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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 %
TCM
651
Tufton Capital Management
Maryland
$8.53M -$145K -2,636 -2%
OIMU
652
Orbis Investment Management (US)
California
$8.49M +$1.55M +28,081 +22%
PWM
653
Patriot Wealth Management
Texas
$8.48M -$116K -2,099 -1%
PAG
654
Private Advisor Group
New Jersey
$8.4M -$32.3K -590 -0.4%
BOTW
655
Bank of the West
California
$8.39M +$259K +4,699 +3%
KJHP
656
K.J. Harrison & Partners
Ontario, Canada
$8.34M +$5.74M +104,185 +221%
BWFA
657
Baltimore-Washington Financial Advisors
Maryland
$8.29M -$577K -10,471 -7%
ACM
658
Advent Capital Management
New York
$8.27M – – –
ACP
659
Arrowgrass Capital Partners
United Kingdom
$8.27M +$8.27M +150,000 New
TAM
660
Telemark Asset Management
Massachusetts
$8.27M +$8.27M +150,000 New
AIM
661
AMI Investment Management
Indiana
$8.23M -$14K -254 -0.2%
SSWM
662
Smith Salley Wealth Management
North Carolina
$8.2M +$187K +3,402 +2%
CI
663
Conning Inc
Connecticut
$8.19M +$74.5K +1,351 +0.9%
LM
664
Lincluden Management
Ontario, Canada
$8.15M – – –
BSPF
665
British Steel Pension Fund
United Kingdom
$8.08M – – –
KRSITF
666
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$8.07M -$933K -16,937 -10%
SLI
667
Sumitomo Life Insurance
Japan
$8.02M +$178K +3,233 +2%
VV
668
Verity & Verity
South Carolina
$7.96M +$70.8K +1,285 +0.9%
JFGIW
669
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.96M -$706K -12,814 -8%
CIC
670
Cornercap Investment Counsel
Georgia
$7.93M -$492K -8,921 -6%
FM
671
Foster & Motley
Ohio
$7.89M -$538K -9,763 -6%
QF
672
QVT Financial
New York
$7.81M -$6.24M -113,288 -44%
PCM
673
Palouse Capital Management
Washington
$7.8M +$1.76M +31,954 +29%
NB
674
Norinchukin Bank
Japan
$7.73M +$1.73M +31,324 +29%
DWT
675
Dorsey & Whitney Trust
South Dakota
$7.71M -$297K -5,388 -4%
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