WFC icon

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 %
DILH
376
Dai-ichi Life Holdings
Japan
$23.2M -$2.04M -46,116 -8%
Parallax Volatility Advisers
377
Parallax Volatility Advisers
California
$23M -$14.6M -328,652 -39%
WB
378
WesBanco Bank
West Virginia
$22.9M +$512K +11,559 +2%
MSU
379
Mizuho Securities USA
New York
$22.7M +$18.2M +411,600 +412%
GC
380
Giverny Capital
Quebec, Canada
$22.7M +$840K +18,971 +4%
OPCM
381
Osborne Partners Capital Management
California
$22.6M -$710K -16,033 -3%
SG Americas Securities
382
SG Americas Securities
New York
$22.5M +$20.9M +472,930 +1,318%
PR
383
Payden & Rygel
California
$22.4M +$1M +22,620 +5%
Creative Planning
384
Creative Planning
Kansas
$22.4M +$4.69M +105,855 +27%
BG
385
Bahl & Gaynor
Ohio
$22.2M -$4M -90,276 -15%
Handelsbanken Fonder
386
Handelsbanken Fonder
Sweden
$22.1M +$2.95M +66,642 +15%
MP
387
Manikay Partners
New York
$22.1M +$22.1M +500,000 New
C
388
Consulta
United Kingdom
$22.1M +$22.1M +500,000 New
EAM
389
EverPoint Asset Management
Connecticut
$22.1M +$22.1M +500,000 New
BVDMP
390
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$21.9M – – –
PC
391
PointState Capital
New York
$21.8M +$21.8M +491,400 New
FT
392
Fiduciary Trust
Massachusetts
$21.7M -$1.33M -30,064 -6%
JAM
393
Jupiter Asset Management
United Kingdom
$21.3M +$762K +17,215 +4%
OPERF
394
Oregon Public Employees Retirement Fund
Oregon
$21.1M -$16.1M -363,495 -43%
WI
395
Wafra Inc
New York
$21.1M +$15.5M +350,954 +277%
BPCE
396
Bank Pictet & Cie (Europe)
Germany
$21.1M +$3.04M +68,608 +17%
MAA
397
Matrix Asset Advisors
New York
$21M +$1.46M +32,966 +7%
DA
398
Denali Advisors
California
$20.9M +$2.84M +64,076 +16%
AIM
399
Avity Investment Management
Connecticut
$20.9M +$1.06M +23,124 +5%
YL
400
YCG LLC
Texas
$20.8M +$3.15M +71,199 +18%
14 15
16
17 18