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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 %
BF
426
BOK Financial
Oklahoma
$18.6M -$2.53M -57,120 -12%
MIH
427
Madison Investment Holdings
Wisconsin
$18.5M -$9.64M -217,770 -34%
CG
428
Clinton Group
New York
$18.4M +$18.4M +415,491 New
PCA
429
Personal Capital Advisors
California
$18.4M +$2.63M +59,309 +17%
MNA
430
Manning & Napier Advisors
New York
$18.4M -$446K -10,066 -2%
FGP
431
Foyston, Gordon, & Payne
Ontario, Canada
$18.4M +$1.5M +33,795 +9%
TG
432
TCW Group
California
$18.3M -$501K -11,315 -3%
BAM
433
Berkshire Asset Management
Pennsylvania
$18.3M +$2.86M +64,526 +18%
CS
434
Candriam SCA
Luxembourg
$18.3M +$1.45M +32,734 +9%
PP
435
Paloma Partners
Connecticut
$18.2M +$6.64M +150,034 +57%
WIC
436
Willis Investment Counsel
Georgia
$18.2M +$2.97M +67,129 +20%
FWIA
437
Fort Washington Investment Advisors
Ohio
$18.1M -$1.58M -35,588 -8%
Lord, Abbett & Co
438
Lord, Abbett & Co
New Jersey
$18M +$7.96M +179,731 +79%
RW
439
Rand Wealth
Maryland
$17.7M +$626K +14,129 +4%
Cambridge Investment Research Advisors
440
Cambridge Investment Research Advisors
Iowa
$17.6M +$1.01M +22,789 +6%
BHIA
441
Birch Hill Investment Advisors
Massachusetts
$17.5M -$138K -3,106 -0.8%
DCM
442
Donaldson Capital Management
Indiana
$17.5M -$213K -4,804 -1%
AII
443
AGF Investments Inc
Ontario, Canada
$17.4M +$1.53M +34,513 +10%
PNC
444
Park National Corp
Ohio
$17.4M +$1.39M +31,475 +9%
HCM
445
Hutchinson Capital Management
California
$17.4M -$152K -3,423 -0.9%
GC
446
Guardian Capital
Ontario, Canada
$17.2M -$242K -5,463 -1%
VanEck Associates
447
VanEck Associates
New York
$17.1M +$1.23M +27,814 +8%
CGH
448
Crossmark Global Holdings
Texas
$17.1M +$17.1M +309,969 New
KRS
449
Kentucky Retirement Systems
Kentucky
$17.1M -$322K -7,263 -2%
RMDI
450
R.M. Davis Inc
Maine
$17M -$2.37M -53,450 -12%
16 17
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