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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 %
CNB
1726
Camden National Bank
Maine
$264K – – –
NCM
1727
Noesis Capital Mangement
Florida
$262K +$44.4K +800 +20%
MSS
1728
Mitchell Sinkler & Starr
Pennsylvania
$262K +$262K +4,710 New
FCB
1729
First Command Bank
Texas
$261K +$40.5K +727 +18%
FCFS
1730
First Command Financial Services
Texas
$261K +$40.5K +727 +18%
FA
1731
FCG Advisors
New Jersey
$261K +$55.8K +1,003 +27%
TCM
1732
Tradewinds Capital Management
Washington
$259K -$206K -3,707 -44%
SHJ
1733
Sharkey, Howes & Javer
Colorado
$259K -$46.9K -844 -15%
WFG
1734
Windsor Financial Group
Minnesota
$259K – – –
ATC
1735
Adirondack Trust Company
New York
$258K -$1.11K -20 -0.4%
SHWM
1736
Smith & Howard Wealth Management
Georgia
$257K – – –
BTIS
1737
BB&T Investment Services
North Carolina
$253K +$50.9K +921 +25%
AAM
1738
American Asset Management
Florida
$252K -$6.96K -125 -3%
AIM
1739
Allen Investment Management
New York
$251K -$242K -4,350 -49%
NFG
1740
Nations Financial Group
Iowa
$251K +$47.7K +858 +23%
MWM
1741
Marietta Wealth Management
Georgia
$248K +$6.28K +113 +3%
EA
1742
Elm Advisors
California
$248K +$39K +700 +19%
BCM
1743
Baltimore Capital Management
Maryland
$248K +$248K +4,450 New
BWA
1744
Burt Wealth Advisors
Maryland
$247K -$11.1K -200 -4%
HPWM
1745
Highland Private Wealth Management
Washington
$247K -$1.78K -32 -0.7%
WPIC
1746
White Pine Investment Company
Michigan
$245K -$16.7K -300 -6%
ICM
1747
IMS Capital Management
Oregon
$241K -$1.14M -20,390 -83%
PCFFS
1748
Pacific Center for Financial Services
California
$238K -$15.4K -276 -6%
SIAS
1749
Shine Investment Advisory Services
Colorado
$237K +$237K +4,263 New
GBBWRPM
1750
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$236K -$277K -4,978 -54%
68 69
70
71 72