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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 %
FC
1301
Forte Capital
New York
$1.22M -$160K -2,909 -12%
NSAM
1302
North Star Asset Management
Wisconsin
$1.22M -$97.3K -1,765 -7%
PWPCM
1303
Perella Weinberg Partners Capital Management
New York
$1.22M -$1.93M -34,988 -61%
FTC
1304
Farmers Trust Company
Ohio
$1.21M -$279K -5,073 -19%
CCG
1305
Cypress Capital Group
Florida
$1.21M -$716K -12,996 -37%
SHGA
1306
Sand Hill Global Advisors
California
$1.2M +$68.5K +1,244 +6%
AMIM
1307
Aull & Monroe Investment Management
Alabama
$1.2M -$5.51K -100 -0.5%
FIM
1308
Freedom Investment Management
Connecticut
$1.2M +$172K +3,118 +17%
GIA
1309
GHP Investment Advisors
Colorado
$1.2M +$195K +3,531 +19%
BP
1310
Ballentine Partners
Massachusetts
$1.2M +$281K +5,211 +31%
TWA
1311
TCI Wealth Advisors
Arizona
$1.19M +$23.3K +422 +2%
CAM
1312
Columbia Asset Management
Michigan
$1.19M -$105K -1,906 -8%
ID
1313
Integral Derivatives
New York
$1.19M -$1.89M -34,312 -61%
IDBONY
1314
Israel Discount Bank of New York
New York
$1.18M +$1.18M +21,440 New
TIM
1315
Thornburg Investment Management
New Mexico
$1.18M +$1.18M +21,403 New
CPA
1316
Capital Planning Advisors
California
$1.17M +$1.65K +30 +0.1%
PFSC
1317
Peoples Financial Services Corp
Pennsylvania
$1.17M +$2.37K +50 +0.2%
WC
1318
Woodstock Corp
Massachusetts
$1.16M -$4.96K -90 -0.4%
HSA
1319
HBK Sorce Advisory
Pennsylvania
$1.15M -$752K -13,635 -40%
AIA
1320
Arbor Investment Advisors
North Carolina
$1.15M -$228K -4,141 -17%
SFWA
1321
Summit Financial Wealth Advisors
Louisiana
$1.13M -$982K -17,825 -46%
AIIMS
1322
Analyst IMS Investment Management Services
Israel
$1.13M -$265K -4,810 -19%
TSW
1323
Thompson Siegel & Walmsley
Virginia
$1.13M -$641K -11,625 -36%
WPC
1324
White Pine Capital
Minnesota
$1.13M -$276 -5 -0%
FBT
1325
First Bank & Trust
South Dakota
$1.12M +$1.12M +20,332 New
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