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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 %
ST
426
Sabal Trust
Florida
$20.3M +$857K +18,109 +4%
WPL
427
WINDACRE PARTNERSHIP LLC
Texas
$20.2M -$22M -464,000 -52%
TG
428
TCW Group
California
$20.1M +$748K +15,810 +4%
MNA
429
Manning & Napier Advisors
New York
$20.1M +$1.32M +27,913 +7%
KCM
430
Kornitzer Capital Management
Kansas
$20M +$7.97M +168,321 +66%
AAM
431
Advisors Asset Management
Colorado
$19.8M +$303K +6,403 +2%
SL
432
Summitry LLC
California
$19.5M +$441K +9,317 +2%
TAF
433
Tredje AP-fonden
Sweden
$19.5M -$2.74M -57,843 -12%
WSFS
434
Wilmington Savings Fund Society
Delaware
$19.4M +$407K +8,595 +2%
DA
435
Denali Advisors
California
$19.3M +$6M +126,800 +45%
BPCE
436
Bank Pictet & Cie (Europe)
Germany
$19.3M +$6.19M +130,810 +47%
Nuveen Asset Management
437
Nuveen Asset Management
Illinois
$19M -$10.8M -229,047 -36%
MG
438
Meritage Group
California
$18.9M +$18.9M +400,100 New
DCM
439
Donaldson Capital Management
Indiana
$18.9M +$737K +15,568 +4%
Creative Planning
440
Creative Planning
Kansas
$18.9M +$837K +17,686 +5%
YL
441
YCG LLC
Texas
$18.9M +$1.56M +32,876 +9%
CIA
442
CCM Investment Advisers
South Carolina
$18.9M -$688K -14,527 -4%
DnB Asset Management
443
DnB Asset Management
Norway
$18.8M +$279K +5,900 +2%
BHIA
444
Birch Hill Investment Advisors
Massachusetts
$18.8M +$253K +5,356 +1%
HCM
445
Hutchinson Capital Management
California
$18.7M +$350K +7,386 +2%
HCM
446
Heathbridge Capital Management
Ontario, Canada
$18.7M +$491K +10,500 +3%
GC
447
Guardian Capital
Ontario, Canada
$18.7M +$599K +12,647 +3%
KRS
448
Kentucky Retirement Systems
Kentucky
$18.6M -$1.49M -31,542 -7%
RC
449
Randolph Company
Ohio
$18.5M – – –
RW
450
Rand Wealth
Maryland
$18.2M +$436K +9,203 +2%
16 17
18
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