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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 %
RMDI
451
R.M. Davis Inc
Maine
$20.6M -$589K -10,687 -3%
CAG
452
Crestwood Advisors Group
Massachusetts
$20.6M +$5.07K +92 +0%
WIC
453
Willis Investment Counsel
Georgia
$20.4M -$2.2M -40,000 -10%
PP
454
Palladium Partners
Virginia
$20.4M -$209K -3,798 -1%
SIM
455
Sentry Investment Management
Wisconsin
$20.3M -$19.6K -355 -0.1%
UCFA
456
United Capital Financial Advisors
Texas
$20M +$2.12M +38,468 +12%
CM
457
Churchill Management
California
$20M +$20M +363,318 New
LCM
458
Logan Capital Management
Pennsylvania
$19.9M -$378K -6,853 -2%
ANI
459
American National Insurance
Texas
$19.8M – – –
TB
460
Terril Brothers
Missouri
$19.8M +$3.04M +55,217 +18%
OPCM
461
Osborne Partners Capital Management
California
$19.6M -$8.52M -154,523 -30%
WT
462
Whittier Trust
California
$19.4M -$167K -3,031 -0.9%
SC
463
Sculptor Capital
New York
$19.3M +$19.3M +350,000 New
FIM
464
Frontier Investment Management
Texas
$19.1M +$95.4K +1,735 +0.5%
BHIA
465
Birch Hill Investment Advisors
Massachusetts
$19.1M -$2.63M -47,805 -12%
DA
466
Denali Advisors
California
$18.9M -$7.16M -129,900 -27%
CAM
467
Capstone Asset Management
Texas
$18.8M -$1.68M -30,411 -8%
EB
468
Eastern Bank
Massachusetts
$18.7M +$2.99M +54,264 +19%
MIM
469
Manitou Investment Management
Ontario, Canada
$18.5M +$912K +16,540 +5%
TAF
470
Tredje AP-fonden
Sweden
$18.4M -$1.25M -22,701 -6%
WG
471
Winton Group
United Kingdom
$18.4M -$21.3M -386,941 -54%
FGP
472
Foyston, Gordon, & Payne
Ontario, Canada
$18.2M -$4.61M -83,666 -20%
Cambridge Investment Research Advisors
473
Cambridge Investment Research Advisors
Iowa
$18.2M -$3.67M -66,588 -17%
KRS
474
Kentucky Retirement Systems
Kentucky
$18.1M -$3.18M -57,626 -15%
AG
475
Advisor Group
Arizona
$18.1M +$685K +12,431 +4%
17 18
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