WFC icon

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
1
Franklin Resources
California
$1.79B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.37B
3
State Street
3
State Street
Massachusetts
$8.59B
4
Parnassus Investments
4
Parnassus Investments
California
$794M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$13B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.66B
2
Bank of America
2
Bank of America
North Carolina
$2.1B
3
Lazard Asset Management
3
Lazard Asset Management
New York
$25M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$5.61M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$5.2B
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$1.15B +$60.8M +1,372,663 +6%
Harris Associates
27
Harris Associates
Illinois
$1.14B -$61M -1,378,042 -5%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$1.11B +$16.1M +363,606 +1%
NEAM
29
New England Asset Management
Connecticut
$1.09B +$4.43K +100 +0%
Legal & General Group
30
Legal & General Group
United Kingdom
$1.04B +$13M +293,420 +1%
BA
31
BlackRock Advisors
Delaware
$986M -$117M -2,643,969 -11%
MAM
32
Magellan Asset Management
Australia
$885M +$20.8M +469,537 +2%
BBHC
33
Brown Brothers Harriman & Co
New York
$841M -$29.8M -673,173 -3%
Primecap Management
34
Primecap Management
California
$810M -$5.64M -127,339 -0.7%
Fisher Asset Management
35
Fisher Asset Management
Washington
$805M -$33.9M -765,508 -4%
Parnassus Investments
36
Parnassus Investments
California
$794M +$252M +5,684,025 +46%
Capital International Investors
37
Capital International Investors
California
$732M -$2.21M -49,995 -0.3%
Invesco
38
Invesco
Georgia
$728M +$20.8M +470,585 +3%
EVM
39
Eaton Vance Management
Massachusetts
$706M -$41.5M -937,910 -6%
GRQ
40
Gardner Russo & Quinn
Pennsylvania
$700M +$27.6M +623,744 +4%
ATO
41
Alecta Tjanstepension Omsesidigt
Sweden
$683M – – –
BIM
42
BlackRock Investment Management
Delaware
$672M -$40.2M -906,854 -6%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$672M -$82.6M -1,864,289 -11%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$661M -$75.2M -1,698,787 -10%
Allianz Asset Management
45
Allianz Asset Management
Germany
$653M -$191M -4,314,448 -23%
UBS AM
46
UBS AM
Illinois
$646M -$5.84M -131,987 -0.9%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$619M -$4.34M -98,053 -0.7%
PP
48
Prudential plc
United Kingdom
$618M +$8.72M +197,038 +1%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$606M -$39M -881,300 -6%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$603M +$2.99M +67,454 +0.5%
1
2
3 4 5