WFC icon

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 %
BWM
1801
Baystate Wealth Management
Massachusetts
$184K +$102K +1,926 +126%
IF
1802
Ironwood Financial
Arizona
$180K -$22.5K -404 -11%
GIC
1803
GFI Investment Counsel
Ontario, Canada
$179K -$428K -7,701 -70%
GAM
1804
Gemmer Asset Management
California
$176K -$18.7K -336 -10%
CCM
1805
Cutler Capital Management
Massachusetts
$172K -$388K -7,000 -69%
SC
1806
SRB Corp
Massachusetts
$172K -$7.5K -135 -4%
VIMU
1807
Veritas Investment Management (UK)
United Kingdom
$169K -$46.6K -840 -22%
AOWM
1808
Alpha Omega Wealth Management
Virginia
$167K +$14.3K +258 +9%
WAM
1809
Watermark Asset Management
California
$158K +$158K +2,832 New
KFA
1810
Kays Financial Advisory
Georgia
$154K – – –
WAS
1811
Winch Advisory Services
Wisconsin
$153K +$999 +18 +0.7%
VCM
1812
Vigilant Capital Management
Maine
$152K -$5.41K -97 -3%
JT
1813
Jump Trading
Illinois
$152K +$152K +2,737 New
IP
1814
Intellectus Partners
California
$151K – – –
TDC
1815
Thompson Davis & Co
Virginia
$150K -$6.33K -114 -4%
BCI
1816
Brinker Capital Investments
Pennsylvania
$150K -$2.84K -51 -2%
HCM
1817
Highlander Capital Management
New Jersey
$149K – – –
TAM
1818
Trust Asset Management
Texas
$145K – – –
MIC
1819
MU Investments Company
Japan
$139K -$31.9K -570 -19%
MMH
1820
Menora Mivtachim Holdings
Israel
$139K – – –
GI
1821
Gradient Investments
Minnesota
$139K +$51.3K +921 +59%
AFIA
1822
America First Investment Advisors
Nebraska
$134K +$51.4K +925 +62%
MWM
1823
Mascoma Wealth Management
New Hampshire
$127K -$22.7K -407 -15%
FWM
1824
Focused Wealth Management
New York
$125K -$11.3K -203 -8%
WC
1825
Whitnell & Co
Illinois
$125K -$5.34K -96 -4%
71 72
73
74 75