WFC icon

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 %
WCM
1626
Wallace Capital Management
Texas
$433K – – –
AGM
1627
Alpine Global Management
New York
$433K +$433K +7,857 New
HL
1628
HeadInvest LLC
Maine
$427K – – –
RB
1629
Rodgers Brothers
Pennsylvania
$425K +$221 +4 +0.1%
VFPI
1630
Vantage Financial Partners (Illinois)
Illinois
$425K +$425K +7,700 New
PAG
1631
Pinnacle Advisory Group
Maryland
$424K +$424K +7,699 New
IIA
1632
IPG Investment Advisors
California
$423K -$105K -1,897 -20%
IHL
1633
Investment House LLC
California
$423K -$49.6K -900 -10%
DDC
1634
DF Dent & Co
Maryland
$422K – – –
PLFAM
1635
Pineno Levin & Ford Asset Management
Virginia
$422K – – –
MSFP
1636
Mark Sheptoff Financial Planning
Connecticut
$419K – – –
RA
1637
RFG Advisory
Alabama
$417K – – –
KA
1638
Kovack Advisors
Florida
$416K -$602K -10,935 -59%
BIAS
1639
Beacon Investment Advisory Services
New Jersey
$415K -$56.2K -1,020 -12%
BCM
1640
Bourgeon Capital Management
Connecticut
$413K -$583K -10,585 -59%
RMCM
1641
Reynders McVeigh Capital Management
Massachusetts
$413K -$39.4K -715 -9%
TCOO
1642
Trust Company of Oklahoma
Oklahoma
$413K -$79.9K -1,450 -16%
CAL
1643
Capital Analysts LLC
Pennsylvania
$409K – – –
AF
1644
Affiance Financial
Minnesota
$409K +$2.76K +50 +0.7%
AB
1645
Atlas Brown
Kentucky
$406K – – –
PIA
1646
Peachtree Investment Advisors
Georgia
$405K – – –
AWM
1647
AllSquare Wealth Management
New York
$402K +$203K +3,678 +102%
GIM
1648
Goelzer Investment Management
Indiana
$401K -$44.1K -800 -10%
PHK
1649
Point72 Hong Kong
Hong Kong
$399K -$241K -4,365 -38%
SCG
1650
Sonata Capital Group
Washington
$397K +$46.9K +850 +13%
64 65
66
67 68