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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 %
WA
1751
WealthTrust-Arizona
Arizona
$272K +$30.5K +554 +13%
GMA
1752
Goldstein Munger & Associates
California
$270K -$110K -2,000 -29%
KL
1753
Kinsight LLC
Alabama
$270K – – –
JGIA
1754
Jackson Grant Investment Advisers
Connecticut
$270K +$73K +1,326 +37%
SAM
1755
Smithbridge Asset Management
Pennsylvania
$269K -$4.06M -73,524 -94%
AHC
1756
Anderson Hoagland & Co
Missouri
$269K +$269K +4,890 New
CBTWT
1757
Community Bank & Trust (Waco, Texas)
Texas
$267K – – –
BFIM
1758
Beese Fulmer Investment Management
Ohio
$267K – – –
BAAM
1759
Baker Avenue Asset Management
California
$265K -$247K -4,479 -48%
DW
1760
Domani Wealth
Pennsylvania
$264K – – –
CAM
1761
Concorde Asset Management
Michigan
$263K -$1.41M -25,718 -84%
WA
1762
Winfield Associates
Ohio
$262K +$22.2K +403 +9%
UBG
1763
United Bank (Georgia)
Georgia
$262K +$262K +4,759 New
WMG
1764
WESCAP Management Group
California
$261K -$293K -5,322 -53%
CNB
1765
Camden National Bank
Maine
$261K +$261K +4,735 New
WPIC
1766
White Pine Investment Company
Michigan
$259K – – –
ATC
1767
Adirondack Trust Company
New York
$256K -$16.3K -296 -6%
AAM
1768
American Asset Management
Florida
$256K -$5.51K -100 -2%
WFG
1769
Windsor Financial Group
Minnesota
$256K – – –
BWA
1770
Burt Wealth Advisors
Maryland
$255K – – –
CBT
1771
Central Bank & Trust
Kentucky
$254K -$423K -7,666 -62%
KC
1772
Kingfisher Capital
North Carolina
$254K – – –
SHWM
1773
Smith & Howard Wealth Management
Georgia
$254K – – –
CAM
1774
Covenant Asset Management
New Jersey
$254K +$254K +4,613 New
PCFFS
1775
Pacific Center for Financial Services
California
$251K +$251K +4,547 New
69 70
71
72 73