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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 %
CT
926
Chicago Trust
Illinois
$3.54M -$53.2K -965 -1%
WSTAM
927
Wilbanks Smith & Thomas Asset Management
Virginia
$3.53M +$97.3K +1,766 +3%
HCM
928
Hodges Capital Management
Texas
$3.52M -$3.44M -62,435 -49%
CFA
929
Carroll Financial Associates
North Carolina
$3.52M -$214K -3,889 -6%
BCM
930
Bluefin Capital Management
New York
$3.49M +$1M +18,197 +40%
COI
931
Connable Office Inc
Michigan
$3.49M -$11K -199 -0.3%
SAM
932
Symphony Asset Management
California
$3.48M +$248K +4,496 +8%
RAM
933
Roanoke Asset Management
New Jersey
$3.48M +$175K +3,183 +5%
MM
934
Meridian Management
Arkansas
$3.47M -$313K -5,680 -8%
LIM
935
Leavell Investment Management
Alabama
$3.47M -$355K -6,445 -9%
GLRA
936
Gerald L. Ray & Associates
Texas
$3.45M -$119K -2,168 -3%
ACM
937
Argyle Capital Management
Pennsylvania
$3.45M +$160K +2,905 +5%
FAT
938
First American Trust
California
$3.45M -$210K -3,803 -6%
SBIA
939
Sheaff Brock Investment Advisors
Indiana
$3.42M -$459K -8,330 -12%
LOAME
940
Lombard Odier Asset Management (Europe)
United Kingdom
$3.39M – – –
KFC
941
Klingenstein Fields & Co
New York
$3.37M -$42.8K -777 -1%
II
942
IFM Investors
Australia
$3.37M +$3.37M +61,109 New
LG
943
LaFleur & Godfrey
Michigan
$3.36M -$130K -2,367 -4%
AL
944
Aspiriant LLC
California
$3.36M +$17.2K +313 +0.5%
RG
945
Rathbones Group
United Kingdom
$3.36M -$10.8M -196,274 -76%
OCM
946
Oskie Capital Management
New York
$3.36M +$3.36M +60,872 New
MBTD
947
Mechanics Bank - Trust Department
California
$3.35M -$47.5K -862 -1%
FAAS
948
First Allied Advisory Services
California
$3.35M -$4.84M -87,808 -59%
BHA
949
Beech Hill Advisors
New York
$3.32M +$3.32M +60,250 New
LA
950
LVW Advisors
New York
$3.32M -$2.87K -52 -0.1%
36 37
38
39 40