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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 %
LI
726
Lafayette Investments
Maryland
$6.59M +$19.8K +359 +0.3%
VF
727
Virtu Financial
New York
$6.56M +$6.56M +119,109 New
PWLP
728
Prio Wealth Limited Partnership
Massachusetts
$6.56M -$162K -2,931 -2%
Mariner
729
Mariner
Kansas
$6.54M -$3.87M -70,186 -37%
WAM
730
Weatherly Asset Management
California
$6.53M -$438K -7,957 -6%
EVM
731
Evelyn V. Moreno
$6.52M -$23.4K -425 -0.4%
MSV
732
MN Services Vermogensbeheer
Netherlands
$6.51M -$8.57K -164 -0.1%
BCM
733
Blume Capital Management
California
$6.51M +$128K +2,318 +2%
BIC
734
Bridges Investment Counsel
Nebraska
$6.47M -$1.41M -25,594 -18%
EGA
735
Eagle Global Advisors
Texas
$6.47M -$139K -2,528 -2%
CIS
736
Capital International Sarl
California
$6.46M -$2.78M -50,500 -30%
GC
737
Gratus Capital
Georgia
$6.46M -$302K -5,478 -4%
EHC
738
Everett Harris & Co
California
$6.46M +$834K +15,141 +15%
DJSG
739
D.J. St. Germain
Massachusetts
$6.43M +$31.5K +572 +0.5%
SCI
740
S&CO Inc
Massachusetts
$6.41M -$2.94M -53,355 -31%
WF
741
WealthTrust Fairport
Ohio
$6.39M +$252K +4,576 +4%
DP
742
Dearborn Partners
Illinois
$6.34M -$1.48M -26,871 -19%
ACM
743
Aquamarine Capital Management
New York
$6.34M – – –
TL
744
Tirschwell & Loewy
New York
$6.32M -$3.56M -64,600 -36%
TC
745
Trust Company
Kansas
$6.32M -$782K -14,181 -11%
BPM
746
Bowling Portfolio Management
Ohio
$6.31M -$590K -10,715 -9%
CCP
747
Corient Capital Partners
California
$6.29M -$324K -5,884 -5%
SIM
748
Sonora Investment Management
Arizona
$6.27M -$86.5K -1,570 -1%
FANJ
749
Financial Architects (New Jersey)
New Jersey
$6.26M -$125K -2,268 -2%
BPCE
750
Bank Pictet & Cie (Europe)
Germany
$6.2M -$20.1M -364,381 -76%
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