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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 %
CWM
1251
Confluence Wealth Management
Oregon
$1.46M +$112K +2,035 +8%
FPFS
1252
First Personal Financial Services
North Carolina
$1.45M -$299K -5,433 -17%
ACS
1253
Archford Capital Strategies
Illinois
$1.45M +$54.9K +996 +4%
PC
1254
Palo Capital
California
$1.45M +$197K +3,581 +16%
BI
1255
Boulegeris Investments
Georgia
$1.44M -$404K -7,326 -22%
WAM
1256
Wealthspire Advisors (Maryland)
Maryland
$1.44M +$67.4K +1,223 +5%
AI
1257
Accredited Investors
Minnesota
$1.44M -$364K -6,600 -20%
LBC
1258
Lawrence B. Cohen
$1.44M +$43K +780 +3%
MAA
1259
Mraz Amerine & Associates
California
$1.44M -$38.1K -691 -3%
LIM
1260
Loudon Investment Management
New Hampshire
$1.44M – – –
DAS
1261
Dynamic Advisor Solutions
Arizona
$1.44M -$187K -3,403 -12%
BSW
1262
Buckingham Strategic Wealth
Missouri
$1.42M -$18.1K -328 -1%
FNBSF
1263
First National Bank Sioux Falls
South Dakota
$1.42M -$2.4M -43,576 -63%
EHWM
1264
Eads & Heald Wealth Management
Georgia
$1.42M -$54.8K -995 -4%
NAMA
1265
Nikko Asset Management Americas
New York
$1.42M +$33.1K +600 +2%
BEC
1266
Blue Edge Capital
Virginia
$1.41M – – –
MC
1267
Miles Capital
Iowa
$1.41M -$80.4K -1,451 -5%
TW
1268
Transform Wealth
Colorado
$1.4M +$33.8K +614 +2%
III
1269
Independent Investors Inc
New York
$1.4M -$105K -1,900 -7%
CPIM
1270
Columbia Partners Investment Management
Virginia
$1.39M -$331 -6 -0%
BHBT
1271
Burke & Herbert Bank & Trust
Virginia
$1.38M -$29.8K -540 -2%
WIS
1272
Wright Investors Service
Connecticut
$1.38M -$223K -4,040 -14%
BWAM
1273
Boyd Watterson Asset Management
Ohio
$1.38M -$884K -16,038 -39%
PA
1274
Perennial Advisors
New York
$1.37M +$1.37M +24,927 New
RWA
1275
River Wealth Advisors
Pennsylvania
$1.37M -$40.2K -729 -3%
49 50
51
52 53