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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 %
CAM
1276
Columbia Asset Management
Michigan
$1.2M – – –
AMIM
1277
Aull & Monroe Investment Management
Alabama
$1.2M -$10.8K -194 -0.9%
TSS
1278
Two Sigma Securities
New York
$1.2M +$423K +7,600 +55%
SFWA
1279
Summit Financial Wealth Advisors
Louisiana
$1.17M +$27.3K +490 +2%
NHC
1280
Nicholas Hoffman & Company
Georgia
$1.17M -$104K -1,865 -8%
CPA
1281
Capital Planning Advisors
California
$1.16M -$29K -520 -2%
LOAMS
1282
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.16M +$1.16M +20,764 New
NSIM
1283
North Star Investment Management
Illinois
$1.16M +$70.6K +1,268 +7%
PAI
1284
Pittenger & Anderson Inc
Nebraska
$1.14M -$3.2M -57,518 -74%
ID
1285
Integral Derivatives
New York
$1.14M -$55.7K -1,000 -5%
S
1286
SignatureFD
Georgia
$1.14M +$283K +5,090 +33%
WC
1287
Woodstock Corp
Massachusetts
$1.14M -$36.2K -650 -3%
FBT
1288
First Bank & Trust
South Dakota
$1.14M +$4.34K +78 +0.4%
PSC
1289
Prentiss Smith & Co
Vermont
$1.13M -$4.67M -83,850 -80%
OC
1290
Oakworth Capital
Alabama
$1.13M +$221K +3,971 +24%
MCM
1291
Murphy Capital Management
New Jersey
$1.13M -$556 -10 -0%
EM
1292
ELCO Management
New York
$1.12M – – –
DAM
1293
Doheny Asset Management
California
$1.12M +$223K +4,000 +25%
IWM
1294
Integrated Wealth Management
California
$1.12M +$79.9K +1,436 +8%
AIM
1295
Advantage Investment Management
Iowa
$1.11M +$3.34K +60 +0.3%
RC
1296
RBF Capital
California
$1.11M +$55.7K +1,000 +5%
AIIMS
1297
Analyst IMS Investment Management Services
Israel
$1.11M -$37.4K -667 -3%
BIM
1298
Baldwin Investment Management
Pennsylvania
$1.11M -$2.78K -50 -0.2%
WIS
1299
Wright Investors Service
Connecticut
$1.11M -$286K -5,145 -21%
AIA
1300
Arbor Investment Advisors
North Carolina
$1.11M -$56.5K -1,015 -5%
50 51
52
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