WFC icon

Wells Fargo
WFC

Overview Fund Activity

1,884 hedge funds and large institutions have $165B invested in Wells Fargo in 2016 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 763 increasing their positions, 820 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,884
Holders Change
-7
Holders Change %
-0.37%
% of All Funds
50.35%
Holding in Top 10
198
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-10.41%
% of All Funds
5.29%
New
127
Increased
763
Reduced
820
Closed
114
Calls
$1.54B
Puts
$2.34B
Net Calls
-$798M
Net Calls Change
-$424M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$1.79B
2
Morgan Stanley
Morgan Stanley
New York
$1.37B
3
State Street
State Street
Massachusetts
$8.59B
4
Parnassus Investments
Parnassus Investments
California
$794M
5
Vanguard Group
Vanguard Group
Pennsylvania
$13B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$4.66B
2
Bank of America
Bank of America
North Carolina
$2.1B
3
Lazard Asset Management
Lazard Asset Management
New York
$25M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
$5.61M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$5.2B
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
226
American International Group
New York
$70.7M -$1.22M -27,593 -2%
CCM
227
Check Capital Management
California
$70.6M +$207K +4,669 +0.3%
DJC
228
Daily Journal Corp
California
$70.5M – – –
SCM
229
Shelton Capital Management
Colorado
$70M +$2.02M +45,532 +3%
Comerica Bank
230
Comerica Bank
Texas
$68.6M +$126K +2,784 +0.2%
GAM
231
GVO Asset Management
Switzerland
$68.3M -$19.7M -444,090 -22%
WIM
232
Weitz Investment Management
Nebraska
$67.3M +$11M +247,734 +19%
MIS
233
Morningstar Investment Services
Illinois
$67.1M +$7.72M +174,416 +13%
Nomura Asset Management
234
Nomura Asset Management
Japan
$66.4M -$3M -67,680 -4%
NIMC
235
NWQ Investment Management Company
California
$66M -$2.15M -48,614 -3%
HP
236
Holowesko Partners
Bahamas
$65.9M -$25.1M -567,000 -28%
CI
237
Cambiar Investors
Colorado
$65.1M -$12.2M -275,415 -16%
GC
238
Guggenheim Capital
Illinois
$65.1M -$3.12M -70,413 -5%
GIBU
239
Gulf International Bank (UK)
United Kingdom
$65M +$540K +12,200 +0.8%
ECA
240
Endeavour Capital Advisors
Connecticut
$64.9M – – –
SEI Investments
241
SEI Investments
Pennsylvania
$64.2M +$21.6M +488,597 +51%
JPMPWA
242
J.P. Morgan Private Wealth Advisors
California
$63.3M -$19.1M -432,394 -23%
LPC
243
Long Pond Capital
New York
$63.1M +$63.1M +1,425,000 New
QI
244
QV Investors
Alberta, Canada
$62.7M +$22.8M +514,410 +57%
JWBC
245
John W. Bristol & Co
New York
$62.3M -$3.49M -78,711 -5%
TPSF
246
Texas Permanent School Fund
Texas
$61.9M -$4.45M -100,486 -7%
VNIM
247
Vaughan Nelson Investment Management
Texas
$60.9M -$266K -6,015 -0.4%
HA
248
Homestead Advisers
Virginia
$58.8M – – –
SIM
249
Sprucegrove Investment Management
Ontario, Canada
$58.6M +$1.31M +29,600 +2%
CCMH
250
Cornerstone Capital Management Holdings
New York
$58.2M -$10.4M -234,909 -15%
8 9
10
11 12