WFC icon

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 %
FHA
1501
Flagship Harbor Advisors
Massachusetts
$579K -$20.2K -369 -3%
BFIC
1502
Bedell Frazier Investment Counselling
California
$571K -$174K -3,118 -23%
LWM
1503
Lyell Wealth Management
California
$569K -$524K -9,409 -48%
WDL
1504
Well Done LLC
Michigan
$565K – – –
CA
1505
Callahan Advisors
Texas
$561K -$27.3K -491 -5%
KWMG
1506
King Wealth Management Group
Florida
$560K -$33.2K -596 -6%
SWK
1507
Stephen W. Kidder
$560K -$16.7K -300 -3%
HA
1508
Harbor Advisors
Florida
$557K – – –
NBC
1509
Neuberger Berman Canada
Ontario, Canada
$555K -$375K -6,739 -40%
ZIG
1510
Zuckerman Investment Group
Illinois
$554K – – –
CAW
1511
Cornerstone Advisors (Washington)
Washington
$553K -$723 -13 -0.1%
HCM
1512
Hollencrest Capital Management
California
$553K – – –
SCA
1513
Salient Capital Advisors
Texas
$545K -$98.2K -1,765 -15%
SIM
1514
SSI Investment Management
California
$544K -$612 -11 -0.1%
OCM
1515
Osterweis Capital Management
California
$543K -$44.5K -800 -8%
JCM
1516
Janney Capital Management
Pennsylvania
$537K +$6K +108 +1%
MFW
1517
Mosaic Family Wealth
Missouri
$536K -$57K -1,023 -10%
GSBTD
1518
Glenview State Bank Trust Department
Illinois
$536K – – –
NQWM
1519
Northwest Quadrant Wealth Management
Oregon
$535K +$3.09K +56 +0.6%
WIA
1520
Westbourne Investment Advisors
Maryland
$534K -$19.5K -350 -4%
SMG
1521
Spectrum Management Group
Indiana
$532K – – –
RA
1522
RFG Advisory
Alabama
$530K +$6.21K +113 +1%
TFF
1523
The Family Firm
Maryland
$527K +$5.07K +91 +1%
FNB
1524
Farmers National Bank
Kentucky
$524K -$2.78K -50 -0.5%
JFGLC
1525
Johnson Financial Group LLC (Colorado)
Colorado
$523K -$330K -5,934 -39%
59 60
61
62 63