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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 %
FWIA
426
Fort Washington Investment Advisors
Ohio
$20.7M +$88.2K +1,823 +0.4%
KRS
427
Kentucky Retirement Systems
Kentucky
$20.5M +$3.45M +71,382 +20%
CIM
428
Confluence Investment Management
Missouri
$20.5M +$1.46M +30,113 +8%
NLGIA
429
Nippon Life Global Investors Americas
New York
$20.1M +$4.25M +87,820 +27%
CIA
430
CCM Investment Advisers
South Carolina
$20M -$248K -5,135 -1%
ABC
431
Associated Banc-Corp
Wisconsin
$19.9M +$122K +2,518 +0.6%
AAM
432
Advisors Asset Management
Colorado
$19.9M +$1.37M +28,291 +7%
ST
433
Sabal Trust
Florida
$19.9M +$501K +10,361 +3%
MAA
434
Matrix Asset Advisors
New York
$19.9M +$371K +7,678 +2%
TG
435
TCW Group
California
$19.8M -$7.23M -149,435 -27%
SCM
436
SKBA Capital Management
California
$19.6M -$1.71M -35,300 -8%
SL
437
Summitry LLC
California
$19.5M +$25K +518 +0.1%
WSFS
438
Wilmington Savings Fund Society
Delaware
$19.4M -$2.01M -41,520 -9%
QC
439
Quadrature Capital
United Kingdom
$19.4M +$8.87M +183,455 +85%
EA
440
Echinus Advisors
New York
$19.3M – – –
PL
441
Perpetual Ltd
Australia
$19.3M -$3.6M -74,346 -16%
MNA
442
Manning & Napier Advisors
New York
$19.2M +$308K +6,375 +2%
BHIA
443
Birch Hill Investment Advisors
Massachusetts
$19M -$303K -6,275 -2%
DnB Asset Management
444
DnB Asset Management
Norway
$19M +$7.49M +154,839 +65%
OWP
445
Obermeyer Wealth Partners
Colorado
$18.9M -$304K -6,285 -2%
RC
446
Randolph Company
Ohio
$18.9M +$364K +7,525 +2%
HCM
447
Heathbridge Capital Management
Ontario, Canada
$18.8M -$9.67K -200 -0.1%
HCM
448
Hutchinson Capital Management
California
$18.8M -$214K -4,425 -1%
LCP
449
LGT Capital Partners
Switzerland
$18.6M +$7.6M +157,140 +69%
DCM
450
Donaldson Capital Management
Indiana
$18.6M -$673K -13,906 -3%
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