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Wells Fargo
WFC

Overview Fund Activity

1,939 hedge funds and large institutions have $211B invested in Wells Fargo in 2016 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 596 increasing their positions, 981 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,939
Holders Change
+55
Holders Change %
+2.92%
% of All Funds
48.55%
Holding in Top 10
300
Holding in Top 10 Change
+102
Holding in Top 10 Change %
+51.52%
% of All Funds
7.51%
New
230
Increased
596
Reduced
981
Closed
137
Calls
$3.24B
Puts
$3.44B
Net Calls
-$198M
Net Calls Change
+$600M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.43B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.15B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$1.01B
4
State Street
State Street
Massachusetts
+$962M
5
Bank of America
Bank of America
North Carolina
+$810M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1B
2
MTB
Mizuho Trust & Banking
Japan
-$347M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$307M
4
SA
SQ Advisors
Florida
-$305M
5
Capital World Investors
Capital World Investors
California
-$301M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
676
Pinnacle Financial Partners
Tennessee
$7.7M +$1.78M +32,291 +30%
CCM
677
Channing Capital Management
Illinois
$7.68M -$3.7M -67,093 -32%
NP
678
NS Partners
United Kingdom
$7.67M -$537K -9,745 -7%
EWM
679
Evercore Wealth Management
New York
$7.67M -$707K -12,827 -8%
SIC
680
SFE Investment Counsel
California
$7.6M +$2M +36,620 +36%
FBP
681
Flippin Bruce & Porter
Virginia
$7.58M +$423K +7,679 +6%
SC
682
Spindletop Capital
New York
$7.58M -$689K -12,500 -8%
PCI
683
Pacifica Capital Investments
Texas
$7.53M -$2.82M -51,255 -27%
SSA
684
South Street Advisors
New York
$7.51M -$2.48M -45,070 -25%
TRCT
685
Tower Research Capital (TRC)
New York
$7.49M +$6.81M +123,618 +1,013%
BPB
686
Badgley, Phelps & Bell
Washington
$7.48M -$36.8K -668 -0.5%
CW
687
Cobiz Wealth
Colorado
$7.45M -$90.1K -1,634 -1%
CAN
688
Cetera Advisor Networks
California
$7.44M -$4.15M -75,119 -36%
JAM
689
JCIC Asset Management
Ontario, Canada
$7.44M -$1.52M -27,625 -17%
ECM
690
Exchange Capital Management
Michigan
$7.43M +$46.5K +844 +0.6%
NEI
691
Northwest & Ethical Investments
Ontario, Canada
$7.43M -$277K -5,019 -4%
SRP
692
Saddle Road Partners
Nebraska
$7.43M +$540K +9,790 +8%
JIC
693
Johnson Investment Counsel
Ohio
$7.42M -$244K -4,420 -3%
FNFDCM
694
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.42M – – –
PMG
695
ProVise Management Group
Florida
$7.41M -$52.5K -952 -0.7%
SIC
696
Salem Investment Counselors
North Carolina
$7.4M -$3.57M -69,846 -33%
AIA
697
Allegis Investment Advisors
Idaho
$7.39M +$433K +7,855 +6%
AP
698
Appleton Partners
Massachusetts
$7.38M -$1.34M -24,267 -15%
GW
699
GW & Wade
Massachusetts
$7.33M +$62.4K +1,133 +0.9%
RA
700
Raffles Associates
New York
$7.32M -$1.27M -23,000 -15%
26 27
28
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