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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
1826
SRB Corp
Massachusetts
$178K – – –
NYLT
1827
New York Life Trust
New York
$174K +$10.4K +190 +6%
VCM
1828
Versant Capital Management
Arizona
$173K +$1.54K +28 +0.9%
PRS
1829
Pinkerton Retirement Specialists
Idaho
$171K -$2.75M -49,964 -94%
MIC
1830
MU Investments Company
Japan
$167K -$89.2K -1,630 -35%
VCM
1831
Vigilant Capital Management
Maine
$156K -$33.9K -614 -18%
TDC
1832
Thompson Davis & Co
Virginia
$155K +$24.2K +439 +18%
HTHT
1833
Hemenway Trust Hemenway Trust
New Hampshire
$152K +$152K +2,759 New
KFA
1834
Kays Financial Advisory
Georgia
$152K +$152K +2,769 New
LWM
1835
Lenox Wealth Management
Ohio
$151K -$22.2K -404 -13%
WAS
1836
Winch Advisory Services
Wisconsin
$151K +$1.05K +19 +0.7%
AOWM
1837
Alpha Omega Wealth Management
Virginia
$151K +$20.1K +365 +15%
BCI
1838
Brinker Capital Investments
Pennsylvania
$151K +$22K +400 +17%
IP
1839
Intellectus Partners
California
$149K +$149K +2,711 New
MUS
1840
Mitsubishi UFJ Securities
Japan
$148K +$131K +2,380 +793%
MWM
1841
Mascoma Wealth Management
New Hampshire
$148K +$148K +2,689 New
HCM
1842
Highlander Capital Management
New Jersey
$147K -$27.5K -500 -16%
TAM
1843
Trust Asset Management
Texas
$144K – – –
MMH
1844
Menora Mivtachim Holdings
Israel
$138K -$24.4M -441,500 -99%
PO
1845
Private Ocean
California
$136K +$68K +1,236 +100%
FWM
1846
Focused Wealth Management
New York
$135K -$70.8K -1,284 -34%
ACM
1847
Armbruster Capital Management
New York
$134K – – –
IWC
1848
Integrated Wealth Counsel
California
$133K – – –
WC
1849
Whitnell & Co
Illinois
$129K -$553K -10,044 -81%
CHP
1850
Cable Hill Partners
Oregon
$129K -$14K -254 -10%
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