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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 %
WPA
1301
Winning Points Advisors
Florida
$1.09M +$867K +15,449 +390%
FAM
1302
Foresters Asset Management
Ontario, Canada
$1.08M -$1.34M -18,100 -55%
IIM
1303
Intact Investment Management
Quebec, Canada
$1.08M -$1.08M -19,400 -50%
SC
1304
SouthState Corp
Florida
$1.08M +$72.5K +1,302 +7%
FMLI
1305
Fukoku Mutual Life Insurance
Japan
$1.07M – – –
PCM
1306
Palisade Capital Management
New Jersey
$1.07M +$1.07M +19,244 New
SAM
1307
SignalPoint Asset Management
Missouri
$1.07M -$2.56K -46 -0.2%
GCM
1308
Glynn Capital Management
California
$1.07M – – –
CCA
1309
Cobblestone Capital Advisors
New York
$1.07M -$8.63K -155 -0.8%
GEA
1310
Glen Eagle Advisors
New Jersey
$1.06M -$5.98K -107 -0.6%
TCM
1311
Teza Capital Management
Illinois
$1.06M +$1.06M +19,020 New
PCM
1312
Pointe Capital Management
Michigan
$1.06M +$1.06M +18,981 New
AGI
1313
Athena Global Investors
Virginia
$1.06M -$232K -4,172 -18%
PWP
1314
Private Wealth Partners
California
$1.06M +$69.3K +1,245 +7%
WPC
1315
White Pine Capital
Minnesota
$1.05M -$89K -1,600 -8%
AA
1316
ALPS Advisors
Colorado
$1.05M +$1.05M +18,788 New
OPTFSNA
1317
Old Point Trust & Financial Services N A
Virginia
$1.04M +$69.1K +1,241 +7%
CPA
1318
Court Place Advisors
Maryland
$1.04M -$48.6K -873 -4%
NME
1319
Notis-McConarty Edward
$1.03M -$539K -9,679 -34%
HSA
1320
HBK Sorce Advisory
Pennsylvania
$1.03M -$128K -2,308 -11%
PL
1321
Plancorp LLC
Missouri
$1.03M +$60K +1,077 +6%
CFMC
1322
Curbstone Financial Management Corp
New Hampshire
$1.03M -$18.2K -327 -2%
PVWM
1323
Point View Wealth Management
New Jersey
$1.02M +$53.4K +960 +6%
CCT
1324
Chemung Canal Trust
New York
$1.02M +$61.1K +1,098 +6%
CICI
1325
Capital Investment Counsel Inc
North Carolina
$1.02M -$52.9K -950 -5%
51 52
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