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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 %
AC
401
AKO Capital
United Kingdom
$26.6M +$26.6M +482,479 New
FT
402
Fiduciary Trust
Massachusetts
$26.4M -$643K -11,664 -2%
OPERF
403
Oregon Public Employees Retirement Fund
Oregon
$26.1M -$263K -4,774 -1%
CFB
404
Cullen/Frost Bankers
Texas
$26M +$126K +2,295 +0.5%
VDI
405
Vaughan David Investments
Illinois
$25.9M +$96.1K +1,744 +0.4%
GC
406
Guardian Capital
Ontario, Canada
$25.7M +$4.29M +77,807 +20%
Northwestern Mutual Wealth Management
407
Northwestern Mutual Wealth Management
Wisconsin
$25.5M +$10.6M +191,892 +71%
BT
408
Brandywine Trust
Delaware
$25.5M -$229K -4,147 -0.9%
Truist Financial
409
Truist Financial
North Carolina
$25.3M -$7.89M -143,168 -24%
DAM
410
Delta Asset Management
Tennessee
$25M +$19K +344 +0.1%
IRF
411
IBM Retirement Fund
New York
$24.9M -$91.9K -1,587 -0.4%
FWIA
412
Fort Washington Investment Advisors
Ohio
$24.9M +$2.41M +43,749 +11%
SAM
413
Securian Asset Management
Minnesota
$24.9M +$267K +4,849 +1%
YL
414
YCG LLC
Texas
$24.7M -$1.22M -22,099 -5%
DnB Asset Management
415
DnB Asset Management
Norway
$24.7M -$21.7M -394,000 -47%
PFM
416
PacWest Financial Management
Arizona
$24.5M -$772K -1,400 -3%
LIA
417
LS Investment Advisors
Michigan
$24.3M +$63.2K +1,147 +0.3%
QI
418
QS Investors
New York
$24.1M -$821K -14,901 -3%
PCA
419
Personal Capital Advisors
California
$24M +$1.12M +20,301 +5%
FFIC
420
First Fiduciary Investment Counsel
Ohio
$23.9M +$548K +9,935 +2%
OC
421
Oakmont Corp
California
$23.9M +$23.9M +433,453 New
CP
422
Cumberland Partners
Ontario, Canada
$23.7M -$13.5M -245,035 -36%
WAM
423
World Asset Management
Michigan
$23.7M -$1.97M -35,686 -8%
BAM
424
Berkshire Asset Management
Pennsylvania
$23.6M +$840K +15,246 +4%
IC
425
Inverness Counsel
New York
$23.5M +$23.5M +420,085 New
15 16
17
18 19