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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 %
FI
1701
FormulaFolio Investments
Michigan
$283K -$38.2K -686 -12%
ACP
1702
Aveo Capital Partners
Colorado
$282K -$250K -4,483 -47%
PGA
1703
Portland Global Advisors
Maine
$282K – – –
NFGCM
1704
Norman Fields Gottscho Capital Management
New York
$281K -$6.12K -110 -2%
AWM
1705
AllSquare Wealth Management
New York
$280K -$125K -2,250 -31%
SIG
1706
Sky Investment Group
Connecticut
$279K -$34.5K -620 -11%
WSC
1707
Wellington Shields & Co
New York
$279K +$279K +5,013 New
FAG
1708
Financial Advisory Group
Texas
$278K -$38.7K -695 -12%
EC
1709
EJF Capital
Virginia
$278K – – –
WI
1710
Wedgewood Investors
Pennsylvania
$278K – – –
WA
1711
Winfield Associates
Ohio
$278K +$13.4K +241 +5%
TCM
1712
Tributary Capital Management
Nebraska
$278K +$278K +5,000 New
FPCP
1713
Fort Point Capital Partners
California
$277K +$32K +575 +13%
WA
1714
WealthTrust-Arizona
Arizona
$275K – – –
JGIA
1715
Jackson Grant Investment Advisers
Connecticut
$274K +$1.33K +24 +0.5%
AF
1716
Aldebaran Financial
$272K -$21.8K -392 -7%
AHC
1717
Anderson Hoagland & Co
Missouri
$272K – – –
KL
1718
Kinsight LLC
Alabama
$272K – – –
SAM
1719
Smithbridge Asset Management
Pennsylvania
$271K – – –
CBTWT
1720
Community Bank & Trust (Waco, Texas)
Texas
$270K – – –
B
1721
Bridgeworth
Alabama
$268K +$45.8K +830 +21%
BW
1722
Biegel & Waller
Maryland
$266K -$5.57K -100 -2%
DW
1723
Domani Wealth
Pennsylvania
$266K – – –
PL
1724
Parthenon LLC
Kentucky
$264K -$29K -522 -10%
WMG
1725
WESCAP Management Group
California
$264K – – –
67 68
69
70 71