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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 %
HPWM
1776
Highland Private Wealth Management
Washington
$247K -$5.91K -107 -2%
CIAS
1777
Capital Investment Advisory Services
North Carolina
$245K +$245K +4,438 New
RIG
1778
Roosevelt Investment Group
New York
$241K -$303K -5,497 -56%
MWM
1779
Marietta Wealth Management
Georgia
$240K +$240K +4,351 New
CIAN
1780
Capstone Investment Advisors (Netherlands)
New York
$240K +$240K +4,362 New
FPCP
1781
Fort Point Capital Partners
California
$239K -$477K -8,784 -67%
BA
1782
Bristlecone Advisors
Washington
$235K -$2.5M -45,458 -91%
MCM
1783
Maple Capital Management
Vermont
$235K +$235K +4,256 New
CTA
1784
Colonial Trust Advisors
South Carolina
$230K +$230K +4,178 New
PCA
1785
Peddock Capital Advisors
Massachusetts
$229K -$18.2K -330 -7%
CIM
1786
Confluence Investment Management
Missouri
$227K +$227K +4,111 New
CCMW
1787
Cypress Capital Management (Wyoming)
Wyoming
$226K +$56 +1 +0%
SM
1788
Sciencast Management
New Jersey
$222K +$222K +4,030 New
B
1789
Bridgeworth
Alabama
$221K +$221K +4,026 New
FMTCOCP
1790
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$221K +$221K +4,003 New
SMH
1791
Sanders Morris Harris
Texas
$219K -$55.1K -1,000 -20%
SCM
1792
Salem Capital Management
Massachusetts
$218K -$118K -2,150 -35%
FCB
1793
First Command Bank
Texas
$218K +$218K +3,961 New
FCFS
1794
First Command Financial Services
Texas
$218K +$218K +3,961 New
WPA
1795
Winning Points Advisors
Florida
$218K +$218K +3,961 New
CC
1796
Cornerstone Capital
California
$217K +$217K +3,935 New
NCM
1797
Noesis Capital Mangement
Florida
$216K +$216K +3,916 New
AIA
1798
Armor Investment Advisors
North Carolina
$216K +$216K +3,917 New
MC
1799
Montag & Caldwell
Georgia
$215K +$215K +3,900 New
VIMU
1800
Veritas Investment Management (UK)
United Kingdom
$214K -$44.6K -810 -17%
70 71
72
73 74