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 %
DPIM
1176
Duff & Phelps Investment Management
Illinois
$1.74M -$16.5K -300 -0.9%
AAMU
1177
AEGON Asset Management (UK)
United Kingdom
$1.74M -$41.3M -749,819 -96%
QAM
1178
Quantres Asset Management
Cayman Islands
$1.74M -$1.28M -23,200 -42%
CAMG
1179
CWA Asset Management Group
Florida
$1.73M +$418K +7,584 +32%
WA1
1180
Wimmer Associates 1
California
$1.72M +$1.14M +20,681 +195%
JSL
1181
JT Stratford LLC
Georgia
$1.72M +$1.72M +31,179 New
SIA
1182
Sit Investment Associates
Minnesota
$1.71M -$1.57M -28,475 -48%
SSWM
1183
Sheets Smith Wealth Management
North Carolina
$1.71M -$1.76K -32 -0.1%
TBA
1184
Tower Bridge Advisors
Pennsylvania
$1.71M -$176K -3,200 -9%
PCMM
1185
Private Capital Management (Minnesota)
Minnesota
$1.7M -$625K -11,350 -27%
ANBT
1186
American National Bank & Trust
Texas
$1.69M +$205K +3,715 +14%
CBU
1187
CIBC Bank USA
Illinois
$1.69M -$1.1M -19,944 -39%
NA
1188
Navellier & Associates
Nevada
$1.69M -$116K -2,100 -6%
NCM
1189
Neumann Capital Management
California
$1.68M – – –
PWMAG
1190
Pinnacle Wealth Management Advisory Group
New Jersey
$1.68M -$45.5K -825 -3%
SSP
1191
Sapphire Star Partners
Washington
$1.67M -$192K -3,482 -10%
WAMC
1192
Western Asset Management Company
California
$1.65M -$19.3M -350,000 -92%
RCAG
1193
Rehmann Capital Advisory Group
Michigan
$1.65M -$68.7K -1,247 -4%
DLG
1194
Daniel L. Goodwin
$1.65M – – –
BOC
1195
Barbara Oil Co
Illinois
$1.65M – – –
HIH
1196
HRS Investment Holdings
New York
$1.65M +$276K +5,000 +20%
PIC
1197
PCJ Investment Counsel
Ontario, Canada
$1.65M +$551K +10,000 +50%
SS
1198
Simplicity Solutions
Minnesota
$1.65M -$230K -4,172 -12%
SPIA
1199
Steward Partners Investment Advisory
New York
$1.65M +$1.65M +29,953 New
SFSG
1200
Stearns Financial Services Group
North Carolina
$1.65M +$119K +2,163 +8%
46 47
48
49 50