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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 %
SIG
1476
Stanford Investment Group
California
$693K -$460K -8,353 -40%
EAM
1477
Evanson Asset Management
California
$693K -$42.8K -776 -6%
MA
1478
MCF Advisors
Kentucky
$693K +$118K +2,135 +20%
HPBT
1479
High Point Bank & Trust
North Carolina
$692K -$18.9K -343 -3%
SG
1480
StoneX Group
New York
$691K +$13.3K +242 +2%
FCIM
1481
Fairview Capital Investment Management
California
$688K -$22K -400 -3%
WA
1482
Wealth Architects
California
$687K -$20.8K -377 -3%
PMFA
1483
Plante Moran Financial Advisors
Michigan
$685K -$60K -1,089 -8%
PFS
1484
Physicians Financial Services
North Carolina
$685K +$4.75K +99 +0.7%
LPT
1485
Legacy Private Trust
Wisconsin
$675K -$471K -8,545 -41%
SAM
1486
Summit Asset Management
Tennessee
$671K -$5.95K -108 -0.9%
TWI
1487
Thomas White International
Illinois
$671K – – –
GLA
1488
Good Life Advisors
Pennsylvania
$666K +$666K +12,252 New
CGL
1489
Clarius Group LLC
Washington
$661K -$8.82K -160 -1%
WA
1490
Waverly Advisors
Alabama
$656K +$40.8K +740 +7%
DAC
1491
Dividend Assets Capital
South Carolina
$654K +$25.9K +470 +4%
ANB
1492
Amarillo National Bank
Texas
$654K +$246K +4,468 +60%
FPCG
1493
Fort Pitt Capital Group
Pennsylvania
$650K +$29.3K +531 +5%
BB
1494
Bell Bank
North Dakota
$647K -$952K -17,287 -60%
PP
1495
PagnatoKarp Partners
Virginia
$647K +$647K +11,736 New
GAG
1496
GM Advisory Group
New York
$644K +$644K +11,677 New
IOOF
1497
Independent Order of Foresters
Ontario, Canada
$641K -$147K -2,670 -19%
PFBT
1498
Parkside Financial Bank & Trust
Missouri
$641K +$53.5K +970 +9%
WCA
1499
Westover Capital Advisors
Delaware
$640K -$92.2K -1,674 -13%
SCA
1500
Salient Capital Advisors
Texas
$637K -$46.1K -837 -7%
58 59
60
61 62