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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 %
CIA
776
Capital Investment Advisors
Georgia
$5.75M +$931K +16,888 +19%
PSC
777
Prentiss Smith & Co
Vermont
$5.74M -$5.65M -102,514 -50%
PTB
778
Pioneer Trust Bank
Oregon
$5.73M +$371K +6,730 +7%
UR
779
USCA RIA
Texas
$5.73M +$1.42M +25,843 +33%
VNA
780
Valley National Advisers
Pennsylvania
$5.71M -$21.1K -383 -0.4%
CIA
781
Cascade Investment Advisors
Oregon
$5.7M +$5.7M +103,155 New
BMO
782
Beck Mack & Oliver
New York
$5.7M -$88.1K -1,599 -2%
MHIC
783
Marble Harbor Investment Counsel
Massachusetts
$5.69M -$915K -16,605 -14%
BFM
784
Boston Financial Management
Massachusetts
$5.67M -$572K -10,376 -9%
AAMU
785
Amundi Asset Management US
Massachusetts
$5.66M -$205M -3,725,078 -97%
CCM
786
Catawba Capital Management
Virginia
$5.65M -$26.1K -473 -0.5%
RSVP
787
Ramsay Stattman Vela & Price
Colorado
$5.64M +$155K +2,815 +3%
I
788
IberiaBank
Louisiana
$5.64M +$219K +3,979 +4%
EFIC
789
Eliot Finkel Investment Counsel
California
$5.63M -$29.2K -530 -0.5%
IP
790
Interval Partners
New York
$5.62M +$5.62M +101,990 New
FCBT
791
First Citizens Bank & Trust
North Carolina
$5.58M -$1.71M -31,035 -23%
UAS
792
United Asset Strategies
New York
$5.57M -$273K -4,962 -5%
1SB
793
1ST Source Bank
Indiana
$5.55M -$807K -14,642 -13%
CA
794
Continental Advisors
Utah
$5.52M -$2.07M -37,500 -27%
NSEDCP
795
NJ State Employees Deferred Compensation Plan
New Jersey
$5.51M – – –
BCM
796
Bowie Capital Management
Texas
$5.51M +$5.51M +100,000 New
BWM
797
Braver Wealth Management
Massachusetts
$5.48M +$169K +3,065 +3%
LBC
798
Lowe Brockenbrough & Co
Virginia
$5.45M -$3.2M -58,040 -37%
FWM
799
Frontier Wealth Management
Missouri
$5.43M +$1.36M +24,744 +34%
BCM
800
BlueMar Capital Management
Florida
$5.42M +$3.99M +72,400 +278%
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