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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 %
CCM
1001
Cohen Capital Management
California
$2.79M -$66.1K -1,200 -2%
GCA
1002
Greenwood Capital Associates
South Carolina
$2.76M -$1.19M -21,653 -30%
SHCM
1003
Stokes & Hubbell Capital Management
Louisiana
$2.76M +$38.9K +706 +1%
TRIM
1004
Thompson Rubinstein Investment Management
Oregon
$2.76M +$33.1K +601 +1%
AWM
1005
Altavista Wealth Management
North Carolina
$2.75M -$758K -13,760 -22%
CC
1006
Cannell & Co
New York
$2.75M -$107K -1,950 -4%
DVM
1007
Dreman Value Management
Florida
$2.74M +$515K +9,336 +23%
FC
1008
FIC Capital
New York
$2.74M +$1.08M +19,565 +65%
CCM
1009
Compton Capital Management
Rhode Island
$2.73M -$2.75M -49,870 -50%
SC
1010
Savant Capital
Illinois
$2.71M -$18K -327 -0.7%
IT
1011
Independence Trust
Tennessee
$2.71M -$102K -1,848 -4%
PCTC
1012
Perkins Coie Trust Company
Washington
$2.71M +$27.5K +499 +1%
CHC
1013
City Holding Co
West Virginia
$2.71M +$76.8K +1,393 +3%
BAS
1014
Brown Advisory Securities
Maryland
$2.68M +$348K +6,303 +15%
WB
1015
Webster Bank
Connecticut
$2.67M -$7.72K -140 -0.3%
AI
1016
Atria Investments
North Carolina
$2.67M -$1.53M -27,778 -36%
WKWM
1017
Walter & Keenan Wealth Management
Indiana
$2.67M -$1.04M -18,892 -28%
KIG
1018
Kessler Investment Group
Indiana
$2.67M +$236K +4,291 +10%
Cerity Partners
1019
Cerity Partners
New York
$2.66M +$2.66M +48,308 New
ACM
1020
Alpha Capital Management
Texas
$2.65M -$95.4K -1,731 -3%
WAS
1021
WESPAC Advisors SoCal
California
$2.65M -$118K -2,150 -4%
NMIFOAC
1022
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.65M -$1.49M -27,000 -36%
AW
1023
ACG Wealth
Georgia
$2.64M +$666K +12,083 +34%
JG
1024
Jefferies Group
New York
$2.64M -$16.7M -302,394 -86%
MCP
1025
Mirador Capital Partners
California
$2.64M +$923K +16,751 +54%
39 40
41
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