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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 %
RWA
1151
Ropes Wealth Advisors
Massachusetts
$1.88M +$2.21K +40 +0.1%
CCM
1152
Carlson Capital Management
Minnesota
$1.88M -$125K -2,275 -6%
ADBIC
1153
A.D. Beadell Investment Counsel
Wisconsin
$1.87M +$260K +4,725 +16%
MPAM
1154
Murphy Pohlad Asset Management
Minnesota
$1.87M -$147K -2,668 -7%
HPCM
1155
High Pointe Capital Management
Illinois
$1.87M -$12.1K -220 -0.6%
LKIM
1156
Lawson Kroeker Investment Management
Nebraska
$1.85M +$22.8K +413 +1%
RHAM
1157
Round Hill Asset Management
California
$1.85M +$1.85M +33,475 New
QI
1158
Quotient Investors
New York
$1.84M -$20.1K -365 -1%
HIM
1159
Harbour Investment Management
Washington
$1.83M -$160K -2,903 -8%
SNT
1160
Security National Trust
West Virginia
$1.83M -$249K -4,515 -12%
ASC
1161
Atalanta Sosnoff Capital
New York
$1.82M -$309K -5,610 -15%
SAM
1162
Selway Asset Management
$1.82M +$16.5K +300 +0.9%
ZIC
1163
ZWJ Investment Counsel
Georgia
$1.82M +$129K +2,338 +8%
FAM
1164
Foresters Asset Management
Ontario, Canada
$1.8M +$595K +10,800 +49%
FHA
1165
First Horizon Advisors
Tennessee
$1.8M – – –
CCM
1166
Coldstream Capital Management
Washington
$1.8M -$493K -8,948 -22%
CCM
1167
Canal Capital Management
Virginia
$1.8M +$104K +1,891 +6%
TF
1168
Trutina Financial
Washington
$1.79M -$12.7K -230 -0.7%
BG
1169
Bollard Group
Massachusetts
$1.79M +$9.2K +167 +0.5%
BFO
1170
Boston Family Office
Massachusetts
$1.78M -$33.1K -600 -2%
MTIM
1171
Marathon Trading Investment Management
Pennsylvania
$1.78M +$1.78M +32,248 New
TI
1172
Trexquant Investment
Connecticut
$1.77M -$165K -3,000 -9%
LWAC
1173
Laurel Wealth Advisors (California)
California
$1.75M +$185K +3,359 +12%
CCM
1174
CrestPoint Capital Management
Missouri
$1.75M -$353K -6,400 -17%
AF
1175
AMG Funds
Connecticut
$1.75M -$1.37M -24,770 -44%
45 46
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