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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 %
VCM
1501
Vision Capital Management
Oregon
$636K -$488K -8,850 -43%
PCP
1502
Proficio Capital Partners
Massachusetts
$631K +$107K +1,936 +20%
ANTB
1503
AMG National Trust Bank
Colorado
$630K -$634K -11,510 -50%
MFBTD
1504
MB Financial Bank - Trust Department
Illinois
$627K -$17.1M -309,677 -96%
MCWS
1505
McKinley Carter Wealth Services
West Virginia
$626K +$100K +2,003 +19%
WCWM
1506
Willow Creek Wealth Management
California
$625K -$2.59K -47 -0.4%
SAM
1507
Shamrock Asset Management
Texas
$619K -$344K -6,306 -36%
CF
1508
CenterStar Fund
Illinois
$619K -$733K – –
VST
1509
Van Strum & Towne
California
$616K – – –
BC
1510
Barnett & Company
Tennessee
$615K -$38.6K -700 -6%
ECM
1511
Ensemble Capital Management
California
$615K +$109K +1,970 +21%
RIM
1512
Regent Investment Management
Kentucky
$612K – – –
TAM
1513
Tealwood Asset Management
Minnesota
$610K +$610K +11,075 New
GHAM
1514
Gilman Hill Asset Management
Connecticut
$608K +$139K +2,528 +30%
SWA
1515
Sutton Wealth Advisors
Florida
$607K -$5.79K -105 -0.9%
AZA
1516
Arthur Zaske & Associates
Michigan
$607K +$607K +11,015 New
TFO
1517
Tarbox Family Office
California
$605K -$386 -7 -0.1%
FHA
1518
Flagship Harbor Advisors
Massachusetts
$605K +$605K +10,926 New
FIM
1519
Fruth Investment Management
Texas
$603K – – –
GIC
1520
GFI Investment Counsel
Ontario, Canada
$602K +$602K +10,925 New
WA
1521
WBH Advisory
Maryland
$600K -$45.2K -820 -7%
SEC
1522
Seven Eight Capital
New York
$598K -$2.28M -41,400 -79%
GP
1523
GLG Partners
United Kingdom
$595K -$8.76M -158,836 -94%
IPAM
1524
ICICI Prudential Asset Management
India
$595K +$595K +10,800 New
CRC
1525
Curi RMB Capital
Illinois
$594K -$2.84M -51,426 -83%
59 60
61
62 63