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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 %
CFMC
1351
Curbstone Financial Management Corp
New Hampshire
$1.03M -$1.16M -20,980 -53%
WEC
1352
Winslow Evans & Crocker
Massachusetts
$1.03M -$66.1K -1,200 -6%
WVP
1353
Worth Venture Partners
New Jersey
$1.03M +$1.03M +18,703 New
IWM
1354
Integrated Wealth Management
California
$1.03M +$45.8K +831 +5%
GXMC
1355
Global X Management Company
New York
$1.03M +$363K +6,584 +54%
CCC
1356
Chelsea Counsel Company
California
$1.03M +$273K +4,950 +36%
GA
1357
GFS Advisors
Texas
$1.03M +$1.03M +18,607 New
VWM
1358
Vector Wealth Management
Minnesota
$1.02M -$9.97K -181 -1%
BFC
1359
Blue Fin Capital
Rhode Island
$1.01M +$113K +2,049 +13%
MIC
1360
Meridian Investment Counsel
California
$1.01M -$8.16K -148 -0.8%
ROTUOC
1361
Regents of the University of California
California
$998K – – –
IB
1362
Intrust Bank
Kansas
$996K -$40.3K -731 -4%
SC
1363
SouthState Corp
Florida
$994K -$209K -3,786 -17%
CWA
1364
Cypress Wealth Advisors
California
$993K +$37K +671 +4%
FHC
1365
First Heartland Consultants
Missouri
$991K -$110K -1,989 -10%
AIM
1366
Aspen Investment Management
Michigan
$991K – – –
WP
1367
WealthSource Partners
California
$983K -$2.01M -36,530 -67%
AJ
1368
Ashburton (Jersey)
Jersey
$977K – – –
PWP
1369
Private Wealth Partners
California
$976K +$160K +2,900 +20%
WA
1370
WealthTrust Axiom
Pennsylvania
$974K +$5.56K +101 +0.6%
LJAC
1371
L.J. Altfest & Co
New York
$969K -$4.19K -76 -0.4%
IIM
1372
Ipswich Investment Management
Massachusetts
$969K +$22.2K +402 +2%
CCM
1373
Condor Capital Management
New Jersey
$968K -$23.6K -429 -2%
AAM
1374
Augustine Asset Management
Florida
$968K -$8.81K -160 -0.9%
FCCM
1375
First City Capital Management
Georgia
$964K -$993 -18 -0.1%
53 54
55
56 57