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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 %
GH
351
GAM Holding
Switzerland
$32.7M -$518K -10,699 -2%
FIM
352
Foresters Investment Management
New York
$32.6M – – –
AAM
353
AMI Asset Management
California
$31.8M +$168K +3,473 +0.5%
AIA
354
Affinity Investment Advisors
California
$31.7M -$463K -9,578 -1%
JAM
355
Jupiter Asset Management
United Kingdom
$31.6M -$5.41M -111,851 -15%
KIA
356
KCM Investment Advisors
California
$31.5M +$1.26M +26,035 +4%
BA
357
Boston Advisors
Massachusetts
$31.4M -$771K -15,952 -2%
WT
358
Washington Trust
Rhode Island
$31.2M +$1.36M +28,151 +5%
VDBMI
359
Van Den Berg Management I
Texas
$31.1M -$1.5M -31,060 -5%
HPC
360
HM Payson & Co
Maine
$31.1M +$1.45M +29,949 +5%
BC
361
Bartlett & Co
Ohio
$30.9M +$947K +19,589 +3%
IRF
362
IBM Retirement Fund
New York
$30.3M -$26.1M -525,582 -46%
MIH
363
Madison Investment Holdings
Wisconsin
$30.3M -$4.06M -83,857 -12%
Connor, Clark & Lunn Investment Management (CC&L)
364
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$30.3M +$6.15M +127,225 +25%
ONB
365
Old National Bancorp
Indiana
$30.3M -$143K -2,963 -0.5%
MSA
366
Mason Street Advisors
Wisconsin
$29.8M +$394K +8,140 +1%
BFS
367
Bradley Foster & Sargent
Connecticut
$29.8M +$1.04M +21,422 +4%
Rafferty Asset Management
368
Rafferty Asset Management
New York
$29.7M +$9.64M +199,414 +48%
Macquarie Group
369
Macquarie Group
Australia
$29.5M +$997K +20,611 +3%
C
370
Consulta
United Kingdom
$29.3M +$29.3M +605,000 New
LTFS
371
Ladenburg Thalmann Financial Services
Florida
$29.1M +$416K +8,595 +1%
UB
372
UMB Bank
Missouri
$29.1M +$368K +7,609 +1%
Truist Financial
373
Truist Financial
North Carolina
$29M +$164K +3,389 +0.6%
B
374
BP
United Kingdom
$29M – – –
MOACM
375
Mutual of America Capital Management
New York
$28.7M +$571K +11,797 +2%
13 14
15
16 17