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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 %
MHS
1551
M Holdings Securities
Oregon
$491K -$102K -1,829 -17%
SBSB
1552
Sullivan, Bruyette, Speros & Blaney
Virginia
$490K -$12.6K -227 -3%
CB
1553
Chemical Bank
Michigan
$488K -$24.2K -435 -5%
LCS
1554
Levin Capital Strategies
New York
$486K -$278K -5,000 -36%
FRM
1555
Fox Run Management
Connecticut
$484K +$484K +8,700 New
TAM
1556
Trillium Asset Management
Massachusetts
$483K -$893K -16,028 -65%
TCB
1557
Texas Capital Bancshares
Texas
$482K – – –
NA
1558
Nottingham Advisors
New York
$480K +$10.6K +190 +2%
BIM
1559
Barton Investment Management
Pennsylvania
$478K – – –
GS
1560
Girard Securities
California
$475K +$31.5K +566 +7%
BWM
1561
Bernicke Wealth Management
Wisconsin
$474K -$440K -7,902 -48%
AZA
1562
Arthur Zaske & Associates
Michigan
$474K -$139K -2,495 -23%
CC
1563
Colrain Capital
Massachusetts
$473K – – –
GAM
1564
Gould Asset Management
California
$472K -$12.7K -228 -3%
OIA
1565
Optimum Investment Advisors
Illinois
$468K -$94.6K -1,700 -17%
ARMC
1566
American Research & Management Company
Massachusetts
$468K -$27.9K -500 -6%
HK
1567
Horizon Kinetics
New York
$467K +$13.2K +237 +3%
GWCM
1568
Godshalk Welsh Capital Management
Pennsylvania
$462K – – –
CBA
1569
Coastal Bridge Advisors
Connecticut
$462K +$462K +8,300 New
BMC
1570
Benin Management Corp
Connecticut
$460K -$22.2K -400 -5%
MA
1571
Marshwinds Advisory
Georgia
$459K -$34.4K -617 -7%
PFA
1572
Pure Financial Advisors
California
$459K -$4.23K -76 -0.9%
PHAM
1573
Palisades Hudson Asset Management
Florida
$458K – – –
FC
1574
FCA Corp
Texas
$454K – – –
EWA
1575
Exencial Wealth Advisors
Oklahoma
$453K -$314K -6,025 -41%
61 62
63
64 65