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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 %
MAM
851
Meeder Asset Management
Ohio
$4.55M +$1.17M +21,210 +35%
GWM
852
Geneos Wealth Management
Colorado
$4.55M -$270K -4,899 -6%
ECM
853
ETrade Capital Management
Virginia
$4.54M +$197K +3,573 +5%
RC
854
Roundview Capital
New Jersey
$4.54M +$172K +3,115 +4%
Ninety One (UK)
855
Ninety One (UK)
United Kingdom
$4.53M +$4.06M +73,618 +856%
AA
856
Apriem Advisors
California
$4.53M -$106K -1,925 -2%
AIM
857
ARGA Investment Management
Connecticut
$4.52M +$2.93M +53,100 +184%
GCIA
858
Gabelli & Co Investment Advisers
New York
$4.51M – – –
BPCA
859
Bank Pictet & Cie (Asia)
Singapore
$4.48M – – –
CAM
860
Cubic Asset Management
Massachusetts
$4.48M -$621K -11,275 -12%
EWM
861
Endurance Wealth Management
Rhode Island
$4.48M +$105K +1,900 +2%
RC
862
RegentAtlantic Capital
New Jersey
$4.47M +$1.12M +20,331 +33%
CII
863
Capital International Inc
California
$4.47M -$166K -3,020 -4%
AT
864
Argent Trust
Texas
$4.44M +$252K +4,567 +6%
AWA
865
ARS Wealth Advisors
Florida
$4.35M -$268K -4,857 -6%
DCM
866
Dynamic Capital Management
Jersey
$4.35M +$3.19M +57,873 +276%
PFM
867
Parsec Financial Management
North Carolina
$4.33M +$549K +9,959 +15%
AAM
868
Autus Asset Management
Arizona
$4.3M -$83.7K -1,518 -2%
PAI
869
Pittenger & Anderson Inc
Nebraska
$4.3M -$792K -14,365 -16%
OMCS
870
Old Mutual Customised Solutions
South Africa
$4.25M +$2.06M +37,400 +94%
MC
871
Middleton & Co
Massachusetts
$4.24M -$2.14M -38,805 -34%
MCM
872
Monarch Capital Management
Indiana
$4.24M -$108K -1,951 -2%
WC
873
Whitney & Co
New York
$4.24M -$104K -1,893 -2%
AL
874
Agran Libbie
California
$4.23M -$11.8K -215 -0.3%
WTB
875
Washington Trust Bank
Washington
$4.15M +$237K +4,303 +6%
33 34
35
36 37