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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 %
SCA
951
Stonebridge Capital Advisors
Minnesota
$3.32M -$816K -14,800 -20%
ECM
952
Elgethun Capital Management
South Dakota
$3.31M +$3.31M +60,085 New
KLI
953
Kelman-Lazarov Inc
Tennessee
$3.31M +$95.4K +1,731 +3%
SMM
954
Stadion Money Management
Georgia
$3.27M -$257K -4,665 -7%
PWW
955
Pettyjohn Wood & White
Virginia
$3.26M +$1.8M +32,711 +124%
FLPIM
956
F.L. Putnam Investment Management
Massachusetts
$3.25M -$2.93M -53,163 -47%
MWM
957
Mission Wealth Management
California
$3.25M +$149K +2,710 +5%
AC
958
Alley Company
Illinois
$3.25M +$992 +18 +0%
BRM
959
Boston Research & Management
Massachusetts
$3.24M -$4.68K -85 -0.1%
PAM
960
Princeton Alpha Management
New Jersey
$3.23M +$839K +15,230 +35%
Walleye Trading
961
Walleye Trading
New York
$3.2M -$5.88M -106,672 -65%
JIM
962
Jupiter Investment Management
United Kingdom
$3.19M -$1.19M -21,579 -27%
PJSIMP
963
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.19M -$14.1K -255 -0.4%
MFW
964
Meristem Family Wealth
Minnesota
$3.18M -$170K -3,082 -5%
BS
965
Banco Santander
Spain
$3.17M +$3.17M +59,562 New
DIA
966
Dana Investment Advisors
Wisconsin
$3.16M -$1.34M -24,293 -30%
B
967
BancorpSouth
Mississippi
$3.15M +$267K +4,852 +9%
PPSG
968
Princeton Portfolio Strategies Group
New Jersey
$3.15M +$1.43M +25,885 +83%
PTCG
969
Pring Turner Capital Group
California
$3.11M +$63.5K +1,152 +2%
CL
970
CPWM LLC
Washington
$3.1M -$209K -3,784 -6%
NCM
971
Narwhal Capital Management
Georgia
$3.08M +$1.1M +19,970 +56%
OA
972
Outfitter Advisors
Virginia
$3.08M -$20.7K -375 -0.7%
OCM
973
One Capital Management
California
$3.08M +$40.4K +733 +1%
WIC
974
Whitegate Investment Counselors
New Hampshire
$3.05M -$115K -2,090 -4%
FCH
975
Freestone Capital Holdings
Washington
$3.04M +$1.04M +18,909 +52%
37 38
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