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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 %
WA
1451
Wealth Architects
California
$673K -$20K -360 -3%
BB
1452
Bell Bank
North Dakota
$671K +$16.9K +304 +3%
MJP
1453
Michael J. Puzo
$668K -$76.2K -1,368 -10%
Wolverine Trading
1454
Wolverine Trading
Illinois
$667K +$667K +11,851 New
CPIM
1455
Columbia Partners Investment Management
Virginia
$666K -$734K -13,195 -52%
ANB
1456
Amarillo National Bank
Texas
$666K +$4.46K +80 +0.7%
MSAM
1457
Moloney Securities Asset Management
Missouri
$665K -$117K -2,093 -15%
CRC
1458
Curi RMB Capital
Illinois
$662K +$62.6K +1,124 +10%
BFA
1459
Benedict Financial Advisors
Georgia
$661K -$261K -4,692 -28%
GAG
1460
GM Advisory Group
New York
$660K +$9.8K +176 +2%
ACM
1461
Ativo Capital Management
Illinois
$660K +$660K +11,863 New
PAG
1462
Pinnacle Advisory Group
Maryland
$659K +$230K +4,141 +54%
ZB
1463
Zions Bancorporation
Utah
$657K -$116K -2,071 -15%
FPCG
1464
Fort Pitt Capital Group
Pennsylvania
$654K -$2.62K -47 -0.4%
WCA
1465
Westover Capital Advisors
Delaware
$653K +$7.01K +126 +1%
KFS
1466
Kurt F. Somerville
$651K -$66.8K -1,200 -9%
FAB
1467
First American Bank
Illinois
$650K -$86.1K -1,547 -12%
IOOF
1468
Independent Order of Foresters
Ontario, Canada
$647K – – –
MCWS
1469
McKinley Carter Wealth Services
West Virginia
$640K +$4.31K +85 +0.7%
ANTB
1470
AMG National Trust Bank
Colorado
$636K – – –
DDPIC
1471
Deroy & Devereaux Private Investment Counsel
Michigan
$635K -$72.3K -1,300 -10%
SHGA
1472
Sand Hill Global Advisors
California
$633K -$581K -10,436 -48%
EMG
1473
Ellington Management Group
Connecticut
$629K +$629K +11,300 New
IPC
1474
Independent Portfolio Consultants
Florida
$628K -$1.46M -26,273 -70%
DWM
1475
Destination Wealth Management
California
$628K -$115K -2,058 -15%
57 58
59
60 61