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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
$3.18B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$7.63B
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.39B
4
State Street
State Street
Massachusetts
$11.7B
5
Bank of America
Bank of America
North Carolina
$3.43B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.29B
2
MTB
Mizuho Trust & Banking
Japan
$0
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$57.5M
4
SA
SQ Advisors
Florida
$560K
5
Capital World Investors
Capital World Investors
California
$4.53B
Name Holding Trade Value Shares
Change 		Shares
Change %
LYV
1926
Live Your Vision
Pennsylvania
$8K – – –
HWP
1927
Hefty Wealth Partners
Indiana
$7K -$1.37M -27,315 -99%
UOTTAIMCU
1928
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$6K +$6K +113 New
BAM
1929
Bruderman Asset Management
New York
$5K -$15.1K -271 -75%
KLWA
1930
Kelly Lawrence W & Associates
California
$5K – – –
AWM
1931
Arbor Wealth Management
Florida
$4.93K -$82 -1,434 -2%
SLF
1932
Sun Life Financial
Ontario, Canada
$2.43K +$2.43K +134 New
PK
1933
Pflug Koory
Nebraska
$2.29K +$2.29K +43,704 New
TFA
1934
Transamerica Financial Advisors
Florida
$2K -$1.17M -21,582 -100%
LWA
1935
Lowe Wealth Advisors
Maryland
$2K – – –
CAM
1936
ClariVest Asset Management
California
$2K +$2K +39 New
GVT
1937
Genesee Valley Trust
New York
$1.9K -$121 -2,199 -6%
TP
1938
Truvvo Partners
New York
$1.86K – – –
WCM
1939
Wealthcare Capital Management
Virginia
$1K -$6.67K -100 -87%
BFM
1940
Boothbay Fund Management
New York
$502 -$7 -118 -1%
FPF
1941
FNY Partners Fund
New York
$177 +$177 +3,219 New
MTB
1942
Mizuho Trust & Banking
Japan
– -$347M -7,843,506 Closed
HL
1943
Harding Loevner
New Jersey
– -$171M -3,867,767 Closed
GCM
1944
Gruss Capital Management
New York
– -$137M -3,100,000 Closed
TAM
1945
Troy Asset Management
United Kingdom
– -$81.1M -1,832,317 Closed
MIS
1946
Morningstar Investment Services
Illinois
– -$67.1M -1,516,376 Closed
MHI
1947
Miller Howard Investments
New York
– -$52.3M -1,181,185 Closed
AT
1948
Alliance Trust
United Kingdom
– -$48.9M -1,103,759 Closed
IIM
1949
Ivory Investment Management
New York
– -$36M -812,457 Closed
DL
1950
Delta Lloyd
Netherlands
– -$34.7M -784,044 Closed
76 77
78
79 80