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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 %
EM
2051
Excalibur Management
Massachusetts
– -$258K -5,825 Closed
MIP
2052
Marietta Investment Partners
Wisconsin
– -$257K -5,800 Closed
SIM
2053
Sigma Investment Management
Oregon
– -$256K -5,784 Closed
CD
2054
Carl Domino
Florida
– -$253K -5,704 Closed
DPI
2055
Diversified Portfolios Inc
Michigan
– -$248K -5,590 Closed
DCM
2056
Driehaus Capital Management
Illinois
– -$242K -5,473 Closed
FMW
2057
Farr Miller & Washington
District of Columbia
– -$239K -5,417 Closed
NED
2058
Nancy E. Dempze
– -$227K -5,125 Closed
MCM
2059
Millie Capital Management
California
– -$222K -5,020 Closed
ZF
2060
Zhang Financial
Michigan
– -$222K -5,003 Closed
VOAM
2061
Vertex One Asset Management
British Columbia, Canada
– -$221K -5,000 Closed
FRM
2062
Fox Run Management
Connecticut
– -$208K -4,700 Closed
MCMT
2063
Moon Capital Management (Tennessee)
Tennessee
– -$206K -4,663 Closed
PAA
2064
Peregrine Asset Advisers
Oregon
– -$207K -4,646 Closed
BO
2065
Bach Option
Hong Kong
– -$204K -4,618 Closed
PAM
2066
PT Asset Management
Illinois
– -$142K -3,200 Closed
PCM
2067
Prelude Capital Management
New York
– -$136K -3,075 Closed
BAM
2068
Brave Asset Management
New Jersey
– -$121K -2,727 Closed
CFN
2069
Cordasco Financial Network
Florida
– -$118K -2,500 Closed
ACM
2070
Americafirst Capital Management
California
– -$77.1K -1,741 Closed
JSAM
2071
J. Safra Asset Management
New York
– -$67K -1,519 Closed
KA
2072
Klingman & Associates
New York
– -$58K -1,303 Closed
OAMG
2073
Odey Asset Management Group
United Kingdom
– -$49K -1,100 Closed
HCM
2074
Herndon Capital Management
Georgia
– -$19K -426 Closed
HCM
2075
Horrell Capital Management
Arkansas
– -$17K -350 Closed
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