WFC icon

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 %
SAM
751
Silvercrest Asset Management
New York
$6.17M -$59K -1,070 -0.9%
WFMPM
752
Woodley Farra Manion Portfolio Management
Indiana
$6.16M +$884K +16,050 +17%
WJA
753
Williams Jones & Associates
New York
$6.12M -$394K -7,146 -6%
IA
754
IFP Advisors
Florida
$6.11M +$320K +5,809 +6%
PTC
755
Private Trust Company
Ohio
$6.09M -$96.3K -1,748 -2%
EOJOAM
756
E. Ohman J:or Asset Management
Sweden
$6.09M +$419K +7,600 +7%
RCA
757
Rowland Carmichael Advisors
Arizona
$6.09M -$3.42K -62 -0.1%
MYLI
758
Meiji Yasuda Life Insurance
Japan
$6.07M -$1.74M -31,560 -22%
AIP
759
Ameritas Investment Partners
Nebraska
$6.04M -$1.55M -28,134 -20%
GHA
760
GW Henssler & Associates
Georgia
$6.02M -$569K -10,326 -9%
ACP
761
Ashfield Capital Partners
California
$6.01M -$624K -11,318 -9%
LPL Financial
762
LPL Financial
California
$6.01M +$643K +11,485 +12%
LA
763
Lynch & Associates
Indiana
$5.98M +$408K +7,404 +7%
DBT
764
Dubuque Bank & Trust
Iowa
$5.96M +$147K +2,675 +3%
IFAM
765
Institutional & Family Asset Management
Colorado
$5.95M +$396K +7,187 +7%
ONB
766
Old National Bancorp
Indiana
$5.94M -$23.7M -430,068 -80%
AC
767
AFAM Capital
Texas
$5.9M -$48.9K -887 -0.8%
BFA
768
Bragg Financial Advisors
North Carolina
$5.89M +$51.5K +934 +0.9%
BHWM
769
Bar Harbor Wealth Management
New Hampshire
$5.88M +$11.3K +205 +0.2%
PGFC
770
Peapack-Gladstone Financial Corp
New Jersey
$5.86M -$420K -7,622 -7%
SCM
771
Schnieders Capital Management
California
$5.85M +$368K +6,685 +7%
ISB
772
Iowa State Bank
Iowa
$5.83M +$21K +381 +0.4%
CIA
773
Choate Investment Advisors
Massachusetts
$5.8M -$141K -2,567 -2%
NPF
774
Norris Perne & French
Michigan
$5.77M -$136K -2,461 -2%
CONA
775
Capital One National Association
New York
$5.77M -$6.11M -110,849 -51%
29 30
31
32 33