WFC icon

Wells Fargo
WFC

Overview Fund Activity

1,895 hedge funds and large institutions have $184B invested in Wells Fargo in 2016 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 914 increasing their positions, 688 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,895
Holders Change
–
Holders Change %
0%
% of All Funds
50.57%
Holding in Top 10
280
Holding in Top 10 Change
-121
Holding in Top 10 Change %
-30.17%
% of All Funds
7.47%
New
111
Increased
914
Reduced
688
Closed
90
Calls
$1.21B
Puts
$1.28B
Net Calls
-$70.3M
Net Calls Change
+$203M

Top Buyers

1
LPU
Lansdowne Partners (UK)
United Kingdom
+$513M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$346M
3
Goldman Sachs
Goldman Sachs
New York
+$291M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$277M
5
SOMRS
State of Michigan Retirement System
Michigan
+$251M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.7B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.16B
3
Capital Research Global Investors
Capital Research Global Investors
California
-$536M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$397M
5
Barclays
Barclays
United Kingdom
-$363M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
301
Atlanta Capital Management
Georgia
$41.7M -$20.6M -426,010 -33%
MIP
302
Mondrian Investment Partners
United Kingdom
$41.5M -$196K -4,054 -0.5%
SMDAM
303
Sumitomo Mitsui DS Asset Management
Japan
$41.4M +$7.36M +152,248 +22%
Jacobs Levy Equity Management
304
Jacobs Levy Equity Management
New Jersey
$41.3M -$4.32M -89,320 -9%
GLA
305
Great Lakes Advisors
Illinois
$40.7M +$2.17M +44,847 +6%
AIA
306
Avalon Investment & Advisory
Texas
$40.6M -$334K -6,907 -0.8%
URS
307
Utah Retirement Systems
Utah
$40.6M +$150K +3,100 +0.4%
SAM
308
Shell Asset Management
Netherlands
$40.2M -$2.07M -42,801 -5%
OCAM
309
Onex Canada Asset Management
Ontario, Canada
$40.1M -$581K -12,015 -1%
TCM
310
Tetrem Capital Management
Manitoba, Canada
$40M +$3.83M +79,184 +11%
SG Americas Securities
311
SG Americas Securities
New York
$39.8M +$36.3M +750,271 +1,024%
MIFH
312
Migdal Insurance & Financial Holdings
Israel
$39.7M -$344K -7,110 -0.9%
Commonwealth Equity Services
313
Commonwealth Equity Services
Massachusetts
$39.3M +$3.39M +70,012 +9%
OPERF
314
Oregon Public Employees Retirement Fund
Oregon
$39.3M +$328K +6,780 +0.8%
Kovitz Investment Group Partners
315
Kovitz Investment Group Partners
Illinois
$39.1M +$39.1M +809,462 New
SAC
316
Smith Affiliated Capital
New York
$38.7M -$305M – –
RCM
317
RNC Capital Management
California
$38.5M +$399K +8,241 +1%
AAMU
318
AEGON Asset Management (UK)
United Kingdom
$38.5M -$2.77M -57,205 -7%
TAM
319
Todd Asset Management
Kentucky
$37.7M -$751K -15,520 -2%
CTB
320
Country Trust Bank
Illinois
$37.4M +$280K +5,795 +0.8%
William Blair & Company
321
William Blair & Company
Illinois
$37M +$2.08M +43,074 +6%
DL
322
Delta Lloyd
Netherlands
$36.9M -$4.26M -88,111 -10%
ZIG
323
Zurich Insurance Group
Switzerland
$36.9M -$3.7M -76,417 -9%
RIM
324
RS Investment Management
California
$36.6M -$59K -1,219 -0.2%
Public Sector Pension Investment Board (PSP Investments)
325
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$36.2M -$21.2M -438,600 -37%
11 12
13
14 15