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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 %
TAM
551
Trillium Asset Management
Massachusetts
$12.1M -$146K -3,019 -1%
GJCM
552
Grand Jean Capital Management
California
$12M +$1.15M +23,756 +11%
MLL
553
Moody Lynn & Lieberson
Massachusetts
$12M +$88.6K +1,833 +0.7%
SIP
554
Stoneridge Investment Partners
Pennsylvania
$11.9M -$3.56M -73,622 -23%
PMG
555
Private Management Group
California
$11.8M -$161K -3,337 -1%
FCBT
556
First Citizens Bank & Trust
North Carolina
$11.8M -$6.85M -141,743 -37%
SPC
557
Stewart & Patten Company
California
$11.8M +$367K +7,591 +3%
MCM
558
MAI Capital Management
Ohio
$11.8M +$3.11M +64,302 +36%
HIMC
559
Heritage Investors Management Corp
Maryland
$11.8M +$430K +8,901 +4%
DIA
560
Davidson Investment Advisors
Montana
$11.7M +$342K +7,081 +3%
CIS
561
Connors Investor Services
Pennsylvania
$11.7M +$217K +4,493 +2%
BUB
562
BBVA USA Bancshares
Texas
$11.7M +$652K +13,489 +6%
TIAAOA
563
Teachers Insurance & Annuity Association of America
New York
$11.6M – – –
SF
564
Synovus Financial
Georgia
$11.6M +$567K +11,727 +5%
FBNAT
565
FirstMerit Bank N.A. Trustee
Ohio
$11.6M +$567K +11,720 +5%
PRA
566
Parametric Risk Advisors
Connecticut
$11.6M +$4.39M +90,714 +61%
FA
567
FDx Advisors
Illinois
$11.5M +$451K +9,331 +4%
UCFA
568
United Capital Financial Advisors
Texas
$11.5M -$2.11M -43,455 -15%
GIP
569
Granite Investment Partners
California
$11.4M – – –
ACPU
570
Arrowgrass Capital Partners (US)
Delaware
$11.3M +$6.39M +132,215 +130%
OC
571
Oppenheimer & Co
New York
$11.3M +$1.01M +20,918 +10%
GIM
572
Greystone Investment Management
Ohio
$11.2M +$146K +3,010 +1%
ZA
573
Zweig Advisers
Connecticut
$11.2M – – –
GMI
574
Greystone Managed Investments
Saskatchewan, Canada
$11.2M -$163K -3,380 -1%
OAM
575
Origin Asset Management
United Kingdom
$11.1M -$2.03M -42,011 -15%
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