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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 %
MA
1426
MCF Advisors
Kentucky
$730K +$30.2K +542 +4%
CCMG
1427
Clark Capital Management Group
Pennsylvania
$729K -$4.56K -82 -0.6%
HIC
1428
Hartline Investment Corp
Illinois
$726K – – –
MCM
1429
Mengis Capital Management
Oregon
$722K -$3.95K -71 -0.5%
NWM
1430
Northwest Wealth Management
Iowa
$720K -$21.7K -389 -3%
BWM
1431
BigSur Wealth Management
Florida
$716K – – –
LPT
1432
Legacy Private Trust
Wisconsin
$715K +$32.7K +588 +5%
BA
1433
Bristol Advisors
Pennsylvania
$713K -$21.8K -392 -3%
PAM
1434
Premier Asset Management
Illinois
$712K -$912K -16,400 -56%
BW
1435
Bison Wealth
Georgia
$712K -$5.84K -105 -0.8%
BCP
1436
Berkeley Capital Partners
Georgia
$710K -$52.1K -936 -7%
WCWM
1437
Willow Creek Wealth Management
California
$710K +$78.3K +1,406 +12%
EAM
1438
Evanson Asset Management
California
$708K +$7.74K +139 +1%
RIM
1439
Rampart Investment Management
Connecticut
$701K +$701K +12,592 New
NAM
1440
NTV Asset Management
West Virginia
$699K -$12.5K -225 -2%
FAM
1441
Formidable Asset Management
Ohio
$696K -$13.8K -250 -2%
FCIM
1442
Fairview Capital Investment Management
California
$695K – – –
Cetera Investment Advisers
1443
Cetera Investment Advisers
Illinois
$692K -$182K -3,257 -21%
GHAM
1444
Gilman Hill Asset Management
Connecticut
$688K +$73.8K +1,326 +12%
PA
1445
Parallel Advisors
California
$679K +$154K +2,805 +29%
TWI
1446
Thomas White International
Illinois
$678K – – –
IC
1447
InterOcean Capital
Illinois
$677K -$69.1K -1,243 -9%
SAM
1448
Summit Asset Management
Tennessee
$677K – – –
CGL
1449
Clarius Group LLC
Washington
$676K +$8.68K +156 +1%
PP
1450
PagnatoKarp Partners
Virginia
$674K +$20.9K +376 +3%
56 57
58
59 60