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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 %
FGP
451
Foyston, Gordon, & Payne
Ontario, Canada
$18M +$17.7M +374,578 +5,935%
CS
452
Candriam SCA
Luxembourg
$18M +$1.09M +23,006 +6%
CCM
453
Cullen Capital Management
New York
$17.8M -$48.4M -1,022,050 -73%
GG
454
Gofen & Glossberg
Illinois
$17.8M +$1.04M +21,895 +6%
SCM
455
SKBA Capital Management
California
$17.8M -$1.33M -28,200 -7%
Cambridge Investment Research Advisors
456
Cambridge Investment Research Advisors
Iowa
$17.7M +$2.71M +57,314 +18%
PP
457
Palladium Partners
Virginia
$17.6M +$393K +8,298 +2%
COPPSERS
458
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$17.5M +$1.28M +27,093 +8%
SFM
459
Systematic Financial Management
New Jersey
$17.5M -$3.52M -74,385 -17%
CPSAC
460
Chas P. Smith & Associates (CPS)
Florida
$17.5M +$1.5M +31,735 +9%
OWP
461
Obermeyer Wealth Partners
Colorado
$17.4M -$1.07M -22,585 -6%
CP
462
Cumberland Partners
Ontario, Canada
$17.3M +$4.07M +85,985 +31%
SIM
463
Sentry Investment Management
Wisconsin
$17.2M – – –
UAM
464
UAS Asset Management
New York
$17.2M +$1.72M +36,425 +11%
PNC
465
Park National Corp
Ohio
$17.1M +$938K +19,825 +6%
DC
466
Deere & Company
Illinois
$17.1M +$228K +4,820 +1%
AII
467
AGF Investments Inc
Ontario, Canada
$17M -$3.66M -77,254 -18%
VanEck Associates
468
VanEck Associates
New York
$17M +$17M +358,839 New
ANI
469
American National Insurance
Texas
$17M – – –
RG
470
Rathbones Group
United Kingdom
$16.9M +$1.43M +30,239 +9%
LCP
471
LGT Capital Partners
Switzerland
$16.9M -$1.37M -28,930 -8%
JVBC
472
J.V. Bruni & Co
Colorado
$16.9M -$89.6K -1,894 -0.5%
LCM
473
Logan Capital Management
Pennsylvania
$16.9M +$14.7M +311,584 +701%
WT
474
Whittier Trust
California
$16.8M +$65.7K +1,389 +0.4%
PCA
475
Personal Capital Advisors
California
$16.8M +$2.18M +46,066 +15%
17 18
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