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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 %
DAM
1401
Doheny Asset Management
California
$891K +$92K +1,671 +12%
FMT
1402
First Mercantile Trust
Tennessee
$887K -$1.92M -34,907 -68%
TIA
1403
Tiemann Investment Advisors
California
$887K -$223K -4,048 -20%
GD
1404
Grandfield & Dodd
New York
$886K -$232K -4,209 -21%
SFA
1405
Sequoia Financial Advisors
Ohio
$882K -$123K -2,238 -12%
GWS
1406
Glassman Wealth Services
Virginia
$879K +$26.1K +474 +3%
BA
1407
Birinyi Associates
Connecticut
$868K -$68.9K -1,250 -7%
Cetera Investment Advisers
1408
Cetera Investment Advisers
Illinois
$866K +$30K +541 +4%
OC
1409
Oakworth Capital
Alabama
$866K +$94K +1,775 +12%
WCM
1410
Washington Capital Management
Washington
$865K -$96.4K -1,750 -10%
BCM
1411
Brookstone Capital Management
Illinois
$865K -$29.5K -536 -3%
NIA
1412
Northstar Investment Advisors
Colorado
$864K +$12.5K +227 +1%
IWA
1413
Intercontinental Wealth Advisors
Texas
$861K +$270K +4,897 +46%
BAM
1414
Barrett Asset Management
New York
$860K -$16.5K -300 -2%
LNC
1415
Lincoln National Corp
Pennsylvania
$856K -$2.1M -38,051 -71%
WCM
1416
Windsor Capital Management
Arizona
$853K -$23.6K -428 -3%
WG
1417
Welch Group
Alabama
$848K -$113K -2,057 -12%
S
1418
SignatureFD
Georgia
$846K +$38.9K +707 +5%
JFGLC
1419
Johnson Financial Group LLC (Colorado)
Colorado
$845K +$845K +15,331 New
LC
1420
LCNB Corp
Ohio
$845K +$845K +15,337 New
CPIG
1421
Chicago Partners Investment Group
Illinois
$844K +$61.2K +1,109 +8%
MWM
1422
Meridian Wealth Management
Kentucky
$843K +$843K +15,249 New
AssetMark Inc
1423
AssetMark Inc
California
$842K -$84.1K -1,526 -9%
MGIA
1424
Moneta Group Investment Advisors
Missouri
$840K +$101K +1,834 +14%
KTC
1425
Kistler-Tiffany Companies
Pennsylvania
$839K -$15.2K -275 -2%
55 56
57
58 59