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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 %
BFA
1726
Beaumont Financial Advisors
Massachusetts
$302K -$16.8K -304 -5%
BJ
1727
Brouwer & Janachowski
California
$301K -$14.5K -264 -5%
AAM
1728
Aureus Asset Management
Massachusetts
$298K -$38.7K -702 -12%
IA
1729
Independence Advisors
Pennsylvania
$295K -$3.31K -60 -1%
PTC
1730
Philadelphia Trust Company
Pennsylvania
$294K -$734K -13,312 -71%
RP
1731
Rowlandmiller & Partners
Georgia
$293K -$32.9K -597 -10%
AAM
1732
AR Asset Management
California
$292K – – –
MPM
1733
Meritage Portfolio Management
Kansas
$292K +$292K +5,307 New
AF
1734
Aldebaran Financial
$291K +$21.6K +392 +8%
PL
1735
Parthenon LLC
Kentucky
$290K -$43.4K -788 -13%
CFS
1736
Commonwealth Financial Services
West Virginia
$289K -$11.5K -208 -4%
NFC
1737
Northeast Financial Consultants
Connecticut
$287K -$442K -8,000 -61%
BIG
1738
Bellwether Investment Group
Tennessee
$286K +$286K +5,193 New
SGA
1739
Strategic Global Advisors
California
$285K -$884K -16,040 -76%
NFGCM
1740
Norman Fields Gottscho Capital Management
New York
$285K -$215K -3,900 -43%
GA
1741
Greytown Advisors
Florida
$285K +$285K +5,180 New
CHAM
1742
Clear Harbor Asset Management
Connecticut
$284K +$10.8K +196 +4%
PGA
1743
Portland Global Advisors
Maine
$279K -$38.9K -707 -12%
BW
1744
Biegel & Waller
Maryland
$279K +$279K +4,873 New
BIA
1745
Biondo Investment Advisors
Pennsylvania
$277K -$11.8K -215 -4%
BA
1746
BKS Advisors
Michigan
$277K +$19.7K +357 +8%
SFM
1747
Signet Financial Management
New Jersey
$276K -$183K -3,317 -40%
EC
1748
EJF Capital
Virginia
$276K – – –
WI
1749
Wedgewood Investors
Pennsylvania
$275K – – –
CG
1750
Colony Group
Massachusetts
$273K -$10.2K -185 -4%
68 69
70
71 72