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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 %
BAM
1376
Barrett Asset Management
New York
$869K – – –
IWA
1377
Intercontinental Wealth Advisors
Texas
$862K -$8.19K -147 -0.9%
GD
1378
Grandfield & Dodd
New York
$861K -$34K -611 -4%
MCM
1379
McRae Capital Management
New Jersey
$859K -$2.01M -36,075 -70%
WCM
1380
Windsor Capital Management
Arizona
$856K -$5.57K -100 -0.6%
JFA
1381
JNBA Financial Advisors
Minnesota
$855K +$144K +2,584 +20%
LCM
1382
Logan Capital Management
Pennsylvania
$852K -$19.2M -344,914 -96%
OFG
1383
OTA Financial Group
New York
$851K +$851K +15,296 New
GCA
1384
Gideon Capital Advisors
New York
$848K +$848K +15,230 New
KTC
1385
Kistler-Tiffany Companies
Pennsylvania
$847K -$724 -13 -0.1%
NG
1386
Northstar Group
New York
$844K -$175K -3,370 -17%
ERIM
1387
Eagle Ridge Investment Management
Connecticut
$843K +$471K +8,462 +127%
SQA
1388
Simon Quick Advisors
New Jersey
$841K +$4.18K +75 +0.5%
AssetMark Inc
1389
AssetMark Inc
California
$836K -$14.3K -257 -2%
MGIA
1390
Moneta Group Investment Advisors
Missouri
$832K -$16.5K -296 -2%
FUBT
1391
First United Bank & Trust
Maryland
$831K -$123K -2,216 -13%
LC
1392
LCNB Corp
Ohio
$826K -$26.9K -483 -3%
PFS
1393
Prospera Financial Services
Texas
$825K -$71.2K -1,286 -8%
SFA
1394
Sequoia Financial Advisors
Ohio
$822K -$68.9K -1,239 -8%
RIM
1395
Regent Investment Management
Kentucky
$817K +$199K +3,580 +32%
FWCM
1396
First Western Capital Management
California
$815K -$284K -5,112 -26%
WMSA
1397
Weiss Multi-Strategy Advisers
New York
$815K +$815K +14,637 New
CCMD
1398
Cypress Capital Management (Delaware)
Delaware
$813K +$270K +4,851 +50%
LCM
1399
Liberty Capital Management
Michigan
$811K – – –
BCM
1400
Brookstone Capital Management
Illinois
$804K -$69.4K -1,248 -8%
54 55
56
57 58