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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 %
CM
1776
Cornerstone Management
Georgia
$217K -$122K -2,194 -36%
HR
1777
Howe & Rusling
New York
$216K +$16.7K +300 +8%
CFA
1778
Cahill Financial Advisors
Minnesota
$215K +$1.11K +20 +0.5%
MCM
1779
Mitchell Capital Management
Kansas
$214K +$214K +3,851 New
CAI
1780
Capital Advisors Inc
Oklahoma
$213K -$8.9M -159,672 -98%
REMPR
1781
Roof Eidam Maycock Peralta (REMP)
California
$212K – – –
DA
1782
Dillon & Associates
Michigan
$211K +$211K +3,775 New
CAM
1783
Close Asset Management
United Kingdom
$211K +$211K +3,800 New
WCM
1784
Wedge Capital Management
North Carolina
$210K +$3.46K +62 +2%
MCM
1785
Maple Capital Management
Vermont
$209K -$27.8K -500 -12%
HC
1786
Hourglass Capital
Texas
$209K – – –
CFG
1787
CKW Financial Group
Hawaii
$208K – – –
QSS
1788
Quantitative Systematic Strategies
Florida
$207K -$755K -13,593 -78%
NCM
1789
Nelson Capital Management
California
$207K – – –
OAM
1790
Oberweis Asset Management
Illinois
$207K +$56 +1 +0%
GC
1791
Garde Capital
Washington
$206K -$2.78K -50 -1%
SCM
1792
Stonebridge Capital Management
California
$205K – – –
CWM
1793
Cedar Wealth Management
California
$203K +$10.7K +193 +6%
BC
1794
Banced Corp
Illinois
$203K +$203K +3,649 New
BFM
1795
Boothbay Fund Management
New York
$202K -$305K -5,480 -60%
SJL
1796
Shayne & Jacobs LLC
Tennessee
$202K – – –
AIA
1797
Affinity Investment Advisors
California
$200K -$137K -2,460 -41%
BOS
1798
Bank of Stockton
California
$200K +$200K +3,600 New
OSNBOA
1799
Old Second National Bank of Aurora
Illinois
$192K – – –
VCM
1800
Versant Capital Management
Arizona
$192K +$16.5K +296 +9%
70 71
72
73 74