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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 %
AWP
2001
Ascent Wealth Partners
New York
– -$2.17M -48,929 Closed
OFG
2002
OTA Financial Group
New York
– -$2.14M -48,334 Closed
AR
2003
Advisory Research
Illinois
– -$2.13M -48,006 Closed
JPC
2004
Jackson Park Capital
Utah
– -$2.1M -47,500 Closed
LCM
2005
Laurion Capital Management
New York
– -$2.04M -46,100 Closed
IAM
2006
Impax Asset Management
New Hampshire
– -$1.68M -37,904 Closed
NFG
2007
NewFocus Financial Group
Washington
– -$1.62M -36,512 Closed
BC
2008
Brookfield Corp
Ontario, Canada
– -$1.54M -34,750 Closed
Wealth Enhancement Advisory Services
2009
Wealth Enhancement Advisory Services
Minnesota
– -$1.52M -33,754 Closed
VSWA
2010
Vontobel Swiss Wealth Advisors
Switzerland
– -$1.44M -32,580 Closed
TWA
2011
Tillar-Wenstrup Advisors
Ohio
– -$1.21M -27,211 Closed
HI
2012
HBK Investments
Texas
– -$1.2M -27,000 Closed
PCM
2013
Princeton Capital Management
New Jersey
– -$1.19M -26,950 Closed
CCM
2014
Carderock Capital Management
Maryland
– -$1.09M -24,551 Closed
RGNCM
2015
R.G. Niederhoffer Capital Management
New York
– -$1M -22,600 Closed
IAS
2016
IMA Advisory Services
Colorado
– -$992K -22,412 Closed
BCA
2017
Benchmark Capital Advisors
New York
– -$943K -21,300 Closed
CIM
2018
Cetera Investment Management
California
– -$888K -20,044 Closed
PCM
2019
Pointe Capital Management
Michigan
– -$875K -19,753 Closed
EP
2020
Edgestream Partners
New Jersey
– -$852K -19,241 Closed
ST
2021
Sageworth Trust
Pennsylvania
– -$766K -17,291 Closed
ACM
2022
Argentus Capital Management
Texas
– -$718K -16,223 Closed
JFA
2023
Johanson Financial Advisors
California
– -$707K -15,968 Closed
TAM
2024
Timucuan Asset Management
Florida
– -$693K -15,654 Closed
HI
2025
Horizon Investments
North Carolina
– -$686K -15,488 Closed
79 80
81
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