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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 %
NC
2026
Nokomis Capital
Texas
– -$682K -15,400 Closed
MC
2027
Menta Capital
California
– -$580K -13,100 Closed
ACC
2028
Accident Compensation Corp
New Zealand
– -$576K -13,000 Closed
CP
2029
Camelot Portfolios
Ohio
– -$13K -12,000 Closed
SAM
2030
Shikiar Asset Management
New York
– -$509K -11,500 Closed
ACM
2031
Aviance Capital Management
Florida
– -$463K -10,448 Closed
Wolverine Trading
2032
Wolverine Trading
Illinois
– -$449K -10,109 Closed
SIG
2033
Schooner Investment Group
Pennsylvania
– -$438K -10,000 Closed
BC
2034
Banced Corp
Illinois
– -$442K -9,993 Closed
EWM
2035
Evermay Wealth Management
Virginia
– -$421K -9,518 Closed
MVA
2036
Mount Vernon Associates
Maryland
– -$401K -9,067 Closed
BT
2037
Beacon Trust
New Jersey
– -$385K -8,704 Closed
BP
2038
BBR Partners
New York
– -$385K -8,695 Closed
PCM
2039
Palisade Capital Management
New Jersey
– -$384K -8,668 Closed
FM
2040
Forward Management
California
– -$376K -8,500 Closed
ST
2041
Sabal Trust
Florida
– -$345K -7,771 Closed
IP
2042
Investment Partners
Ohio
– -$337K -7,611 Closed
CASB
2043
Cape Ann Savings Bank
Massachusetts
– -$334K -7,536 Closed
PC
2044
Peavine Capital
Nevada
– -$323K -7,289 Closed
AWE
2045
Avidian Wealth Enterprises
Texas
– -$315K -7,112 Closed
CIP
2046
Champlain Investment Partners
Vermont
– -$310K -7,000 Closed
BBPWM
2047
Blue Bell Private Wealth Management
Pennsylvania
– -$310K -6,992 Closed
JIP
2048
Jaffetilchin Investment Partners
Florida
– -$291K -6,569 Closed
MCM
2049
Marathon Capital Management
Maryland
– -$279K -6,305 Closed
DBG
2050
De Burlo Group
Massachusetts
– -$267K -6,050 Closed
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