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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 %
SLG
1426
Stanley-Laman Group
Pennsylvania
$835K -$147K -2,677 -15%
TNAM
1427
Terra Nova Asset Management
New York
$835K +$133K +2,423 +19%
SQA
1428
Simon Quick Advisors
New Jersey
$828K +$828K +15,028 New
EGM
1429
Engineers Gate Manager
New York
$821K -$2.37M -42,961 -74%
BCMO
1430
Buckingham Capital Management (Ohio)
Ohio
$816K -$121K -2,193 -13%
EWA
1431
Exencial Wealth Advisors
Oklahoma
$811K -$20.7K -376 -2%
CEP
1432
Chicago Equity Partners
Illinois
$803K -$4.19M -75,965 -84%
IWM
1433
IHT Wealth Management
Illinois
$800K +$800K +14,290 New
CA
1434
CapWealth Advisors
Tennessee
$797K -$11.5M -209,208 -94%
CA
1435
Cornerstone Advisory
Maryland
$796K -$3.2K -58 -0.4%
FNBTCON
1436
First National Bank & Trust Co of Newtown
Pennsylvania
$796K +$9.04K +164 +1%
DT
1437
Diversified Trust
Tennessee
$795K +$248K +4,494 +45%
LJHT
1438
Laurie J. Hall Trustee
$795K +$795K +14,450 New
LCM
1439
Liberty Capital Management
Michigan
$791K -$1.06M -19,586 -57%
WHI
1440
William Harris Investors
Illinois
$780K +$216K +3,910 +38%
MSAM
1441
Moloney Securities Asset Management
Missouri
$774K +$774K +14,039 New
WPA
1442
West Paces Advisors
Georgia
$770K +$770K +13,974 New
TSS
1443
Two Sigma Securities
New York
$766K -$2.61M -47,308 -77%
NAM
1444
Needelman Asset Management
California
$764K -$7.16K -130 -0.9%
ZB
1445
Zions Bancorporation
Utah
$763K -$772 -14 -0.1%
LCS
1446
Levin Capital Strategies
New York
$757K -$667K -12,100 -47%
IH
1447
IFC Holdings
Florida
$757K -$321K -5,805 -30%
JCM
1448
Jacobi Capital Management
Pennsylvania
$755K -$54K -986 -7%
BCP
1449
Berkeley Capital Partners
Georgia
$754K -$27.4K -498 -4%
AFP
1450
Ausdal Financial Partners
Iowa
$754K -$18.2K -330 -2%
56 57
58
59 60