%
BTW
1249
Boston Trust Walden
Massachusetts
$1.3M -$190K -3,412 -13%
FIM
1250
Freedom Investment Management
Connecticut
$1.29M +$78.3K +1,407 +6%
48 49
50
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