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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 %
SEIA
1826
Signature Estate & Investment Advisors
California
$124K +$124K +2,233 New
ACM
1827
Armbruster Capital Management
New York
$122K -$12.4K -223 -9%
LWM
1828
LBA Wealth Management
Florida
$116K +$222 +4 +0.2%
FPF
1829
FNY Partners Fund
New York
$111K -$67.7K -1,219 -38%
BRC
1830
Bell Rock Capital
Delaware
$108K +$168 +3 +0.2%
PFGIA
1831
Patriot Financial Group Insurance Agency
Massachusetts
$105K +$5.78K +105 +6%
CWM
1832
Catamount Wealth Management
Connecticut
$104K +$5.55K +100 +6%
CBT
1833
Central Bank & Trust
Kentucky
$103K -$153K -2,749 -60%
SA
1834
SRH Advisors
Kansas
$103K – – –
BKA
1835
Brick & Kyle Associates
Pennsylvania
$103K +$8.98K +162 +10%
CHP
1836
Cable Hill Partners
Oregon
$102K -$27.3K -494 -21%
AC
1837
Alexandria Capital
Virginia
$102K +$335 +6 +0.3%
SGAM
1838
Smith Group Asset Management
Texas
$101K +$3.89K +70 +4%
First Eagle Investment Management
1839
First Eagle Investment Management
New York
$100K – – –
LWM
1840
Lenox Wealth Management
Ohio
$93K -$60K -1,076 -39%
MCA
1841
Mercer Capital Advisers
New Jersey
$85K – – –
MUS
1842
Mitsubishi UFJ Securities
Japan
$83K -$66.3K -1,190 -44%
IIC
1843
Integrated Investment Consultants
Michigan
$83K +$56 +1 +0.1%
PHK
1844
Point72 Hong Kong
Hong Kong
$79K -$326K -5,824 -80%
AAC
1845
Asset Advisors Corp
Georgia
$77K – – –
SA
1846
SpiderRock Advisors
Delaware
$77K – – –
WIM
1847
Westside Investment Management
California
$76.7K -$3.52K -64 -4%
CWM
1848
Cranbrook Wealth Management
Michigan
$75K – – –
WP
1849
WealthPLAN Partners
Nebraska
$74.3K +$74.3K +1,351 New
CFA
1850
CT Financial Advisors
Pennsylvania
$73.6K -$1K -18 -1%
72 73
74
75 76