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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 %
SC
1801
Schulhoff & Co
Ohio
$213K +$213K +3,872 New
CFA
1802
Cahill Financial Advisors
Minnesota
$212K +$212K +3,842 New
REMPR
1803
Roof Eidam Maycock Peralta (REMP)
California
$209K +$209K +3,800 New
GC
1804
Garde Capital
Washington
$207K -$1.02M -18,488 -83%
EA
1805
Elm Advisors
California
$207K +$207K +3,750 New
HC
1806
Hourglass Capital
Texas
$207K +$207K +3,750 New
WI
1807
WrapManager Inc
California
$207K +$207K +3,762 New
CFG
1808
CKW Financial Group
Hawaii
$206K +$22K +400 +12%
NCM
1809
Nelson Capital Management
California
$205K +$11.8K +213 +6%
OAM
1810
Oberweis Asset Management
Illinois
$205K +$205K +3,718 New
CCA
1811
Conestoga Capital Advisors
Pennsylvania
$204K +$204K +3,702 New
WCM
1812
Wedge Capital Management
North Carolina
$204K +$204K +3,703 New
BTIS
1813
BB&T Investment Services
North Carolina
$203K +$203K +3,657 New
SCM
1814
Stonebridge Capital Management
California
$203K +$203K +3,687 New
FA
1815
FCG Advisors
New Jersey
$203K +$203K +3,690 New
NFG
1816
Nations Financial Group
Iowa
$202K -$203K -3,668 -50%
PP
1817
Pegasus Partners
Wisconsin
$202K +$202K +3,663 New
WCF
1818
West Coast Financial
California
$201K +$201K +3,640 New
IF
1819
Ironwood Financial
Arizona
$200K -$7.43K -135 -4%
SJL
1820
Shayne & Jacobs LLC
Tennessee
$200K +$200K +3,631 New
HR
1821
Howe & Rusling
New York
$197K +$1.16K +21 +0.6%
GAM
1822
Gemmer Asset Management
California
$193K +$3.92K +71 +2%
CWM
1823
Cedar Wealth Management
California
$191K – – –
OSNBOA
1824
Old Second National Bank of Aurora
Illinois
$190K -$3.99M -72,641 -95%
SIAP
1825
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$182K +$182K +3,300 New
71 72
73
74 75