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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 %
HA
1551
Harbor Advisors
Florida
$551K +$551K +10,000 New
WI
1552
Wintrust Investments
Illinois
$549K -$13.5K -245 -2%
CAW
1553
Cornerstone Advisors (Washington)
Washington
$549K +$32.6K +591 +6%
HCM
1554
Hollencrest Capital Management
California
$548K -$22.8K -414 -4%
ZIG
1555
Zuckerman Investment Group
Illinois
$548K – – –
WIA
1556
Westbourne Investment Advisors
Maryland
$548K – – –
NQWM
1557
Northwest Quadrant Wealth Management
Oregon
$546K +$546K +9,657 New
VHAM
1558
Van Hulzen Asset Management
California
$540K +$5.4K +98 +1%
KP
1559
Keel Point
Alabama
$539K -$97.1K -1,761 -15%
SIM
1560
SSI Investment Management
California
$538K -$204K -3,713 -27%
CCMD
1561
Cypress Capital Management (Delaware)
Delaware
$537K +$268K +4,870 +100%
VCAM
1562
Van Cleef Asset Management
Ohio
$534K -$259K -4,701 -33%
HHGA
1563
Halbert Hargrove Global Advisors
California
$532K -$3.09K -56 -0.6%
KPCM
1564
Kings Point Capital Management
New York
$530K -$12.4K -225 -2%
GSBTD
1565
Glenview State Bank Trust Department
Illinois
$530K +$22K +400 +4%
PA
1566
Parallel Advisors
California
$528K +$528K +9,578 New
BWL
1567
Bogart Wealth LLC
Virginia
$527K +$527K +9,560 New
JCM
1568
Janney Capital Management
Pennsylvania
$526K -$28.1K -511 -5%
ACP
1569
Aveo Capital Partners
Colorado
$526K +$526K +9,547 New
SMG
1570
Spectrum Management Group
Indiana
$526K +$526K +9,552 New
FNB
1571
Farmers National Bank
Kentucky
$522K -$1.16M -21,021 -69%
PRCM
1572
Pine River Capital Management
Minnesota
$519K -$375K -6,800 -42%
TFF
1573
The Family Firm
Maryland
$517K -$38.5K -698 -7%
MIHAS
1574
Maj Invest Holding A/S
Denmark
$513K +$101K +1,840 +25%
OC
1575
Oarsman Capital
Wisconsin
$511K -$501K -9,107 -50%
61 62
63
64 65