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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 %
NIMI
976
Natixis Investment Managers International
France
$3.02M +$1.91M +34,727 +172%
MAM
977
Martingale Asset Management
Massachusetts
$3.02M -$838K -15,195 -22%
LFAS
978
Level Four Advisory Services
Texas
$3.02M +$3.02M +54,733 New
AMM
979
American Money Management
California
$3.02M -$105K -1,903 -3%
CNBT
980
Canandaigua National Bank & Trust
New York
$3.01M +$62.9K +1,141 +2%
AC
981
Avenir Corporation
Virginia
$3.01M -$1.02M -18,452 -25%
CT
982
Coastline Trust
Rhode Island
$2.99M -$31.7K -575 -1%
SAM
983
Sawgrass Asset Management
Florida
$2.99M +$200K +3,625 +7%
CCP
984
Clarkston Capital Partners
Michigan
$2.98M -$27.6K -500 -0.9%
ST
985
Sentinel Trust
Texas
$2.98M +$45.9K +832 +2%
CFG
986
Citizens Financial Group
Rhode Island
$2.98M -$556K -10,096 -16%
SYBT
987
Stock Yards Bank & Trust
Kentucky
$2.97M +$1.47M +26,640 +98%
SAM
988
Solaris Asset Management
New York
$2.94M -$209K -3,800 -7%
RCM
989
Riverhead Capital Management
Delaware
$2.92M -$419K -7,600 -13%
SFS
990
Sowell Financial Services
Arkansas
$2.92M +$2.92M +50,315 New
CIC
991
Carnegie Investment Counsel
Ohio
$2.91M +$386 +7 +0%
KM
992
Kalos Management
Georgia
$2.9M -$160K -2,899 -5%
BONST
993
Bank of Nova Scotia Trust
Ontario, Canada
$2.88M -$85.6K -1,553 -3%
APP
994
Avantax Planning Partners
Iowa
$2.87M +$2.87M +52,101 New
PP
995
Paloma Partners
Connecticut
$2.87M -$19.8M -359,049 -87%
HWA
996
HCR Wealth Advisors
California
$2.85M +$2.85M +51,790 New
MCM
997
McRae Capital Management
New Jersey
$2.84M -$1.67M -30,280 -37%
VFM
998
Viking Fund Management
North Dakota
$2.81M +$2.81M +51,000 New
CAM
999
Carret Asset Management
New York
$2.8M -$243K -4,415 -8%
AUB
1000
Atlantic Union Bankshares
Virginia
$2.79M +$24.6K +446 +0.9%
38 39
40
41 42