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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 %
SAM
1851
Sunnymeath Asset Management
New Jersey
$129K – – –
EF
1852
Empirical Finance
Pennsylvania
$128K +$128K +2,313 New
LWM
1853
LBA Wealth Management
Florida
$115K -$61K -1,104 -35%
BC
1854
Blueport Capital
Texas
$115K +$115K +2,085 New
CCS
1855
Crosspoint Capital Strategies
California
$110K – – –
BRC
1856
Bell Rock Capital
Delaware
$106K +$106K +1,925 New
SGAM
1857
Smith Group Asset Management
Texas
$104K -$15.3K -258 -13%
SA
1858
SRH Advisors
Kansas
$102K +$55.1K +1,000 +118%
TCM
1859
Trent Capital Management
North Carolina
$102K +$102K +1,848 New
AC
1860
Alexandria Capital
Virginia
$100K -$135K -2,449 -57%
First Eagle Investment Management
1861
First Eagle Investment Management
New York
$99K – – –
PFGIA
1862
Patriot Financial Group Insurance Agency
Massachusetts
$99K +$99K +1,801 New
CWM
1863
Catamount Wealth Management
Connecticut
$98K – – –
BKA
1864
Brick & Kyle Associates
Pennsylvania
$94K -$9.2K -166 -9%
CFA
1865
Camarda Financial Advisors
Florida
$91K +$41.6K +752 +84%
GI
1866
Gradient Investments
Minnesota
$87K -$5.26M -95,018 -98%
BWM
1867
Baystate Wealth Management
Massachusetts
$86K +$86K +1,534 New
MCA
1868
Mercer Capital Advisers
New Jersey
$85K -$22.8K -412 -21%
AFIA
1869
America First Investment Advisors
Nebraska
$82K – – –
IIC
1870
Integrated Investment Consultants
Michigan
$82K +$110 +2 +0.1%
WIM
1871
Westside Investment Management
California
$80K +$80K +1,459 New
AIS
1872
Accurate Investment Solutions
Pennsylvania
$77K -$2.9M -52,360 -97%
AAC
1873
Asset Advisors Corp
Georgia
$76K – – –
CWM
1874
Cranbrook Wealth Management
Michigan
$74K – – –
CFA
1875
CT Financial Advisors
Pennsylvania
$73.9K – – –
73 74
75
76 77