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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
+$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 %
TU
376
TDAM USA
Ontario, Canada
$26.5M -$400K -8,453 -1%
RIG
377
Roosevelt Investment Group
New York
$26.5M -$6.68M -141,119 -20%
PC
378
PM Capital
Australia
$26.3M – – –
RJFSA
379
Raymond James Financial Services Advisors
Florida
$26.3M +$549K +11,606 +2%
MG
380
Magnolia Group
Nebraska
$26.2M +$26.2M +553,000 New
ESBC
381
E.S. Barr & Co
Kentucky
$26.1M +$1.78M +37,632 +7%
BTW
382
Boston Trust Walden
Massachusetts
$26M +$1.75M +37,048 +7%
CBOA
383
Commonwealth Bank of Australia
Australia
$25.5M -$91.6K -1,935 -0.4%
NMERB
384
New Mexico Educational Retirement Board
New Mexico
$25.5M +$1.13M +23,800 +5%
Northwestern Mutual Wealth Management
385
Northwestern Mutual Wealth Management
Wisconsin
$25.4M +$3.49M +73,670 +16%
TAM
386
Tocqueville Asset Management
New York
$25.2M +$384K +8,120 +2%
OPCM
387
Osborne Partners Capital Management
California
$24.9M -$63.4K -1,340 -0.3%
B
388
BP
United Kingdom
$24.7M -$3.69M -78,000 -13%
FT
389
Fiduciary Trust
Massachusetts
$24.6M -$332K -7,020 -1%
Cohen & Steers
390
Cohen & Steers
New York
$24.2M +$606K +12,800 +3%
CIBC Asset Management
391
CIBC Asset Management
Ontario, Canada
$24.1M +$7.38K +156 +0%
PMAM
392
Picton Mahoney Asset Management
Ontario, Canada
$24.1M -$1.54M -32,461 -6%
WB
393
WesBanco Bank
West Virginia
$23.9M -$134K -2,824 -0.6%
HHC
394
Hutchin Hill Capital
New York
$23.7M +$23.7M +500,000 New
QI
395
QS Investors
New York
$23.6M -$619K -13,084 -3%
BVDMP
396
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$23.4M – – –
Rafferty Asset Management
397
Rafferty Asset Management
New York
$23.4M -$5.72M -120,856 -20%
OA
398
Oak Associates
Ohio
$23.4M +$551K +11,651 +2%
GC
399
Giverny Capital
Quebec, Canada
$23.3M +$334K +7,058 +1%
SC
400
Scotia Capital
Ontario, Canada
$23.2M +$173K +3,654 +0.8%
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