WFC icon

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 %
SBWIC
551
Schaper Benz & Wise Investment Counsel
Wisconsin
$13M -$376K -6,818 -3%
BFS
552
Bradley Foster & Sargent
Connecticut
$12.9M -$8M -145,125 -38%
SIP
553
Stoneridge Investment Partners
Pennsylvania
$12.8M -$2.85M -51,680 -18%
BUB
554
BBVA USA Bancshares
Texas
$12.8M -$115K -2,088 -0.9%
Rafferty Asset Management
555
Rafferty Asset Management
New York
$12.7M -$3.52M -63,882 -22%
APFBOT
556
Amica Pension Fund Board of Trustees
Rhode Island
$12.7M – – –
AIU
557
Algebris Investments (UK)
United Kingdom
$12.6M -$3.91M -70,902 -24%
BFG
558
Beacon Financial Group
Texas
$12.6M +$104K +1,886 +0.8%
TAM
559
Taurus Asset Management
New York
$12.5M -$452K -8,200 -3%
Hudson Bay Capital Management
560
Hudson Bay Capital Management
Connecticut
$12.5M +$8.96M +162,605 +252%
CA
561
Commerzbank Aktiengesellschaft
Germany
$12.4M -$8.65M -156,869 -41%
HA
562
Heartland Advisors
Wisconsin
$12.3M +$2.7M +48,905 +28%
AIMCA
563
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12.3M -$3.67M -66,600 -23%
GIP
564
Granite Investment Partners
California
$12.3M -$579K -10,500 -4%
ECM
565
Estabrook Capital Management
New York
$12.3M -$2.08M -37,789 -14%
HFS
566
Haverford Financial Services
Pennsylvania
$12.2M -$53.5K -971 -0.4%
SIG
567
Schaller Investment Group
North Carolina
$12.2M +$1.39M +25,150 +13%
KCM
568
Kanawha Capital Management
Virginia
$12M -$364K -6,611 -3%
MCM
569
MAI Capital Management
Ohio
$12M -$356K -6,453 -3%
B
570
Barings
North Carolina
$12M +$4.62M +83,843 +63%
EBSAM
571
Eubel Brady & Suttman Asset Management
Ohio
$11.9M +$209K +3,784 +2%
FBB
572
Fulton Breakefield Broenniman
Maryland
$11.9M -$253K -4,600 -2%
BBI
573
Baxter Bros Inc
Connecticut
$11.8M +$193K +3,496 +2%
Marshall Wace
574
Marshall Wace
United Kingdom
$11.8M +$11.8M +213,367 New
FLII
575
First Long Island Investors
New York
$11.7M +$60.6K +1,100 +0.5%
21 22
23
24 25