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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 %
DG
1201
Davidson & Garrard
Virginia
$1.64M -$1.78M -32,333 -52%
MBT
1202
Montecito Bank & Trust
California
$1.64M -$129K -2,338 -7%
RFA
1203
Reilly Financial Advisors
California
$1.63M +$8.65K +157 +0.5%
DWA
1204
Douglass Winthrop Advisors
New York
$1.62M -$1.55M -28,150 -49%
PAM
1205
Premier Asset Management
Illinois
$1.61M -$171K -3,100 -10%
HB
1206
Homrich & Berg
Georgia
$1.61M +$130K +2,361 +9%
MJRIC
1207
Mogy Joel R Investment Counsel
California
$1.6M -$22K -400 -1%
HAI
1208
Hennessy Advisors Inc
California
$1.6M +$1.05M +19,000 +190%
NSB
1209
Norway Savings Bank
Maine
$1.59M +$1.59M +28,754 New
AHC
1210
Adell Harriman & Carpenter
Texas
$1.58M -$2.66M -48,308 -63%
HIC
1211
Holderness Investments Company
North Carolina
$1.58M -$10.9K -198 -0.7%
GGHC
1212
Gilder Gagnon Howe & Co
New York
$1.58M +$92.4K +1,677 +6%
HW
1213
Hedeker Wealth
Illinois
$1.57M +$947K +17,182 +153%
JWM
1214
Jacobus Wealth Management
Wisconsin
$1.57M +$751K +13,628 +92%
NA
1215
NewEdge Advisors
Louisiana
$1.56M +$229K +4,206 +17%
NME
1216
Notis-McConarty Edward
$1.56M -$86.6K -1,570 -5%
ACI
1217
Alpha Cubed Investments
California
$1.55M -$8.19M -148,548 -84%
WA
1218
WP Advisors
California
$1.55M +$1.55M +28,170 New
NCM
1219
Northside Capital Management
Oregon
$1.55M -$14.4K -261 -0.9%
GC
1220
Gilbert & Cook
Iowa
$1.55M +$1.55M +28,114 New
HCM
1221
Howland Capital Management
Massachusetts
$1.54M -$2.48M -44,967 -62%
RCM
1222
Radnor Capital Management
Pennsylvania
$1.54M +$1.54M +27,997 New
RWA
1223
RGT Wealth Advisors
Texas
$1.54M -$11K -200 -0.7%
CWM
1224
Concert Wealth Management
California
$1.53M -$4.59M -83,234 -75%
MMPW
1225
Mitchell McLeod Pugh & Williams
Alabama
$1.53M +$48.1K +872 +3%
47 48
49
50 51