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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 %
DPA
1876
Delphi Private Advisors
California
$31K -$29.6K -530 -49%
CFD
1877
Creative Financial Designs
Indiana
$30K -$10.5K -187 -26%
NCM
1878
New Capital Management
Texas
$29K – – –
TIM
1879
Tortoise Investment Management
New York
$29K +$12.4K +224 +75%
RBC
1880
Roble Belko & Company
Pennsylvania
$28K -$12.6K -230 -31%
OCM
1881
Oakview Capital Management
Texas
$28K – – –
Financial Engines Advisors
1882
Financial Engines Advisors
California
$25K +$674 +12 +3%
MWM
1883
MinichMacGregor Wealth Management
New York
$25K +$655 +12 +3%
TCM
1884
TD Capital Management
Tennessee
$24K – – –
HWM
1885
Holloway Wealth Management
Florida
$23K -$23K – –
HDIM
1886
Hanson & Doremus Investment Management
Vermont
$22K -$10.7K -195 -33%
CAL
1887
Capital Advisors Ltd
Ohio
$22K – – –
JIR
1888
James Investment Research
Ohio
$22K +$22K +400 New
FFW
1889
Fusion Family Wealth
New York
$18K -$15.4K -274 -46%
OFS
1890
Orrstown Financial Services
Pennsylvania
$18K -$4.21K -76 -19%
LWA
1891
Lenox Wealth Advisors
New York
$17K – – –
AAF
1892
Andra AP-fonden
Sweden
$16.2K -$868 -15,600 -5%
NYLT
1893
New York Life Trust
New York
$16K -$159K -2,875 -91%
HFM
1894
Harvest Fund Management
China
$15K – – –
SMFG
1895
Sumitomo Mitsui Financial Group
Japan
$14K +$14K +250 New
FA
1896
Fortis Advisors
Pennsylvania
$12K +$12K +200 New
SFG
1897
SevenBridge Financial Group
Pennsylvania
$11K – – –
CP
1898
Corbenic Partners
Pennsylvania
$11K – – –
WAP
1899
Wealthcare Advisory Partners
Pennsylvania
$11K – – –
GWA
1900
Guidant Wealth Advisors
Illinois
$11K – – –
74 75
76
77 78