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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 %
MAM
1626
Martingale Asset Management
Massachusetts
$379K -$2.67M -47,970 -88%
AW
1627
Alpha Windward
Massachusetts
$378K -$6.69K -120 -2%
I2I
1628
Insight 2811 Inc
Illinois
$377K +$30.7K +551 +9%
BFS
1629
Baskin Financial Services
Ontario, Canada
$376K – – –
KFP
1630
Keystone Financial Planning
Ohio
$376K +$2.17K +39 +0.6%
TCM
1631
Telos Capital Management
California
$373K +$10.7K +193 +3%
CYG
1632
Clean Yield Group
Vermont
$373K +$26.6K +478 +8%
TSW
1633
Thompson Siegel & Walmsley
Virginia
$370K -$768K -13,790 -67%
HIC
1634
Harvey Investment Company
Kentucky
$369K – – –
RIA
1635
Regal Investment Advisors
Michigan
$369K +$49.1K +881 +15%
AAM
1636
Aureus Asset Management
Massachusetts
$369K +$79K +1,470 +27%
CAM
1637
Congress Asset Management
Massachusetts
$368K -$8.36K -150 -2%
Aristotle Capital Management
1638
Aristotle Capital Management
California
$367K – – –
SNBOSD
1639
Security National Bank of So Dak
Iowa
$362K +$4.18K +75 +1%
STMM
1640
South Texas Money Management
Texas
$361K -$85.7K -1,540 -19%
OFW
1641
Omnia Family Wealth
Florida
$361K -$37.7K -678 -9%
CVM
1642
Cheviot Value Management
California
$360K +$15.6K +281 +5%
BL
1643
Balentine LLC
Georgia
$360K +$36.6K +658 +11%
Members Trust
1644
Members Trust
Florida
$360K +$360K +6,471 New
RFM
1645
Royal Fund Management
Florida
$356K +$2.17K +39 +0.6%
NEPWA
1646
New England Private Wealth Advisors
Massachusetts
$355K +$940 +17 +0.3%
PCP
1647
Proficio Capital Partners
Massachusetts
$352K -$256K -4,822 -42%
William Blair Investment Management
1648
William Blair Investment Management
Illinois
$352K – – –
LC
1649
Lincoln Capital
Nebraska
$351K – – –
Kayne Anderson Rudnick Investment Management
1650
Kayne Anderson Rudnick Investment Management
California
$349K – – –
64 65
66
67 68