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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 %
HL
1601
HeadInvest LLC
Maine
$417K -$14.1K -253 -3%
BCM
1602
Bourgeon Capital Management
Connecticut
$417K – – –
PIA
1603
Peachtree Investment Advisors
Georgia
$414K +$5.56K +100 +1%
HCM
1604
Highbridge Capital Management
New York
$414K +$414K +7,438 New
PLFAM
1605
Pineno Levin & Ford Asset Management
Virginia
$413K -$12.9K -232 -3%
GC
1606
Grimes & Company
Massachusetts
$413K +$56.3K +1,012 +16%
AF
1607
Affiance Financial
Minnesota
$410K -$2.78K -50 -0.7%
RPAM
1608
Rhenman & Partners Asset Management
Sweden
$407K +$66.1K +1,187 +19%
CFP
1609
Cornerstone Financial Partners
North Carolina
$402K -$190K -3,409 -32%
UWPG
1610
Ullmann Wealth Partners Group
Florida
$399K +$399K +7,175 New
TCOO
1611
Trust Company of Oklahoma
Oklahoma
$398K -$18.9K -340 -5%
RMCM
1612
Reynders McVeigh Capital Management
Massachusetts
$395K -$22.3K -400 -5%
HS
1613
Huntington Steele
Pennsylvania
$392K +$8.12K +146 +2%
FWP
1614
FAS Wealth Partners
Kansas
$391K +$24.3K +437 +7%
BFG
1615
Bouchey Financial Group
New York
$390K +$18.3K +329 +5%
PM
1616
Parametrica Management
Hong Kong
$390K +$390K +6,999 New
DE
1617
Day & Ennis
Georgia
$388K +$11.1K +200 +3%
FMC
1618
First Merchants Corp
Indiana
$386K -$9.95K -179 -3%
BMCM
1619
Bryn Mawr Capital Management
Pennsylvania
$385K +$28K +504 +8%
WIP
1620
Wellesley Investment Partners
Massachusetts
$384K – – –
PA
1621
Probity Advisors
Texas
$384K +$28.6K +514 +8%
GMA
1622
Goldstein Munger & Associates
California
$384K +$111K +2,000 +41%
RP
1623
Riverbridge Partners
Minnesota
$383K -$10.3K -185 -3%
SPWA
1624
SteelBridge Private Wealth Advisors
Florida
$383K +$8.13K +146 +2%
JWBC
1625
J.W. Burns & Co
New York
$380K -$13.9K -250 -4%
63 64
65
66 67