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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 %
NCM
1901
New Capital Management
Texas
$29K +$29K +519 New
OCM
1902
Oakview Capital Management
Texas
$28K +$28K +500 New
IWA
1903
IBEX Wealth Advisors
New Jersey
$25K +$25K +455 New
Financial Engines Advisors
1904
Financial Engines Advisors
California
$24K -$26K -469 -52%
MWM
1905
MinichMacGregor Wealth Management
New York
$24K -$11.9K -221 -33%
TCM
1906
TD Capital Management
Tennessee
$24K -$4.52K -81 -16%
TG
1907
TLP Group
Illinois
$24K +$24K +444 New
HWM
1908
Holloway Wealth Management
Florida
$23K – – –
ES
1909
Equitec Specialists
Illinois
$22K -$158K -2,900 -88%
CAL
1910
Capital Advisors Ltd
Ohio
$22K +$6.02K +107 +38%
LNB
1911
Ledyard National Bank
$22K +$22K +400 New
LS
1912
Livforsakringsbolaget Skandia
Sweden
$21.7K +$20.7K +375,440 +2,054%
OFS
1913
Orrstown Financial Services
Pennsylvania
$21K +$4.98K +95 +31%
LWA
1914
Lenox Wealth Advisors
New York
$17K -$3.34K -60 -16%
TIM
1915
Tortoise Investment Management
New York
$17K – – –
VIA
1916
Vantage Investment Advisors
Pennsylvania
$17K +$1.99K +37 +13%
HFM
1917
Harvest Fund Management
China
$14K +$14K +262 New
CP
1918
Corbenic Partners
Pennsylvania
$11K – – –
GWA
1919
Guidant Wealth Advisors
Illinois
$11K – – –
LA
1920
Legacy Advisors
Pennsylvania
$11K +$11K +213 New
DSN
1921
D. Scott Neal
Kentucky
$10K – – –
WAP
1922
Wealthcare Advisory Partners
Pennsylvania
$10K – – –
SFG
1923
SevenBridge Financial Group
Pennsylvania
$9K – – –
AA
1924
AlphaMark Advisors
Kentucky
$9K +$5.77K +100 +179%
JAM
1925
Jolley Asset Management
North Carolina
$8K -$5.33K -100 -40%
75 76
77
78 79