WFC icon

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 %
IA
1101
Icon Advisers
Colorado
$2.15M -$5.15M -93,400 -71%
BSB
1102
Bangor Savings Bank
Maine
$2.15M -$745K -13,519 -26%
Lido Advisors
1103
Lido Advisors
California
$2.14M +$750K +13,606 +54%
IIM
1104
Intact Investment Management
Quebec, Canada
$2.14M -$221K -4,000 -9%
MC
1105
Moors & Cabot
Massachusetts
$2.14M -$287K -5,182 -12%
HCM
1106
Hengehold Capital Management
Ohio
$2.14M +$26.5K +480 +1%
CL
1107
Choreo LLC
Illinois
$2.14M -$126K -2,284 -6%
IEFM
1108
IQ EQ Fund Management
Ireland
$2.14M -$1.57M -24,850 -42%
AIM
1109
Anchor Investment Management
South Carolina
$2.12M -$49.3K -895 -2%
TF
1110
Tompkins Financial
New York
$2.1M -$35.2K -638 -2%
HI
1111
Hudock Inc
Pennsylvania
$2.1M -$1.1M -19,937 -34%
CLOS
1112
Compagnie Lombard Odier SCmA
Switzerland
$2.08M +$280K +5,070 +16%
SAM
1113
Sequent Asset Management
Texas
$2.08M – – –
IPC
1114
Independent Portfolio Consultants
Florida
$2.07M +$28.3K +513 +1%
STB
1115
S&T Bank
Pennsylvania
$2.07M +$211K +3,832 +11%
BWP
1116
Baldwin Wealth Partners
Massachusetts
$2.05M -$66.1K -1,200 -3%
NPA
1117
Nichols & Pratt Advisers
Massachusetts
$2.05M -$27.5K -499 -1%
FB
1118
Fulton Bank
Pennsylvania
$2.05M -$123K -2,229 -6%
SCM
1119
SOL Capital Management
Maryland
$2.05M +$102K +1,850 +5%
KA
1120
KLCM Advisors
Wisconsin
$2.05M +$95.2K +1,728 +5%
CPA
1121
Clear Perspective Advisors
Illinois
$2.05M +$2.05M +37,122 New
CA
1122
Cetera Advisors
Colorado
$2.04M +$66.3K +1,200 +3%
LAIC
1123
Lederer & Associates Investment Counsel
California
$2.04M +$2.04M +36,945 New
WOC
1124
West Oak Capital
California
$2.02M -$180K -3,275 -8%
SPC
1125
Sigma Planning Corp
Michigan
$2.02M -$365K -6,626 -15%
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