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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 %
CK
1276
Cohen Klingenstein
New York
$1.37M +$534K +9,700 +64%
DBIA
1277
Dumont & Blake Investment Advisors
New Jersey
$1.37M -$21K -381 -2%
ICM
1278
IMS Capital Management
Oregon
$1.36M +$1.1M +19,918 +415%
TAM
1279
Trillium Asset Management
Massachusetts
$1.36M -$696K -12,634 -34%
BEAM
1280
Baker Ellis Asset Management
Washington
$1.33M +$47.8K +868 +4%
B
1281
Bellecapital
Switzerland
$1.33M +$703K +12,750 +112%
SFSIG
1282
San Francisco Sentry Investment Group
California
$1.33M -$688K -12,489 -34%
CSM
1283
CAMG Solamere Management
North Carolina
$1.32M +$1.32M +23,919 New
MMG
1284
Monetary Management Group
Missouri
$1.32M -$16.5K -300 -1%
1IA
1285
1834 Investment Advisors
Wisconsin
$1.31M -$38.4K -696 -3%
AFG
1286
Albion Financial Group
Utah
$1.3M +$2.09K +38 +0.2%
EWA
1287
EP Wealth Advisors
California
$1.29M -$648K -11,864 -33%
DIS
1288
Diversified Investment Strategies
Louisiana
$1.28M -$54.6K -991 -4%
NHC
1289
Nicholas Hoffman & Company
Georgia
$1.28M -$99.3K -1,774 -7%
AGI
1290
Athena Global Investors
Virginia
$1.28M – – –
HWA
1291
Heritage Wealth Advisors
Virginia
$1.27M +$152K +2,748 +14%
AP
1292
Atwood & Palmer
Missouri
$1.27M -$333K -6,049 -21%
SCI
1293
Stableford Capital II
Arizona
$1.26M +$1.26M +22,883 New
SAA
1294
Southeast Asset Advisors
Georgia
$1.25M -$98.6K -1,790 -7%
WA
1295
Wheatland Advisors
Pennsylvania
$1.24M +$110 +2 +0%
PWAP
1296
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.23M +$110 +2 +0%
PCR
1297
Potrero Capital Research
California
$1.23M – – –
QCG
1298
Quadrant Capital Group
Ohio
$1.23M +$63.5K +1,164 +5%
AF
1299
Allworth Financial
California
$1.22M +$1.65K +30 +0.1%
CBN
1300
Cadence Bank NA
Texas
$1.22M +$160K +2,908 +15%
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