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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 %
DMC
1576
Drexel Morgan & Co
Pennsylvania
$453K +$67.2K +1,205 +17%
RIG
1577
Renaissance Investment Group
Massachusetts
$452K – – –
JWA
1578
JFS Wealth Advisors
Pennsylvania
$449K – – –
SIM
1579
Sprucegrove Investment Management
Ontario, Canada
$449K -$104K -187,400 -19%
HHC
1580
Hutchin Hill Capital
New York
$440K +$440K +7,900 New
SBWM
1581
Sunflower Bank Wealth Management
Arizona
$438K – – –
VWA
1582
V Wealth Advisors
Kansas
$438K +$93.7K +1,674 +27%
WCM
1583
Wallace Capital Management
Texas
$437K – – –
MFBTD
1584
MB Financial Bank - Trust Department
Illinois
$435K -$199K -3,571 -31%
LRPA
1585
L. Roy Papp & Associates
Arizona
$435K -$28.3K -508 -6%
IIA
1586
IPG Investment Advisors
California
$433K +$5.18K +93 +1%
FAN
1587
Financial Advisors Network
California
$432K -$3.03K -57 -0.7%
GWS
1588
Glassman Wealth Services
Virginia
$431K -$456K -8,204 -51%
SMC
1589
Smith, Moore & Co
Missouri
$429K -$155K -2,788 -27%
KA
1590
Kovack Advisors
Florida
$429K +$8.79K +158 +2%
AB
1591
AT Bancorp
Iowa
$428K -$278K -5,012 -39%
IHL
1592
Investment House LLC
California
$427K – – –
DDC
1593
DF Dent & Co
Maryland
$426K – – –
CAL
1594
Capital Analysts LLC
Pennsylvania
$426K +$12.6K +226 +3%
LTI
1595
Laffer Tengler Investments
Tennessee
$424K +$424K +7,623 New
Verition Fund Management
1596
Verition Fund Management
Connecticut
$424K -$328K -5,891 -44%
AB
1597
Atlas Brown
Kentucky
$424K -$86.1K -1,549 -17%
MSFP
1598
Mark Sheptoff Financial Planning
Connecticut
$423K +$56 +1 +0%
PFO
1599
Pathstone Family Office
New Jersey
$420K -$56.3K -1,013 -12%
BIAS
1600
Beacon Investment Advisory Services
New Jersey
$419K – – –
62 63
64
65 66