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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 %
GIM
601
Grassi Investment Management
California
$10.5M +$135K +2,450 +1%
PAM
602
Palisade Asset Management
Minnesota
$10.5M -$517K -9,389 -5%
MYAM
603
Meiji Yasuda Asset Management
Japan
$10.5M -$154K -2,788 -1%
GCA
604
Guardian Capital Advisors
Ontario, Canada
$10.4M +$585K +10,594 +6%
BA
605
Bridgewater Associates
Connecticut
$10.4M +$10.4M +187,900 New
GJCM
606
Grand Jean Capital Management
California
$10.4M -$184K -3,335 -2%
SI
607
Stephens Inc
Arkansas
$10.3M -$985K -17,869 -9%
BIM
608
Bridges Investment Management
Nebraska
$10.3M -$551K -10,007 -5%
TTWM
609
TCV Trust & Wealth Management
Virginia
$10.3M -$204K -3,707 -2%
FNBT
610
FineMark National Bank & Trust
Florida
$10.2M +$133K +2,419 +1%
MG
611
Magnolia Group
Nebraska
$10.2M -$61.5M -1,115,500 -86%
Carson Wealth (CWM LLC)
612
Carson Wealth (CWM LLC)
Nebraska
$10.1M +$125K +2,268 +1%
IFB
613
iAB Financial Bank
Indiana
$10.1M +$59.7K +1,084 +0.6%
HCMT
614
Highland Capital Management (Tennessee)
Tennessee
$10.1M +$358K +6,500 +4%
FBC
615
Fairfield, Bush & Co
Connecticut
$9.96M -$22.8K -414 -0.2%
AC
616
Allstate Corporation
Illinois
$9.95M +$1.92M +34,784 +24%
SFG
617
Sather Financial Group
Texas
$9.82M +$2.97M +53,812 +43%
TCOV
618
Trust Company of Vermont
Vermont
$9.75M -$1.59M -28,807 -14%
EA
619
Echinus Advisors
New York
$9.74M +$426K +7,728 +5%
CA
620
Cullinan Associates
Kentucky
$9.71M -$85.4K -1,549 -0.9%
PAM
621
Private Asset Management
California
$9.68M -$93.5K -1,696 -1%
VW
622
Vantage Wealth
California
$9.66M -$122K -2,220 -1%
Federated Hermes
623
Federated Hermes
Pennsylvania
$9.58M +$1.2M +21,833 +14%
BCM
624
Brookmont Capital Management
Texas
$9.55M -$846K -15,350 -8%
CI
625
Cigna Investments
Connecticut
$9.53M +$9.53M +172,901 New
23 24
25
26 27