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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 %
CG
1326
Caprock Group
Idaho
$1.02M +$49.1K +883 +5%
CCC
1327
Chelsea Counsel Company
California
$1.02M -$16.7K -300 -2%
BIC
1328
Beach Investment Counsel
Pennsylvania
$1.02M +$94.1K +1,690 +10%
GLA
1329
Good Life Advisors
Pennsylvania
$1.01M +$345K +6,337 +52%
VIA
1330
Vident Investment Advisory
Georgia
$1.01M +$1.01M +14,544 New
ACM
1331
Adalta Capital Management
New York
$1.01M +$1.01M +18,125 New
ROTUOC
1332
Regents of the University of California
California
$1.01M – – –
AAM
1333
Augustine Asset Management
Florida
$1.01M +$29.2K +524 +3%
FDS
1334
First Dallas Securities
Texas
$997K +$291K +5,225 +41%
CWA
1335
Cypress Wealth Advisors
California
$996K -$7.02K -126 -0.7%
FFA
1336
Fragasso Financial Advisors
Pennsylvania
$995K +$995K +17,877 New
PAS
1337
Partnervest Advisory Services
California
$993K -$96K -1,724 -9%
BFC
1338
Blue Fin Capital
Rhode Island
$986K -$38.7K -695 -4%
MIC
1339
Meridian Investment Counsel
California
$985K -$32.3K -580 -3%
AIM
1340
Aspen Investment Management
Michigan
$984K -$16.7K -300 -2%
CAAS
1341
Capital Asset Advisory Services
Michigan
$983K -$128K -2,300 -12%
CWP
1342
Capital Wealth Planning
Florida
$982K -$1.63M -29,348 -62%
WA
1343
WealthTrust Axiom
Pennsylvania
$981K -$2.78K -50 -0.3%
CA
1344
Continuum Advisory
Idaho
$973K +$973K +17,483 New
WP
1345
WealthSource Partners
California
$969K -$23.4K -421 -2%
FCCM
1346
First City Capital Management
Georgia
$969K -$4.06K -73 -0.4%
MBT
1347
Monroe Bank & Trust
Michigan
$968K -$104K -1,860 -10%
GLI
1348
Guardian Life Insurance
New York
$968K +$4.17K +75 +0.4%
CCM
1349
Coldstream Capital Management
Washington
$967K -$849K -15,243 -47%
LJAC
1350
L.J. Altfest & Co
New York
$963K -$15.5K -278 -2%
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