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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
+$440M
2
Morgan Stanley
Morgan Stanley
New York
+$334M
3
State Street
State Street
Massachusetts
+$325M
4
Parnassus Investments
Parnassus Investments
California
+$252M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$244M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.07B
2
Bank of America
Bank of America
North Carolina
-$344M
3
Lazard Asset Management
Lazard Asset Management
New York
-$273M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
-$207M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
351
Affinity Investment Advisors
California
$27.9M -$3.83M -86,467 -12%
SW
352
SVB Wealth
Massachusetts
$27.9M -$1.25M -28,237 -4%
SL
353
Summitry LLC
California
$27.3M +$9.04M +204,212 +50%
MSA
354
Mason Street Advisors
Wisconsin
$27.2M -$354K -7,999 -1%
WT
355
Washington Trust
Rhode Island
$27.2M -$748K -16,886 -3%
William Blair & Company
356
William Blair & Company
Illinois
$27.1M -$5.39M -121,679 -17%
UB
357
UMB Bank
Missouri
$26.9M +$439K +9,914 +2%
Truist Financial
358
Truist Financial
North Carolina
$26.7M -$1.64M -37,105 -6%
SC
359
Scotia Capital
Ontario, Canada
$26.4M +$4.66M +105,036 +21%
Cohen & Steers
360
Cohen & Steers
New York
$25.9M +$3.26M +73,523 +14%
OA
361
Oak Associates
Ohio
$25.9M +$3.2M +69,639 +14%
RJFSA
362
Raymond James Financial Services Advisors
Florida
$25.8M +$1.22M +27,447 +5%
B
363
BP
United Kingdom
$25.1M +$1.99M +45,000 +9%
FFA
364
First Foundation Advisors
California
$25M -$432K -9,757 -2%
Lazard Asset Management
365
Lazard Asset Management
New York
$25M -$273M -6,169,644 -92%
ACM
366
Atlanta Capital Management
Georgia
$24.7M -$2.7M -60,895 -10%
TU
367
TDAM USA
Ontario, Canada
$24.2M -$530K -11,974 -2%
CIBC Asset Management
368
CIBC Asset Management
Ontario, Canada
$24.2M +$1.64M +37,140 +7%
CI Investments Inc
369
CI Investments Inc
Ontario, Canada
$24.2M -$35.7M -807,350 -60%
ESBC
370
E.S. Barr & Co
Kentucky
$24.2M -$212K -4,781 -0.9%
CBOA
371
Commonwealth Bank of Australia
Australia
$24M +$173K +3,900 +0.7%
PSUF
372
People's United Financial
Connecticut
$24M -$1.09M -24,671 -4%
ONB
373
Old National Bancorp
Indiana
$23.8M -$2.23M -50,302 -9%
KCM
374
Kornitzer Capital Management
Kansas
$23.7M +$4.96M +112,029 +27%
MOACM
375
Mutual of America Capital Management
New York
$23.4M -$2.09M -47,094 -8%
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