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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 %
FNBTCON
1401
First National Bank & Trust Co of Newtown
Pennsylvania
$803K – – –
DT
1402
Diversified Trust
Tennessee
$803K +$334 +6 +0%
PFS
1403
Physicians Financial Services
North Carolina
$800K +$5.68K +102 +0.7%
CEP
1404
Chicago Equity Partners
Illinois
$795K -$15.6K -280 -2%
CA
1405
Cornerstone Advisory
Maryland
$793K -$11K -197 -1%
TIA
1406
Tiemann Investment Advisors
California
$792K -$104K -1,863 -12%
LJHT
1407
Laurie J. Hall Trustee
$790K -$4.95K -90 -0.6%
NIA
1408
Northstar Investment Advisors
Colorado
$783K -$89K -1,600 -10%
WPA
1409
West Paces Advisors
Georgia
$778K – – –
NAM
1410
Needelman Asset Management
California
$772K – – –
VCM
1411
Vision Capital Management
Oregon
$770K +$128K +2,300 +20%
JCM
1412
Jacobi Capital Management
Pennsylvania
$764K +$6.05K +110 +0.8%
PMFA
1413
Plante Moran Financial Advisors
Michigan
$760K +$68K +1,222 +10%
CPIG
1414
Chicago Partners Investment Group
Illinois
$759K -$93.2K -1,674 -11%
TC
1415
Telemus Capital
Michigan
$754K +$52.4K +941 +7%
OC
1416
Oarsman Capital
Wisconsin
$750K +$233K +4,189 +45%
IWM
1417
IHT Wealth Management
Illinois
$748K -$37.8K -687 -5%
CA
1418
CapWealth Advisors
Tennessee
$746K -$59.6K -1,071 -7%
JC
1419
Jacobs & Co
California
$744K -$11.1K -200 -1%
BCMO
1420
Buckingham Capital Management (Ohio)
Ohio
$737K -$86.3K -1,552 -10%
AFP
1421
Ausdal Financial Partners
Iowa
$737K -$24.4K -438 -3%
NWP
1422
Northstar Wealth Partners
Connecticut
$737K +$737K +13,410 New
EIA
1423
Edgemoor Investment Advisors
Maryland
$735K +$11.2K +201 +2%
ODCM
1424
Old Dominion Capital Management
Virginia
$735K +$735K +13,210 New
MC
1425
Micawber Capital
Washington
$731K +$160K +2,880 +28%
55 56
57
58 59