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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 %
MCM
1326
Murphy Capital Management
New Jersey
$1.12M -$30.8K -559 -3%
EM
1327
ELCO Management
New York
$1.11M -$69.5K -1,260 -6%
BIM
1328
Baldwin Investment Management
Pennsylvania
$1.1M -$44.1K -800 -4%
CAAS
1329
Capital Asset Advisory Services
Michigan
$1.1M – – –
AIM
1330
Advantage Investment Management
Iowa
$1.1M +$82.9K +1,504 +8%
SOAMC
1331
Spirit of America Management Corp
New York
$1.1M +$333K +6,050 +44%
FWCM
1332
First Western Capital Management
California
$1.09M +$1.09M +19,761 New
NG
1333
Northstar Group
New York
$1.08M -$89.2K -1,620 -8%
LWM
1334
Lyell Wealth Management
California
$1.08M +$1.08M +19,635 New
PAS
1335
Partnervest Advisory Services
California
$1.08M -$113K -2,042 -9%
CPA
1336
Court Place Advisors
Maryland
$1.08M +$16.5K +300 +2%
NSIM
1337
North Star Investment Management
Illinois
$1.07M +$139K +2,520 +15%
CCM
1338
Compass Capital Management
Minnesota
$1.07M +$372K +6,744 +53%
GRP
1339
Global Retirement Partners
California
$1.07M +$1.07M +19,391 New
FMLI
1340
Fukoku Mutual Life Insurance
Japan
$1.06M -$33.1K -600 -3%
CICI
1341
Capital Investment Counsel Inc
North Carolina
$1.06M +$86.8K +1,575 +9%
PAM
1342
PVG Asset Management
Colorado
$1.06M -$4.75M -86,125 -82%
CCA
1343
Cobblestone Capital Advisors
New York
$1.06M +$60.1K +1,090 +6%
MBT
1344
Monroe Bank & Trust
Michigan
$1.06M -$173K -3,136 -14%
SAM
1345
SignalPoint Asset Management
Missouri
$1.06M -$178K -3,238 -14%
MSU
1346
Mizuho Securities USA
New York
$1.06M -$27.1M -492,400 -96%
Fuller & Thaler Asset Management
1347
Fuller & Thaler Asset Management
California
$1.06M -$1.05M -19,000 -50%
GCM
1348
Glynn Capital Management
California
$1.06M – – –
GEA
1349
Glen Eagle Advisors
New Jersey
$1.05M +$1.05M +19,078 New
RC
1350
RBF Capital
California
$1.05M +$1.05M +19,000 New
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