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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 %
HCC
1876
Hirtle Callaghan & Co
Pennsylvania
$64K -$2.32M -42,761 -97%
MCM
1877
Manchester Capital Management
Vermont
$63K – – –
M
1878
MOTCO
Texas
$62K -$3.58M -65,064 -98%
PG
1879
Patten Group
Tennessee
$62K -$7.05K -125 -10%
DPA
1880
Delphi Private Advisors
California
$60K – – –
RPG
1881
Risk Paradigm Group
Texas
$59.6K – – –
PIM
1882
Parasol Investment Management
Illinois
$55K -$46.2K -840 -46%
WAM
1883
Westport Asset Management
Connecticut
$55K +$55K +1,000 New
TCCM
1884
Timber Creek Capital Management
Massachusetts
$53K -$112K -2,057 -68%
KKAMG
1885
Kernodle & Katon Asset Management Group
Arkansas
$50K +$55 +1 +0.1%
DOA
1886
D'Orazio & Associates
Virginia
$50K +$110 +2 +0.2%
APSP
1887
Asset Planning Services (Pennsylvania)
Pennsylvania
$48K +$167 +3 +0.3%
RAM
1888
Riggs Asset Management
Pennsylvania
$44K -$5.46K -99 -11%
RI
1889
Redwood Investments
Massachusetts
$44K – – –
RBC
1890
Roble Belko & Company
Pennsylvania
$41K +$38.2K +690 +1,380%
CFD
1891
Creative Financial Designs
Indiana
$40K +$40K +719 New
AP
1892
Advisors Preferred
Maryland
$37K -$12.9K -232 -26%
AIC
1893
Ayalon Insurance Company
Israel
$37K – – –
SCA
1894
Stuart Chaussee & Associates
California
$35K – – –
RFWA
1895
RPg Family Wealth Advisory
Massachusetts
$34.7K +$13.6K +246 +64%
IP
1896
Isthmus Partners
Wisconsin
$33K – – –
ST
1897
Sphinx Trading
Illinois
$33K +$33K +600 New
HDIM
1898
Hanson & Doremus Investment Management
Vermont
$32.8K – – –
FFW
1899
Fusion Family Wealth
New York
$32K +$32K +594 New
NC
1900
NewSquare Capital
Pennsylvania
$31K -$50.9K -922 -62%
74 75
76
77 78