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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 %
William Blair & Company
376
William Blair & Company
Illinois
$32.2M -$1.55M -28,134 -5%
FFA
377
First Foundation Advisors
California
$31M -$123K -2,239 -0.4%
FQ
378
First Quadrant
California
$30.2M -$25.9M -469,868 -46%
DCM
379
Dupont Capital Management
Delaware
$30M +$14.8M +269,105 +98%
ESBC
380
E.S. Barr & Co
Kentucky
$30M -$48.6K -881 -0.2%
CIBC Asset Management
381
CIBC Asset Management
Ontario, Canada
$29.6M -$520K -9,430 -2%
MOACM
382
Mutual of America Capital Management
New York
$29.5M +$331K +5,998 +1%
WT
383
Washington Trust
Rhode Island
$29.3M -$4.56M -82,776 -13%
Bank of Nova Scotia
384
Bank of Nova Scotia
Ontario, Canada
$28.8M -$16.1M -292,114 -36%
NMIMC
385
Northwestern Mutual Investment Management Company
Wisconsin
$28.6M +$3.85M +69,783 +16%
GC
386
Giverny Capital
Quebec, Canada
$28.3M +$152K +2,752 +0.5%
RJFSA
387
Raymond James Financial Services Advisors
Florida
$28.3M -$3.87M -70,232 -12%
WB
388
WesBanco Bank
West Virginia
$28.2M -$252K -4,576 -0.9%
DILIC
389
Dai-ichi Life Insurance Company
Japan
$28M +$28M +507,647 New
BG
390
Bahl & Gaynor
Ohio
$28M +$314K +5,691 +1%
SAM
391
Sompo Asset Management
Japan
$27.7M +$27.7M +502,991 New
UB
392
UMB Bank
Missouri
$27.6M -$5.83M -105,734 -17%
OA
393
Oak Associates
Ohio
$27.4M -$3.62M -65,719 -12%
TU
394
TDAM USA
Ontario, Canada
$27.4M -$2.78M -50,490 -9%
BVDMP
395
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$27.3M – – –
Daiwa Securities Group
396
Daiwa Securities Group
Japan
$27.2M +$13.3M +241,844 +96%
AIM
397
Avity Investment Management
Connecticut
$27M +$1.8M +32,585 +7%
Creative Planning
398
Creative Planning
Kansas
$27M -$827K -15,009 -3%
MAA
399
Matrix Asset Advisors
New York
$27M +$863K +15,665 +3%
NMERB
400
New Mexico Educational Retirement Board
New Mexico
$26.7M +$986K +17,900 +4%
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