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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 %
OPTFSNA
1376
Old Point Trust & Financial Services N A
Virginia
$963K -$60.7K -1,100 -6%
CG
1377
Caprock Group
Idaho
$961K -$1.2M -21,740 -55%
PL
1378
Plancorp LLC
Missouri
$961K +$25K +453 +3%
PVWM
1379
Point View Wealth Management
New Jersey
$960K -$1.76K -32 -0.2%
GLI
1380
Guardian Life Insurance
New York
$955K +$2.32K +42 +0.2%
CCT
1381
Chemung Canal Trust
New York
$953K -$662K -12,007 -41%
TH
1382
TCTC Holdings
Texas
$952K -$373K -6,772 -28%
QSS
1383
Quantitative Systematic Strategies
Florida
$950K +$950K +17,319 New
CCT
1384
Country Club Trust
Missouri
$949K -$9.59K -174 -1%
FUBT
1385
First United Bank & Trust
Maryland
$945K -$83K -1,507 -8%
CSA
1386
Cottage Street Advisors
Massachusetts
$938K -$124K -2,245 -12%
IAMOG
1387
Investors Asset Management of Georgia
Georgia
$934K -$23.4K -425 -2%
WPP
1388
Whalerock Point Partners
Rhode Island
$930K +$80.5K +1,460 +9%
RG
1389
Rikoon Group
New Mexico
$922K -$838K -14,743 -48%
NBC
1390
Neuberger Berman Canada
Ontario, Canada
$921K -$254K -4,605 -22%
Tudor Investment Corp
1391
Tudor Investment Corp
Connecticut
$918K -$13.4M -242,583 -94%
HCA
1392
Harbour Capital Advisors
Virginia
$914K -$143K -2,592 -14%
BFA
1393
Benedict Financial Advisors
Georgia
$913K -$270K -4,909 -23%
BIC
1394
Beach Investment Counsel
Pennsylvania
$911K -$77.1K -1,399 -8%
AIA
1395
AIMZ Investment Advisors
California
$909K -$27.6K -500 -3%
C
1396
CFO4Life
Texas
$906K -$53.9K -978 -6%
BWM
1397
Bernicke Wealth Management
Wisconsin
$905K -$35.8K -649 -4%
BC
1398
Burney Company
Virginia
$894K -$21.4K -388 -2%
LAM
1399
Lingohr Asset Management
Germany
$893K +$893K +16,200 New
PFS
1400
Prospera Financial Services
Texas
$892K -$2.81K -51 -0.3%
54 55
56
57 58