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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 %
VCAM
1526
Van Cleef Asset Management
Ohio
$522K -$16.7K -300 -3%
WA
1527
WBH Advisory
Maryland
$521K -$84.6K -1,522 -14%
NL
1528
NWAM LLC
Washington
$521K +$77.6K +1,393 +17%
BFA
1529
Beaumont Financial Advisors
Massachusetts
$520K +$215K +3,865 +71%
RBC
1530
Ronald Blue & Co
Georgia
$519K +$13.8K +248 +3%
MIHAS
1531
Maj Invest Holding A/S
Denmark
$518K – – –
SFM
1532
Systematic Financial Management
New Jersey
$515K – – –
CWM
1533
Cornerstone Wealth Management
Missouri
$513K +$125K +2,270 +32%
IWA
1534
IBEX Wealth Advisors
New Jersey
$512K +$487K +8,852 +1,945%
SFP
1535
Shepherd Financial Partners
Massachusetts
$511K +$11K +200 +2%
BCA
1536
Bray Capital Advisors
Florida
$510K -$1.97M -35,440 -79%
PFC
1537
Phocas Financial Corp
California
$510K – – –
TI
1538
Trexquant Investment
Connecticut
$507K -$1.28M -23,000 -72%
PWAM
1539
Park West Asset Management
California
$507K +$507K +9,100 New
LP
1540
LGL Partners
Pennsylvania
$504K -$55.7K -1,000 -10%
KP
1541
Keel Point
Alabama
$501K -$43.1K -774 -8%
WHRC
1542
W.H. Reaves & Co
New Jersey
$501K – – –
OAM
1543
Occidental Asset Management
California
$499K – – –
KSA
1544
Ken Stern & Associates
California
$499K +$216 +4 +0%
LPIC
1545
LeJeune Puetz Investment Counsel
Michigan
$499K +$23.7K +425 +5%
HHGA
1546
Halbert Hargrove Global Advisors
California
$498K -$38.3K -688 -7%
GBT
1547
Grove Bank & Trust
Florida
$498K +$96.9K +1,740 +24%
IIC
1548
Ironwood Investment Counsel
Arizona
$497K +$5.84K +105 +1%
AIM
1549
Arcadia Investment Management
Michigan
$494K +$44.5K +800 +10%
CCM
1550
Compass Capital Management
Minnesota
$493K -$588K -10,560 -54%
60 61
62
63 64