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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 %
MPM
1751
Meritage Portfolio Management
Kansas
$234K -$60.8K -1,094 -21%
RIG
1752
Roosevelt Investment Group
New York
$234K -$9.23K -166 -4%
MCMT
1753
Moon Capital Management (Tennessee)
Tennessee
$232K +$232K +4,163 New
HW
1754
Hancock Whitney
Mississippi
$231K -$135K -2,427 -37%
UBG
1755
United Bank (Georgia)
Georgia
$231K -$34.3K -616 -13%
PCA
1756
Peddock Capital Advisors
Massachusetts
$231K – – –
HCM
1757
Hilton Capital Management
New York
$230K -$358K -6,435 -61%
CIM
1758
Confluence Investment Management
Missouri
$229K +$556 +10 +0.2%
BST
1759
Bath Savings Trust
Maine
$228K -$83.1K -1,495 -27%
CC
1760
Cedar Capital
Illinois
$227K +$227K +4,081 New
BFIM
1761
Beese Fulmer Investment Management
Ohio
$226K -$44.3K -794 -16%
FMTCOCP
1762
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$226K +$2.78K +50 +1%
ACM
1763
AUA Capital Management
Pennsylvania
$225K -$272K -4,901 -55%
CCMW
1764
Cypress Capital Management (Wyoming)
Wyoming
$223K – – –
BC
1765
Blueport Capital
Texas
$223K +$107K +1,923 +92%
BCM
1766
Barometer Capital Management
Ontario, Canada
$223K +$223K +4,000 New
CIAN
1767
Capstone Investment Advisors (Netherlands)
New York
$222K -$20.9K -375 -9%
GIM
1768
Goelzer Investment Management
Indiana
$221K -$184K -3,300 -45%
BA
1769
Bristlecone Advisors
Washington
$221K -$16.3K -294 -7%
CCS
1770
Crosspoint Capital Strategies
California
$221K +$111K +2,000 +100%
CCT
1771
Capital City Trust
Florida
$220K +$220K +3,960 New
SMH
1772
Sanders Morris Harris
Texas
$219K -$2.23K -40 -1%
CC
1773
Cornerstone Capital
California
$219K – – –
SIAP
1774
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$219K +$35.3K +635 +19%
MC
1775
Montag & Caldwell
Georgia
$217K – – –
69 70
71
72 73