WFC icon

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 %
NEAM
26
New England Asset Management
Connecticut
$1.19B – – –
DSA
27
Davis Selected Advisers
Arizona
$1.16B -$89.5M -1,851,571 -7%
Morgan Stanley
28
Morgan Stanley
New York
$1.15B +$138M +2,861,419 +14%
Allianz Asset Management
29
Allianz Asset Management
Germany
$1.12B -$30M -619,807 -3%
Legal & General Group
30
Legal & General Group
United Kingdom
$1.1B +$22.1M +457,687 +2%
Boston Partners
31
Boston Partners
Massachusetts
$1.09B -$133M -2,754,645 -11%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$1.05B +$277M +5,735,282 +36%
Goldman Sachs
33
Goldman Sachs
New York
$1.04B +$291M +6,009,803 +39%
LPU
34
Lansdowne Partners (UK)
United Kingdom
$990M +$513M +10,614,160 +108%
BBHC
35
Brown Brothers Harriman & Co
New York
$979M +$42.3M +874,278 +5%
MAM
36
Magellan Asset Management
Australia
$930M +$26.3M +543,242 +3%
Fisher Asset Management
37
Fisher Asset Management
Washington
$922M +$5.34M +110,621 +0.6%
Primecap Management
38
Primecap Management
California
$895M +$152M +3,149,895 +21%
Capital International Investors
39
Capital International Investors
California
$864M -$39.7M -821,600 -4%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$793M +$60.9M +1,260,242 +8%
Invesco
41
Invesco
Georgia
$790M -$31.9M -659,203 -4%
BIM
42
BlackRock Investment Management
Delaware
$783M -$25.6M -528,852 -3%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$782M -$39M -806,372 -5%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$723M +$14.9M +307,600 +2%
GRQ
45
Gardner Russo & Quinn
Pennsylvania
$711M -$1.39M -28,654 -0.2%
ATO
46
Alecta Tjanstepension Omsesidigt
Sweden
$699M – – –
UBS AM
47
UBS AM
Illinois
$697M -$11.6M -239,256 -2%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$690M +$1.77M +36,588 +0.3%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$656M +$11.5M +238,059 +2%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$654M +$8.27M +171,027 +1%
1
2
3 4 5