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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 %
SCG
1651
Sonata Capital Group
Washington
$345K -$55.6K -1,000 -14%
CCM
1652
Cribstone Capital Management
Maine
$345K +$493 +9 +0.1%
FPS
1653
Fieldpoint Private Securities
Connecticut
$344K +$344K +6,177 New
WWM
1654
Willingdon Wealth Management
North Carolina
$343K +$12.7K +229 +4%
CCP
1655
Clarkston Capital Partners
Michigan
$342K -$2.67M -48,000 -89%
WAS
1656
WESPAC Advisors SoCal
California
$339K -$2.33M -41,926 -87%
KF
1657
Krilogy Financial
Missouri
$338K – – –
RCM
1658
RB Capital Management
Nevada
$336K -$30.6K -550 -8%
BWFM
1659
Bridgewater Wealth & Financial Management
Maryland
$334K – – –
AAS
1660
Annex Advisory Services
Wisconsin
$334K +$18.1K +325 +6%
SOADOR
1661
State of Alaska Department of Revenue
Alaska
$334K +$334K +6,005 New
FNBOH
1662
First National Bank of Hutchinson
Kansas
$333K -$20.2K -363 -6%
VAM
1663
Verity Asset Management
North Carolina
$331K +$331K +5,954 New
TIM
1664
Thompson Investment Management
Wisconsin
$328K -$141K -2,538 -30%
WSCM
1665
Wellington Shields Capital Management
New York
$328K -$69.6K -1,250 -18%
CCFCSB
1666
Cape Cod Five Cents Savings Bank
Massachusetts
$328K – – –
VC
1667
Vicus Capital
Pennsylvania
$327K -$10.4K -186 -3%
CAM
1668
Concorde Asset Management
Michigan
$325K +$58.8K +1,057 +22%
TF
1669
Tompkins Financial
New York
$324K -$1.8M -32,324 -85%
DHFB
1670
Dixon Hubard Feinour & Brown
Virginia
$323K +$16.7K +300 +5%
GA
1671
Greytown Advisors
Florida
$316K +$27.5K +494 +10%
SFI
1672
SPC Financial Inc
Maryland
$315K -$44.5K -800 -12%
DTL
1673
Dynamic Technology Lab
Singapore
$314K +$314K +5,650 New
EFSCE
1674
Enterprise Financial Services Corp (EFSC)
Missouri
$313K -$5.4K -97 -2%
SIC
1675
Sigma Investment Counselors
Michigan
$313K -$56 -1 -0%
65 66
67
68 69