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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 %
CP
1901
Corbenic Partners
Pennsylvania
$11K – – –
NC
1902
NewSquare Capital
Pennsylvania
$10K -$22.1K -386 -69%
DSN
1903
D. Scott Neal
Kentucky
$10K – – –
AA
1904
AlphaMark Advisors
Kentucky
$9K – – –
LYV
1905
Live Your Vision
Pennsylvania
$8K – – –
JAM
1906
Jolley Asset Management
North Carolina
$8K – – –
FMP
1907
Financial Management Professionals
Texas
$8K +$8K +160 New
SSA
1908
South Street Advisors
New York
$7.22K -$361 -6,490 -5%
VIA
1909
Vantage Investment Advisors
Pennsylvania
$7K -$11.3K -195 -62%
HWP
1910
Hefty Wealth Partners
Indiana
$7K – – –
SIA
1911
SeaBridge Investment Advisors
New Jersey
$7K +$7K +120 New
Walleye Trading
1912
Walleye Trading
New York
$5.01K +$1.78K +31,975 +55%
KLWA
1913
Kelly Lawrence W & Associates
California
$5K – – –
MAS
1914
Madden Advisory Services
Florida
$5K +$5K +100 New
CT
1915
Chicago Trust
Illinois
$3.08K -$492 -8,830 -14%
AUB
1916
Atlantic Union Bankshares
Virginia
$2.84K +$19 +336 +0.7%
SLF
1917
Sun Life Financial
Ontario, Canada
$2.43K +$18 +1 +0.7%
TFA
1918
Transamerica Financial Advisors
Florida
$2K -$467 -7 -19%
CFN
1919
Cordasco Financial Network
Florida
$2K +$2K +33 New
GVT
1920
Genesee Valley Trust
New York
$1.64K -$271 -4,863 -14%
NDSI
1921
Newman Dignan & Sheerar Inc
Rhode Island
$1.43K -$89 -1,600 -6%
WCM
1922
Wealthcare Capital Management
Virginia
$1K – – –
Millennium Management
1923
Millennium Management
New York
– -$117M -2,128,043 Closed
ECM
1924
Element Capital Management
New York
– -$88M -1,597,310 Closed
ECA
1925
Endeavour Capital Advisors
Connecticut
– -$76.3M -1,383,865 Closed
75 76
77
78 79