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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 %
PO
1851
Private Ocean
California
$69K -$69K -1,236 -50%
TCCM
1852
Timber Creek Capital Management
Massachusetts
$68K +$13.7K +246 +25%
HCC
1853
Hirtle Callaghan & Co
Pennsylvania
$66K – – –
M
1854
MOTCO
Texas
$65K +$2.28K +41 +4%
ABA
1855
American Beacon Advisors
Texas
$61.9K +$61.9K +1,112 New
RFWA
1856
RPg Family Wealth Advisory
Massachusetts
$61.6K +$26.5K +477 +76%
RPG
1857
Risk Paradigm Group
Texas
$60.2K – – –
PG
1858
Patten Group
Tennessee
$60K – – –
WAM
1859
Westport Asset Management
Connecticut
$56K – – –
PIM
1860
Parasol Investment Management
Illinois
$56K – – –
BIG
1861
Bellwether Investment Group
Tennessee
$53K -$234K -4,235 -82%
MCM
1862
Manchester Capital Management
Vermont
$53K -$10.7K -191 -17%
KKAMG
1863
Kernodle & Katon Asset Management Group
Arkansas
$51K +$56 +1 +0.1%
DOA
1864
D'Orazio & Associates
Virginia
$51K +$168 +3 +0.3%
AIS
1865
Accurate Investment Solutions
Pennsylvania
$50K -$28K -499 -36%
APSP
1866
Asset Planning Services (Pennsylvania)
Pennsylvania
$48K +$166 +3 +0.3%
QFA
1867
Quattro Financial Advisors
Texas
$46.3K +$46.3K +832 New
RI
1868
Redwood Investments
Massachusetts
$45K – – –
IR
1869
Invictus RG
Bermuda
$44K +$44K +785 New
CFA
1870
Camarda Financial Advisors
Florida
$43K -$47.5K -863 -52%
SCA
1871
Stuart Chaussee & Associates
California
$42K +$6.02K +107 +17%
IUHSA
1872
Itau Unibanco Holding S.A.
Brazil
$40K +$40K +710 New
TRCT
1873
Tower Research Capital (TRC)
New York
$37K -$7.45M -135,153 -100%
RAM
1874
Riggs Asset Management
Pennsylvania
$37K -$7.8K -139 -17%
IP
1875
Isthmus Partners
Wisconsin
$33K – – –
73 74
75
76 77