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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 %
CWM
1651
Cornerstone Wealth Management
Missouri
$397K +$106K +1,895 +37%
GBT
1652
Grove Bank & Trust
Florida
$397K +$257K +4,665 +184%
OFW
1653
Omnia Family Wealth
Florida
$395K +$395K +7,170 New
WSCM
1654
Wellington Shields Capital Management
New York
$394K -$16K -290 -4%
FMC
1655
First Merchants Corp
Indiana
$393K -$76.8K -1,392 -16%
JWBC
1656
J.W. Burns & Co
New York
$390K -$29.6K -537 -7%
RP
1657
Riverbridge Partners
Minnesota
$389K – – –
DMC
1658
Drexel Morgan & Co
Pennsylvania
$381K – – –
HS
1659
Huntington Steele
Pennsylvania
$380K +$55 +1 +0%
AW
1660
Alpha Windward
Massachusetts
$380K +$24.8K +450 +7%
WIP
1661
Wellesley Investment Partners
Massachusetts
$380K +$84.4K +1,535 +29%
DSI
1662
Daiwa SB Investments
Japan
$379K -$5.87M -106,490 -94%
SPWA
1663
SteelBridge Private Wealth Advisors
Florida
$379K +$379K +6,730 New
KFA
1664
Kelleher Financial Advisors
New York
$377K – – –
DE
1665
Day & Ennis
Georgia
$373K +$6.39K +116 +2%
CAM
1666
Congress Asset Management
Massachusetts
$372K -$94.8K -1,721 -20%
BFS
1667
Baskin Financial Services
Ontario, Canada
$371K +$66.1K +1,200 +22%
KFP
1668
Keystone Financial Planning
Ohio
$370K -$4.52K -82 -1%
ERIM
1669
Eagle Ridge Investment Management
Connecticut
$369K +$369K +6,688 New
BFG
1670
Bouchey Financial Group
New York
$368K +$55 +1 +0%
SA
1671
Strategic Advisors
New York
$367K -$464K -8,409 -56%
HIC
1672
Harvey Investment Company
Kentucky
$365K – – –
Aristotle Capital Management
1673
Aristotle Capital Management
California
$364K – – –
FWP
1674
FAS Wealth Partners
Kansas
$363K +$2.92K +53 +0.8%
RCM
1675
RB Capital Management
Nevada
$363K +$363K +6,591 New
65 66
67
68 69