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Wells Fargo
WFC

1,945 hedge funds and large institutions have $211B invested in Wells Fargo in 2016 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 597 increasing their positions, 983 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 231 | Existing positions closed: 137

51% more funds holding in top 10

Funds holding in top 10: 199 → 301 (+102)

28% more capital invested

Capital invested by funds: $165B → $211B (+$46.6B)

3% more funds holding

Funds holding: 1,889 → 1,945 (+56)

1.87% more ownership

Funds ownership: 74.53% → 76.4% (+1.9%)

6% less call options, than puts

Call options by funds: $3.24B | Put options by funds: $3.44B

39% less repeat investments, than reductions

Existing positions increased: 597 | Existing positions reduced: 983

Holders
1,945
Holders Change
+56
Holders Change %
+2.96%
% of All Funds
48.63%
Holding in Top 10
301
Holding in Top 10 Change
+102
Holding in Top 10 Change %
+51.26%
% of All Funds
7.53%
New
231
Increased
597
Reduced
983
Closed
137
Calls
$3.24B
Puts
$3.44B
Net Calls
-$198M
Net Calls Change
+$600M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.31B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.05B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$918M
4
State Street
State Street
Massachusetts
+$878M
5
Bank of America
Bank of America
North Carolina
+$739M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$913M
2
MTB
Mizuho Trust & Banking
Japan
-$347M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$280M
4
SA
SQ Advisors
Florida
-$279M
5
Capital World Investors
Capital World Investors
California
-$274M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFM
1001
Viking Fund Management
North Dakota
$2.81M +$2.56M +51,000 New
CAM
1002
Carret Asset Management
New York
$2.8M -$222K -4,415 -8%
AUB
1003
Atlantic Union Bankshares
Virginia
$2.79M +$22.4K +446 +0.9%
CCM
1004
Cohen Capital Management
California
$2.79M -$60.3K -1,200 -2%
GCA
1005
Greenwood Capital Associates
South Carolina
$2.76M -$1.09M -21,653 -30%
SHCM
1006
Stokes & Hubbell Capital Management
Louisiana
$2.76M +$35.5K +706 +1%
TRIM
1007
Thompson Rubinstein Investment Management
Oregon
$2.75M +$30.2K +601 +1%
AWM
1008
Altavista Wealth Management
North Carolina
$2.75M -$692K -13,760 -22%
CC
1009
Cannell & Co
New York
$2.75M -$98.1K -1,950 -4%
DVM
1010
Dreman Value Management
Florida
$2.74M +$469K +9,336 +23%
FC
1011
FIC Capital
New York
$2.74M +$984K +19,565 +65%
CCM
1012
Compton Capital Management
Rhode Island
$2.73M -$2.51M -49,870 -50%
SC
1013
Savant Capital
Illinois
$2.71M -$16.4K -327 -0.7%
IT
1014
Independence Trust
Tennessee
$2.71M -$92.9K -1,848 -4%
PCTC
1015
Perkins Coie Trust Company
Washington
$2.71M +$25.1K +499 +1%
CHC
1016
City Holding Co
West Virginia
$2.71M +$70K +1,393 +3%
BAS
1017
Brown Advisory Securities
Maryland
$2.68M +$317K +6,303 +15%
WB
1018
Webster Bank
Connecticut
$2.67M -$7.04K -140 -0.3%
AI
1019
Atria Investments
North Carolina
$2.67M -$1.4M -27,778 -36%
WKWM
1020
Walter & Keenan Wealth Management
Indiana
$2.67M -$950K -18,892 -28%
KIG
1021
Kessler Investment Group
Indiana
$2.67M +$216K +4,291 +10%
Cerity Partners
1022
Cerity Partners
New York
$2.66M +$2.43M +48,308 New
ACM
1023
Alpha Capital Management
Texas
$2.65M -$87K -1,731 -3%
WAS
1024
WESPAC Advisors SoCal
California
$2.65M -$108K -2,150 -4%
NMIFOAC
1025
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.65M -$1.36M -27,000 -36%
39 40
41
42 43

WFC Hedge Fund Activity: Q4 2016 in Review

1,945 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q4 2016, worth a combined $211B — up 28% from $165B a quarter earlier.

Buyers outnumbered sellers: 231 funds opened new WFC positions and 137 closed out — a net gain of 94 holders — while 597 added to existing stakes and 983 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.31B. The largest seller was JP Morgan Chase, cutting an estimated $913M.

  • 1,945 institutional investors held Wells Fargo (WFC) as of Q4 2016, up from 1,889 in Q3 2016.
  • Funds reported $211B of Wells Fargo stock for Q4 2016, up 28% quarter-over-quarter.
  • 231 funds opened new Wells Fargo positions in Q4 2016 and 137 closed out, a net change of +94 holders.
  • The largest Wells Fargo buyer in Q4 2016 was T. Rowe Price Associates, an estimated $1.31B added.
  • The largest Wells Fargo seller in Q4 2016 was JP Morgan Chase, an estimated $913M sold.

Based on aggregated 13F filings for Q4 2016.