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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 %
FP
1051
FDO Partners
Massachusetts
$2.47M +$523K +9,481 +27%
DLA
1052
Douglas Lane & Associates
New York
$2.47M -$132K -2,396 -5%
CT
1053
Clearstead Trust
Maine
$2.47M +$2.47M +44,759 New
HFM
1054
Hartford Financial Management
Connecticut
$2.47M -$55.1K -1,000 -2%
MC
1055
MRJ Capital
New York
$2.46M – – –
NIC
1056
Northwest Investment Counselors
Oregon
$2.46M +$41.3K +749 +2%
SFM
1057
Signature Financial Management
Virginia
$2.46M +$783K +14,189 +47%
BCA
1058
Bray Capital Advisors
Florida
$2.46M -$503K -9,135 -17%
DM
1059
Delphi Management
Massachusetts
$2.45M -$18.2K -330 -0.7%
W
1060
Wealthfront
California
$2.44M +$1.42M +25,783 +139%
SSW
1061
Smith Shellnut Wilson
Mississippi
$2.44M +$2.44M +44,322 New
BSWMG
1062
Barrington Strategic Wealth Management Group
Illinois
$2.44M -$4.13K -75 -0.2%
NC
1063
Northpointe Capital
Michigan
$2.44M -$4.8M -87,058 -66%
SCM
1064
Southport Capital Management
Tennessee
$2.44M -$39.6K -718 -2%
NJBEST
1065
New Jersey Better Educational Savings Trust
New Jersey
$2.43M -$165K -3,000 -6%
IAA
1066
Independent Advisor Alliance
North Carolina
$2.42M +$2.42M +43,888 New
SCP
1067
Seizert Capital Partners
Michigan
$2.41M -$54.8K -994 -2%
MNBTD
1068
Moody National Bank Trust Division
Texas
$2.41M – – –
AAP
1069
Arax Advisory Partners
Colorado
$2.39M +$2.39M +43,416 New
AC
1070
Addison Capital
Pennsylvania
$2.39M +$42.4K +769 +2%
Capstone Investment Advisors
1071
Capstone Investment Advisors
New York
$2.39M -$4.41M -80,049 -65%
FSCM
1072
Front Street Capital Management
Montana
$2.39M – – –
WA
1073
WFG Advisors
Texas
$2.38M +$533K +9,672 +29%
ST
1074
Smithfield Trust
Pennsylvania
$2.38M -$252K -4,575 -10%
MPWT
1075
MassMutual Private Wealth & Trust
Connecticut
$2.37M +$2.37M +43,018 New
41 42
43
44 45