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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 %
TYCC
1076
Texas Yale Capital Corp
Florida
$2.36M +$1.92M +34,895 +439%
CC
1077
Cognios Capital
Kansas
$2.36M +$45.4K +823 +2%
NIS
1078
National Investment Services
Wisconsin
$2.34M -$1.5M -27,248 -39%
AIM
1079
Acropolis Investment Management
Missouri
$2.31M -$101K -1,830 -4%
NB
1080
Nicolet Bankshares
Wisconsin
$2.31M -$41.9K -761 -2%
LC
1081
Lourd Capital
California
$2.3M -$19.7K -357 -0.8%
LCP
1082
Legacy Capital Partners
Wisconsin
$2.3M +$337K +6,105 +17%
KT
1083
Kanaly Trust
Texas
$2.29M +$480K +8,717 +27%
RMAM
1084
Raab & Moskowitz Asset Management
New Jersey
$2.29M -$275K -4,985 -11%
ANRIA
1085
American National Registered Investment Advisor
Texas
$2.29M – – –
P
1086
Pitcairn
Pennsylvania
$2.29M -$701K -12,721 -23%
SSB
1087
Sandy Spring Bank
Maryland
$2.28M -$1.67M -30,340 -42%
CIM
1088
CIM Investment Management
Pennsylvania
$2.26M +$27.3K +496 +1%
CS
1089
Credential Securities
$2.24M +$74.5K +1,351 +3%
TBNY
1090
Trustco Bank (New York)
New York
$2.24M -$68.9K -1,250 -3%
TPWA
1091
TRUE Private Wealth Advisors
Oregon
$2.23M +$2.4K +43 +0.1%
BCFS
1092
Butensky & Cohen Financial Security
Florida
$2.23M +$34.7K +630 +2%
FMBTD
1093
First Midwest Bank Trust Division
Illinois
$2.23M -$1.51M -27,460 -40%
CC
1094
Cadinha & Co
Hawaii
$2.23M -$16.3K -295 -0.7%
ICM
1095
Ionic Capital Management
New York
$2.21M +$2.21M +40,140 New
NERM
1096
New England Research & Management
Illinois
$2.21M -$349K -6,330 -14%
AMCA
1097
Arthur M. Cohen & Associates
Illinois
$2.19M +$2.19M +39,708 New
SCM
1098
Sterneck Capital Management
Missouri
$2.17M -$623K -11,296 -22%
CC
1099
Courier Capital
New York
$2.16M +$23.7K +430 +1%
MIM
1100
Miller Investment Management
Pennsylvania
$2.15M – – –
42 43
44
45 46