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 %
CIC
876
Canal Insurance Company
South Carolina
$4.13M – – –
GJIC
877
Gamble Jones Investment Counsel
California
$4.12M -$4.74M -85,923 -53%
TCOT
878
Trust Company of Toledo
Ohio
$4.12M -$297K -5,394 -7%
LPC
879
Loeb Partners Corp
New York
$4.1M -$187K -3,400 -4%
BTNA
880
Bremer Trust National Association
Minnesota
$4.1M -$2.03M -36,771 -33%
GG
881
Greenwood Gearhart
Arkansas
$4.09M -$23.8K -431 -0.6%
LNWWM
882
Laird Norton Wetherby Wealth Management
California
$4.08M +$216K +3,916 +6%
SC
883
Scholtz & Company
Connecticut
$4.07M +$4.07M +73,815 New
BCCM
884
Bridge Creek Capital Management
Massachusetts
$4.06M -$198K -3,596 -5%
EFS
885
Essex Financial Services
Connecticut
$4.05M -$158K -2,867 -4%
AF
886
Arrow Financial
New York
$4.05M -$1.13M -20,438 -22%
MC
887
Martin & Co
Tennessee
$4.04M -$71.8K -1,302 -2%
SGCA
888
Steel Grove Capital Advisors
Tennessee
$4.03M +$442K +8,028 +12%
FWCM
889
Ferguson Wellman Capital Management
Oregon
$4M +$39K +708 +1%
LW
890
Linscomb Wealth
Texas
$3.98M +$105K +1,910 +3%
SG
891
Somerset Group
Minnesota
$3.98M -$49.6K -900 -1%
CBB
892
Citizens Business Bank
California
$3.98M -$50.9K -923 -1%
GIP
893
Greatmark Investment Partners
Georgia
$3.94M +$198K +3,584 +5%
CTC
894
Central Trust Company
Missouri
$3.93M -$638K -11,571 -14%
MI
895
M3F Inc
Utah
$3.91M +$3.91M +71,000 New
BRWA
896
B. Riley Wealth Advisors
Florida
$3.91M -$289K -5,236 -7%
CNC
897
Citizens & Northern Corp
Pennsylvania
$3.89M -$69K -1,252 -2%
ST
898
Spot Trading
Illinois
$3.88M +$2.08M +37,809 +116%
BCM
899
BTR Capital Management
California
$3.86M – – –
CIC
900
Chilton Investment Company
Connecticut
$3.84M -$39.9K -724 -1%
34 35
36
37 38