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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 %
KSA
1576
Ken Stern & Associates
California
$510K +$29.5K +535 +6%
SFM
1577
Systematic Financial Management
New Jersey
$509K – – –
SFP
1578
Shepherd Financial Partners
Massachusetts
$509K +$509K +9,082 New
GBBWRPM
1579
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$508K +$77.4K +1,403 +18%
CB
1580
Chemical Bank
Michigan
$507K +$507K +9,199 New
PFC
1581
Phocas Financial Corp
California
$505K -$393K -7,122 -44%
RBC
1582
Ronald Blue & Co
Georgia
$501K -$54K -979 -10%
SBSB
1583
Sullivan, Bruyette, Speros & Blaney
Virginia
$498K +$65.9K +1,196 +15%
RSA
1584
Robertson Stephens Advisors
California
$498K +$498K +9,041 New
WHRC
1585
W.H. Reaves & Co
New Jersey
$496K – – –
AWA
1586
Arete Wealth Advisors
Illinois
$495K +$19K +345 +4%
OAM
1587
Occidental Asset Management
California
$494K -$331 -6 -0.1%
ACM
1588
AUA Capital Management
Pennsylvania
$493K +$493K +8,949 New
ARMC
1589
American Research & Management Company
Massachusetts
$490K +$490K +8,900 New
MA
1590
Marshwinds Advisory
Georgia
$488K -$15.7K -284 -3%
AIM
1591
Allen Investment Management
New York
$488K – – –
IIC
1592
Ironwood Investment Counsel
Arizona
$487K -$108K -1,962 -18%
GAM
1593
Gould Asset Management
California
$480K +$2.76K +50 +0.6%
BII
1594
Bainco International Investors
Massachusetts
$479K -$12M -217,217 -96%
BMC
1595
Benin Management Corp
Connecticut
$478K +$127K +2,300 +36%
TCB
1596
Texas Capital Bancshares
Texas
$477K +$43.2K +783 +10%
HAM
1597
Highstreet Asset Management
Ontario, Canada
$475K -$1.04M -18,827 -69%
FHC
1598
First Houston Capital
Texas
$474K -$1.4M -25,400 -75%
WPW
1599
Waldron Private Wealth
Pennsylvania
$474K -$172K -3,125 -27%
BIM
1600
Barton Investment Management
Pennsylvania
$473K – – –
62 63
64
65 66