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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 %
SAM
1026
Security Asset Management
New York
$2.62M +$7.05K +128 +0.3%
BDF
1027
Balasa Dinverno & Foltz
$2.61M -$31.6K -574 -1%
SCA
1028
Sippican Capital Advisors
Massachusetts
$2.6M -$118K -2,141 -4%
FPB
1029
First PREMIER Bank
South Dakota
$2.6M -$45.9K -833 -2%
BOH
1030
Bank of Hawaii
Hawaii
$2.6M +$109K +1,971 +4%
IC
1031
Investment Counsel
Michigan
$2.6M -$66.1K -1,200 -2%
TSWM
1032
Triangle Securities Wealth Management
North Carolina
$2.59M -$32K -581 -1%
BWM
1033
BerganKDV Wealth Management
Minnesota
$2.59M +$47.7K +866 +2%
CWP
1034
Capital Wealth Planning
Florida
$2.59M -$2.59M -46,993 -50%
AIM
1035
Assured Investment Management
New York
$2.58M +$1.88M +34,204 +270%
MRCM
1036
M&R Capital Management
New Jersey
$2.58M -$189K -3,444 -7%
CCA
1037
Checchi Capital Advisers
California
$2.57M +$160K +2,906 +7%
MCM
1038
Maryland Capital Management
Maryland
$2.56M -$187K -3,387 -7%
CIP
1039
Convergence Investment Partners
Florida
$2.56M -$179K -3,252 -7%
CB
1040
Community Bank
New York
$2.55M -$44K -799 -2%
CT
1041
Cambridge Trust
Massachusetts
$2.55M -$683K -12,388 -21%
CIP
1042
Capital Insight Partners
Arizona
$2.55M -$11.1K -201 -0.4%
DSC
1043
Duncker Streett & Co
Missouri
$2.55M +$82.5K +1,496 +3%
LCM
1044
Leisure Capital Management
California
$2.54M -$11.4K -207 -0.4%
SIMM
1045
Stillwater Investment Management (Minnesota)
Minnesota
$2.51M -$167K -3,034 -6%
PCM
1046
Parsons Capital Management
Rhode Island
$2.5M -$123K -2,237 -5%
ICOM
1047
Investment Counselors of Maryland
Maryland
$2.5M -$16.3K -295 -0.6%
DIA
1048
Denver Investment Advisors
Colorado
$2.49M -$151K -2,746 -6%
YIA
1049
YHB Investment Advisors
Connecticut
$2.49M -$15.6K -283 -0.6%
AC
1050
Abbrea Capital
California
$2.48M +$2.48M +45,032 New
40 41
42
43 44