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 %
BO
1226
BRR OpCo
Ohio
$1.53M -$974K -17,673 -39%
VCM
1227
Violich Capital Management
California
$1.53M +$868K +15,300 +132%
BO
1228
Bank OZK
Arkansas
$1.53M -$95.6K -1,734 -6%
HH
1229
Hilltop Holdings
Texas
$1.51M -$314K -5,695 -17%
PGIM
1230
Pacific Global Investment Management
California
$1.51M -$516K -9,358 -25%
OIM
1231
Orca Investment Management
Oregon
$1.51M +$75.3K +1,366 +5%
BFPW
1232
BOK Financial Private Wealth
Colorado
$1.5M -$247K -3,049 -14%
NDSI
1233
Newman Dignan & Sheerar Inc
Rhode Island
$1.5M -$99.1K -1,798 -6%
BFEC
1234
Benjamin F. Edwards & Company
Missouri
$1.5M +$333K +6,046 +29%
PHIMC
1235
Private Harbour Investment Management & Counsel
Ohio
$1.49M -$4.96K -90 -0.3%
YMRC
1236
Yorktown Management & Research Company
Virginia
$1.49M +$1.49M +27,000 New
MWP
1237
MYCIO Wealth Partners
Pennsylvania
$1.48M +$189K +3,433 +15%
NIM
1238
Nexus Investment Management
Ontario, Canada
$1.48M – – –
WCM
1239
Wunderlich Capital Managemnt
Tennessee
$1.48M -$26.2K -475 -2%
AFS
1240
Access Financial Services
Minnesota
$1.48M +$1.48M +26,841 New
HAG
1241
HighPoint Advisor Group
Illinois
$1.48M +$56.3K +942 +4%
RIL
1242
Rothschild Investment LLC
Illinois
$1.48M +$566K +10,260 +62%
FFC
1243
First Financial Corp
Indiana
$1.47M -$152K -2,759 -9%
OA
1244
Oxbow Advisors
Texas
$1.47M +$28.5K +517 +2%
BTW
1245
Boston Trust Walden
Massachusetts
$1.47M -$395K -7,161 -21%
GT
1246
Greenleaf Trust
Michigan
$1.47M -$378K -6,853 -20%
NPC
1247
National Planning Corporation
California
$1.46M -$178K -3,198 -11%
EWM
1248
Edge Wealth Management
New York
$1.46M +$423K +7,676 +41%
ACA
1249
Anchor Capital Advisors
Massachusetts
$1.46M -$71.7K -1,300 -5%
JIC
1250
Joel Isaacson & Co
New York
$1.46M -$27.2K -493 -2%
48 49
50
51 52