WFC icon

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 %
BCM
1451
BlueCrest Capital Management
Jersey
$748K -$2.05M -37,285 -73%
JC
1452
Jacobs & Co
California
$748K -$51.6K -936 -6%
SFG
1453
SNS Financial Group
Minnesota
$746K +$116K +2,100 +18%
Verition Fund Management
1454
Verition Fund Management
Connecticut
$745K -$282K -5,113 -27%
IC
1455
InterOcean Capital
Illinois
$739K +$6.94K +126 +0.9%
BFIC
1456
Bedell Frazier Investment Counselling
California
$737K -$259K -4,697 -26%
MJP
1457
Michael J. Puzo
$736K -$46.8K -850 -6%
DWM
1458
Destination Wealth Management
California
$735K +$178K +3,229 +32%
NWM
1459
Northwest Wealth Management
Iowa
$734K +$734K +13,316 New
FAB
1460
First American Bank
Illinois
$729K -$185K -3,358 -20%
BA
1461
Bristol Advisors
Pennsylvania
$727K +$727K +13,200 New
CCMG
1462
Clark Capital Management Group
Pennsylvania
$726K -$103K -1,861 -12%
MCM
1463
Mengis Capital Management
Oregon
$719K -$41.3K -750 -5%
HIC
1464
Hartline Investment Corp
Illinois
$718K +$5.23K +95 +0.7%
EIA
1465
Edgemoor Investment Advisors
Maryland
$717K -$53.6K -973 -7%
BWM
1466
BigSur Wealth Management
Florida
$716K +$716K +13,000 New
FAM
1467
Formidable Asset Management
Ohio
$711K -$30.5K -554 -4%
BW
1468
Bison Wealth
Georgia
$711K -$18.5K -335 -3%
KFS
1469
Kurt F. Somerville
$710K -$110K -2,000 -13%
JFA
1470
JNBA Financial Advisors
Minnesota
$705K -$103K -1,867 -13%
NAM
1471
NTV Asset Management
West Virginia
$704K -$7.49K -136 -1%
DDPIC
1472
Deroy & Devereaux Private Investment Counsel
Michigan
$701K -$44.9K -814 -6%
AB
1473
AT Bancorp
Iowa
$701K +$285K +5,177 +69%
FDS
1474
First Dallas Securities
Texas
$699K -$52.3K -950 -7%
TC
1475
Telemus Capital
Michigan
$695K -$69.4K -1,259 -9%
57 58
59
60 61