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Wells Fargo
WFC

Overview Fund Activity

1,891 hedge funds and large institutions have $180B invested in Wells Fargo in 2016 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 898 increasing their positions, 706 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,891
Holders Change
-4
Holders Change %
-0.21%
% of All Funds
50.53%
Holding in Top 10
221
Holding in Top 10 Change
-59
Holding in Top 10 Change %
-21.07%
% of All Funds
5.91%
New
94
Increased
898
Reduced
706
Closed
80
Calls
$1.31B
Puts
$1.69B
Net Calls
-$374M
Net Calls Change
-$304M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
$579M
2
Vanguard Group
Vanguard Group
Pennsylvania
$13.6B
3
IC
Institutional Capital
Illinois
$263M
4
RCG
Ruane, Cunniff & Goldfarb
New York
$248M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.74B

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$83.6M
2
Capital World Investors
Capital World Investors
California
$4.31B
3
LPU
Lansdowne Partners (UK)
United Kingdom
$36.1M
4
Boston Partners
Boston Partners
Massachusetts
$181M
5
State Street
State Street
Massachusetts
$8.83B
Name Holding Trade Value Shares
Change 		Shares
Change %
VNIM
251
Vaughan Nelson Investment Management
Texas
$65.3M +$7.69M +162,530 +13%
CI Investments Inc
252
CI Investments Inc
Ontario, Canada
$64.1M +$64.1M +1,354,100 New
MIS
253
Morningstar Investment Services
Illinois
$63.1M +$22.5M +478,937 +55%
Macquarie Group
254
Macquarie Group
Australia
$63M +$34.1M +719,776 +118%
HA
255
Homestead Advisers
Virginia
$62.8M – – –
Mackenzie Financial
256
Mackenzie Financial
Ontario, Canada
$61.3M +$4.1M +86,674 +7%
SIM
257
Sprucegrove Investment Management
Ontario, Canada
$61.2M -$4.53M -95,700 -7%
WIM
258
Weitz Investment Management
Nebraska
$60.2M +$3.09M +65,212 +5%
KGI
259
KBI Global Investors
Ireland
$60.2M +$60.2M +1,272,188 New
Acadian Asset Management
260
Acadian Asset Management
Massachusetts
$60.1M +$6.9M +145,724 +13%
CB
261
Commerce Bank
Missouri
$59M +$2.36M +49,849 +4%
TRSOTSOK
262
Teachers Retirement System of the State of Kentucky
Kentucky
$58.7M +$6.38M +134,700 +12%
SWITC
263
Stewart West Indies Trading Company
Colorado
$58.4M – – –
MHI
264
Miller Howard Investments
New York
$57.8M -$2.49M -52,651 -4%
SAM
265
Sentinel Asset Management
Vermont
$57.6M +$710K +15,000 +1%
MIFH
266
Migdal Insurance & Financial Holdings
Israel
$57.3M +$18.5M +390,185 +48%
DekaBank Deutsche Girozentrale
267
DekaBank Deutsche Girozentrale
Germany
$56.7M +$2.39M +50,923 +4%
EIM
268
ExxonMobil Investment Management
Texas
$56.6M +$3.37M +71,107 +6%
Envestnet Asset Management
269
Envestnet Asset Management
Illinois
$56M -$4.95M -104,581 -8%
ZIM
270
Zacks Investment Management
Illinois
$55.3M +$1.41M +29,840 +3%
AWCI
271
Alpine Woods Capital Investors
New York
$55.2M -$592K -12,500 -1%
ASRS
272
Arizona State Retirement System
Arizona
$54.7M -$7.72M -163,200 -12%
VIP
273
Vantage Investment Partners
Missouri
$54.1M +$12.8M +269,730 +31%
HIMCH
274
Hartford Investment Management Co (HIMCO)
Connecticut
$53.9M -$1.12M -23,728 -2%
FAF
275
Fjarde Ap-fonden
Sweden
$53.4M +$246K +5,208 +0.5%
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