WFC icon

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
+$520M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$296M
3
IC
Institutional Capital
Illinois
+$263M
4
RCG
Ruane, Cunniff & Goldfarb
New York
+$244M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$224M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$2.77B
2
Capital World Investors
Capital World Investors
California
-$1.16B
3
LPU
Lansdowne Partners (UK)
United Kingdom
-$933M
4
Boston Partners
Boston Partners
Massachusetts
-$889M
5
State Street
State Street
Massachusetts
-$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
326
RS Investment Management
California
$36M +$92.3K +1,951 +0.3%
GH
327
GAM Holding
Switzerland
$35.5M +$3.52M +74,308 +11%
DL
328
Delta Lloyd
Netherlands
$35.3M -$865K -18,283 -2%
AVC
329
Arlington Value Capital
Utah
$35.2M +$35.2M +743,576 New
ELC
330
Edgar Lomax Company
Virginia
$35M +$1.77M +37,477 +5%
Mitsubishi UFJ Asset Management
331
Mitsubishi UFJ Asset Management
Japan
$34.9M +$740K +15,645 +2%
William Blair & Company
332
William Blair & Company
Illinois
$34.8M -$1.46M -30,847 -4%
Connor, Clark & Lunn Investment Management (CC&L)
333
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$34.5M +$4.85M +102,425 +16%
TAM
334
Todd Asset Management
Kentucky
$34.3M -$2.6M -54,880 -7%
ADEF
335
Adams Diversified Equity Fund
Maryland
$34M – – –
AIA
336
Affinity Investment Advisors
California
$33.9M +$2.88M +60,942 +9%
SBCM
337
Schwerin Boyle Capital Management
Massachusetts
$33.9M -$368K -7,775 -1%
HPC
338
HM Payson & Co
Maine
$33.8M +$3.42M +72,161 +11%
CIM
339
Calvert Investment Management
Maryland
$33.1M -$10.5M -221,658 -24%
Asset Management One
340
Asset Management One
Japan
$33.1M -$871K -18,494 -3%
FIM
341
Foresters Investment Management
New York
$33.1M +$1.19M +25,050 +4%
OTPPB
342
Ontario Teachers' Pension Plan Board
Ontario, Canada
$32.9M -$26.1M -551,193 -44%
LTFS
343
Ladenburg Thalmann Financial Services
Florida
$32.9M +$4.5M +95,162 +16%
BCM
344
Bridgeway Capital Management
Texas
$32.9M -$1.86M -39,360 -5%
DIA
345
Dana Investment Advisors
Wisconsin
$32.7M +$501K +10,587 +2%
WBC
346
Westpac Banking Corp
Australia
$32.6M -$19.5M -427,951 -37%
First Trust Advisors
347
First Trust Advisors
Illinois
$32.5M +$11.1M +233,501 +51%
CSIC
348
Clifford Swan Investment Counsel
California
$32.5M -$1.23M -25,921 -4%
KBC Group
349
KBC Group
Belgium
$31.4M -$1.05M -22,197 -3%
KIA
350
KCM Investment Advisors
California
$31.2M +$451K +9,539 +1%
12 13
14
15 16