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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 %
NCMW
1126
Northern Capital Management (Wisconsin)
Wisconsin
$2.02M +$191K +3,470 +10%
PI
1127
PHH Investments
Texas
$2.02M +$2.02M +35,261 New
FSA
1128
Franklin Street Advisors
North Carolina
$2.02M -$4M -72,590 -67%
NFG
1129
Next Financial Group
Texas
$2.01M -$555K -10,078 -22%
IC
1130
Intersect Capital
California
$2M +$151K +2,742 +8%
FMWA
1131
Forvis Mazars Wealth Advisors
Missouri
$2M +$189K +3,426 +10%
NPT
1132
Nixon Peabody Trust
Massachusetts
$1.99M +$25.6K +465 +1%
UAM
1133
UAS Asset Management
New York
$1.98M -$1.46M -26,435 -42%
ATC
1134
Argent Trust Co
Tennessee
$1.98M -$204K -3,698 -9%
GA
1135
Geneva Advisors
Illinois
$1.98M -$565K -10,246 -22%
HT
1136
HighTower Trust
Texas
$1.97M -$1.9M -34,410 -49%
ITIM
1137
Indiana Trust & Investment Management
Indiana
$1.97M -$12.7K -230 -0.6%
ZCA
1138
Zeke Capital Advisors
Pennsylvania
$1.96M +$1.32M +23,880 +204%
LIC
1139
Lodestar Investment Counsel
Illinois
$1.95M -$41.3K -749 -2%
SCA
1140
Snowden Capital Advisors
New York
$1.95M -$103K -1,869 -5%
ARMT
1141
Amica Retiree Medical Trust
Rhode Island
$1.95M – – –
HWA
1142
Heritage Way Advisors
Illinois
$1.94M +$1.94M +35,218 New
DWM
1143
Dorchester Wealth Management
Quebec, Canada
$1.94M -$145K -2,625 -7%
CA
1144
Cambridge Advisors
Nebraska
$1.94M +$5.62K +102 +0.3%
CS
1145
Cannell & Spears
New York
$1.92M +$37.4K +678 +2%
BAC
1146
Boys Arnold & Co
North Carolina
$1.91M -$154K -2,789 -7%
RVM
1147
Robinson Value Management
Texas
$1.91M +$1.91M +34,657 New
YWP
1148
YorkBridge Wealth Partners
New York
$1.89M +$1.89M +35,816 New
B
1149
Bailard
California
$1.88M -$17.6K -319 -0.9%
HCP
1150
Holt Capital Partners
Texas
$1.88M -$19.6K -355 -1%
44 45
46
47 48