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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 %
PFBT
1476
Parkside Financial Bank & Trust
Missouri
$626K -$21.1K -379 -3%
JDR
1477
Jay D. Rosenbaum
$622K +$55.7K +1,000 +10%
BC
1478
Barnett & Company
Tennessee
$621K – – –
AWA
1479
Arete Wealth Advisors
Illinois
$621K +$121K +2,181 +24%
SWA
1480
Sutton Wealth Advisors
Florida
$613K -$501 -9 -0.1%
SFG
1481
SNS Financial Group
Minnesota
$612K -$141K -2,538 -19%
FTUS
1482
Flow Traders U.S.
New York
$611K +$611K +10,986 New
SAA
1483
Southeast Asset Advisors
Georgia
$610K -$648K -11,640 -52%
LNB
1484
Ledyard National Bank
$609K +$587K +10,550 +2,638%
FHC
1485
First Houston Capital
Texas
$607K +$128K +2,300 +27%
SAM
1486
Shamrock Asset Management
Texas
$602K -$23.2K -421 -4%
IPAM
1487
ICICI Prudential Asset Management
India
$601K – – –
TFO
1488
Tarbox Family Office
California
$600K -$11.6K -208 -2%
Koshinski Asset Management
1489
Koshinski Asset Management
Illinois
$599K +$148K +2,659 +33%
BWL
1490
Bogart Wealth LLC
Virginia
$597K +$65.2K +1,172 +12%
KWM
1491
Kingsview Wealth Management
Oregon
$597K +$597K +10,723 New
SBL
1492
Sargent Bickham Lagudis
Colorado
$592K +$32.3K +580 +6%
RP
1493
Reinhart Partners
Wisconsin
$591K +$126K +2,265 +27%
ADL
1494
Asset Dedication LLC
California
$589K -$5.62K -102 -0.9%
IH
1495
IFC Holdings
Florida
$586K -$179K -3,205 -23%
SWM
1496
Stockman Wealth Management
Montana
$585K -$2.56K -46 -0.4%
CFA
1497
Capstone Financial Advisors
Illinois
$583K +$2.9K +52 +0.5%
VST
1498
Van Strum & Towne
California
$581K -$41.8K -750 -7%
FIM
1499
Fruth Investment Management
Texas
$581K -$28.4K -510 -5%
EP
1500
Edgestream Partners
New Jersey
$581K +$581K +10,435 New
58 59
60
61 62