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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 %
PR
401
Payden & Rygel
California
$22.9M – – –
BF
402
BOK Financial
Oklahoma
$22.5M -$2.36M -49,837 -9%
RCAMU
403
Rothschild & Co Asset Management US
Connecticut
$22.5M +$413K +8,720 +2%
SFFS
404
Stonehage Fleming Financial Services
Jersey
$22.5M -$43.6M -921,686 -66%
PL
405
Perpetual Ltd
Australia
$22.4M +$3.5M +74,044 +19%
CFB
406
Cullen/Frost Bankers
Texas
$22.4M -$3.61M -76,327 -14%
BT
407
Brandywine Trust
Delaware
$22.1M +$4.73M +99,979 +27%
CIM
408
Confluence Investment Management
Missouri
$22.1M +$2.03M +42,969 +10%
VDI
409
Vaughan David Investments
Illinois
$22M +$248K +5,245 +1%
WAM
410
World Asset Management
Michigan
$21.9M +$243K +5,140 +1%
JAM
411
Jupiter Asset Management
United Kingdom
$21.9M -$9.02M -190,600 -29%
OI
412
Oakbrook Investments
Illinois
$21.6M +$4.92M +104,000 +30%
LCM
413
Laurion Capital Management
New York
$21.4M +$21.4M +452,210 New
SAM
414
Securian Asset Management
Minnesota
$21.3M +$198K +4,190 +0.9%
CI
415
Capital International
California
$21.2M -$5.98M -126,310 -22%
LIA
416
LS Investment Advisors
Michigan
$21.2M +$247K +5,227 +1%
DAM
417
Delta Asset Management
Tennessee
$21.2M +$580K +12,256 +3%
FWIA
418
Fort Washington Investment Advisors
Ohio
$21M +$773K +16,326 +4%
MAA
419
Matrix Asset Advisors
New York
$20.9M +$1.41M +29,896 +7%
CT
420
Cambridge Trust
Massachusetts
$20.8M +$388K +8,201 +2%
RMDI
421
R.M. Davis Inc
Maine
$20.7M +$368K +7,784 +2%
AIM
422
Avity Investment Management
Connecticut
$20.6M -$25.7K -544 -0.1%
Handelsbanken Fonder
423
Handelsbanken Fonder
Sweden
$20.5M -$4.73M -100,000 -19%
GT
424
Greenleaf Trust
Michigan
$20.5M -$2.69M -56,882 -12%
ABC
425
Associated Banc-Corp
Wisconsin
$20.3M +$812K +17,158 +4%
15 16
17
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