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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 %
CWM
1676
Cabot Wealth Management
Massachusetts
$313K – – –
RCM
1677
Rockshelter Capital Management
Pennsylvania
$312K – – –
LFR
1678
Lehman Financial Resources
Pennsylvania
$311K -$27.8K -500 -8%
PHS
1679
Pekin Hardy Strauss
Illinois
$308K – – –
CHAM
1680
Clear Harbor Asset Management
Connecticut
$307K +$20.3K +364 +7%
DCM
1681
Dimension Capital Management
Florida
$307K +$307K +5,518 New
VHAM
1682
Van Hulzen Asset Management
California
$306K -$239K -4,300 -44%
SC
1683
Saybrook Capital
North Carolina
$306K – – –
BAAM
1684
Baker Avenue Asset Management
California
$301K +$33.3K +597 +12%
IA
1685
Independence Advisors
Pennsylvania
$299K +$558 +10 +0.2%
MCM
1686
MV Capital Management
Maryland
$298K -$14.1K -254 -5%
GKWIM
1687
Gerber Kawasaki Wealth & Investment Management
California
$297K -$42.9K -780 -13%
PTC
1688
Philadelphia Trust Company
Pennsylvania
$297K +$334 +6 +0.1%
RP
1689
Rowlandmiller & Partners
Georgia
$297K – – –
AAM
1690
AR Asset Management
California
$295K – – –
JIP
1691
Jaffetilchin Investment Partners
Florida
$295K +$295K +5,303 New
EDRIA
1692
Edmonds Duncan Registered Investment Advisors
Kansas
$295K +$295K +5,417 New
BIA
1693
Biondo Investment Advisors
Pennsylvania
$293K +$52.5K +1,100 +22%
CG
1694
Colony Group
Massachusetts
$292K +$15.9K +285 +6%
SC
1695
Schulhoff & Co
Ohio
$290K +$74.8K +1,346 +35%
NFC
1696
Northeast Financial Consultants
Connecticut
$289K – – –
IP
1697
Investment Partners
Ohio
$289K +$289K +5,194 New
SGA
1698
Strategic Global Advisors
California
$288K – – –
CFS
1699
Commonwealth Financial Services
West Virginia
$284K -$4.4K -80 -2%
RGNCM
1700
R.G. Niederhoffer Capital Management
New York
$284K +$284K +5,100 New
66 67
68
69 70