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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 %
ADL
1526
Asset Dedication LLC
California
$590K +$42.3K +773 +8%
FA
1527
Fagan Associates
New York
$588K -$68.8K -1,249 -10%
MFW
1528
Mosaic Family Wealth
Missouri
$587K -$142K -2,576 -19%
MHS
1529
M Holdings Securities
Oregon
$587K -$27.6K -501 -4%
KWMG
1530
King Wealth Management Group
Florida
$587K +$124K +2,254 +27%
CFP
1531
Cornerstone Financial Partners
North Carolina
$586K -$41.3K -748 -7%
HCM
1532
Hilton Capital Management
New York
$583K -$216K -3,924 -27%
CA
1533
Callahan Advisors
Texas
$582K -$5.72M -103,813 -91%
OCM
1534
Osterweis Capital Management
California
$582K – – –
SWM
1535
Stockman Wealth Management
Montana
$581K -$528K -9,594 -48%
SMC
1536
Smith, Moore & Co
Missouri
$579K -$6.18K -112 -1%
QT
1537
Quantbot Technologies
New York
$574K -$16.9M -306,284 -97%
CFA
1538
Capstone Financial Advisors
Illinois
$574K -$119K -2,152 -17%
CCM
1539
Consolidated Capital Management
California
$572K +$572K +10,376 New
SWK
1540
Stephen W. Kidder
$571K – – –
BJL
1541
Brighton Jones LLC
Washington
$569K -$2M -36,234 -78%
MC
1542
Micawber Capital
Washington
$565K +$565K +10,248 New
JDR
1543
Jay D. Rosenbaum
$561K +$11.1K +201 +2%
SA
1544
SQ Advisors
Florida
$560K -$305M -5,539,129 -100%
WDL
1545
Well Done LLC
Michigan
$560K – – –
OIA
1546
Optimum Investment Advisors
Illinois
$557K -$9.2K -167 -2%
CCM
1547
Cutler Capital Management
Massachusetts
$556K -$165K -3,000 -23%
SBL
1548
Sargent Bickham Lagudis
Colorado
$555K +$539K +9,781 +3,468%
LP
1549
LGL Partners
Pennsylvania
$554K – – –
DAM
1550
Deltec Asset Management
New York
$554K +$554K +10,060 New
60 61
62
63 64