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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 %
PFO
1601
Pathstone Family Office
New Jersey
$472K +$463K +8,392 +4,879%
LPIC
1602
LeJeune Puetz Investment Counsel
Michigan
$470K +$470K +8,537 New
CC
1603
Colrain Capital
Massachusetts
$468K – – –
IAA
1604
Ironsides Asset Advisors
North Carolina
$466K +$2.53K +46 +0.5%
TIM
1605
Thompson Investment Management
Wisconsin
$465K -$16.5K -300 -3%
NA
1606
Nottingham Advisors
New York
$464K -$90.5K -1,643 -16%
MFIMFI
1607
Mesirow Financial Investment Management - Fixed Income
Illinois
$463K -$303K -5,500 -40%
FAN
1608
Financial Advisors Network
California
$461K +$461K +8,181 New
TCM
1609
Tradewinds Capital Management
Washington
$461K +$160K +2,910 +53%
RP
1610
Reinhart Partners
Wisconsin
$460K +$12.4K +225 +3%
LRPA
1611
L. Roy Papp & Associates
Arizona
$459K +$18.1K +329 +4%
PFA
1612
Pure Financial Advisors
California
$459K +$75.3K +1,365 +20%
GWCM
1613
Godshalk Welsh Capital Management
Pennsylvania
$457K -$27.5K -500 -6%
PHAM
1614
Palisades Hudson Asset Management
Florida
$454K – – –
GEM
1615
Global Endowment Management
North Carolina
$452K -$4.14M -75,090 -90%
FC
1616
FCA Corp
Texas
$450K – – –
HK
1617
Horizon Kinetics
New York
$450K +$162K +2,940 +56%
JWA
1618
JFS Wealth Advisors
Pennsylvania
$449K -$81.4K -1,477 -15%
Koshinski Asset Management
1619
Koshinski Asset Management
Illinois
$447K -$215K -3,902 -32%
RIG
1620
Renaissance Investment Group
Massachusetts
$447K +$171K +3,100 +62%
AIM
1621
Arcadia Investment Management
Michigan
$445K -$9.92K -180 -2%
STMM
1622
South Texas Money Management
Texas
$442K +$442K +8,025 New
NL
1623
NWAM LLC
Washington
$439K -$109K -1,980 -20%
GS
1624
Girard Securities
California
$439K +$181K +3,281 +70%
SBWM
1625
Sunflower Bank Wealth Management
Arizona
$433K -$38.5K -700 -8%
63 64
65
66 67