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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 %
ASA
551
Armstrong Shaw Associates
Connecticut
$11.1M -$158K -3,567 -1%
SBH
552
Segall Bryant & Hamill
Illinois
$11M -$151K -3,405 -1%
DIA
553
Davidson Investment Advisors
Montana
$11M +$155K +3,512 +1%
FNBOO
554
First National Bank of Omaha
Nebraska
$11M +$2.59M +58,568 +31%
NIT
555
NumerixS Investment Technologies
British Columbia, Canada
$11M +$6.96M +157,091 +174%
WP
556
WMS Partners
Maryland
$10.9M +$453K +10,226 +4%
ORIO
557
Old Republic International (ORI)
Illinois
$10.8M +$10.8M +230,000 New
SBWIC
558
Schaper Benz & Wise Investment Counsel
Wisconsin
$10.8M +$468K +10,565 +5%
AHB
559
Abner Herrman & Brock
New Jersey
$10.6M +$241K +5,441 +2%
TIAAOA
560
Teachers Insurance & Annuity Association of America
New York
$10.6M – – –
CCMIC
561
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$10.5M +$273K +6,158 +3%
TAM
562
Taurus Asset Management
New York
$10.4M -$15.5K -350 -0.1%
BUB
563
BBVA USA Bancshares
Texas
$10.4M -$70.5K -1,593 -0.7%
GIP
564
Granite Investment Partners
California
$10.4M +$19.7K +445 +0.2%
APFBOT
565
Amica Pension Fund Board of Trustees
Rhode Island
$10.2M – – –
BFG
566
Beacon Financial Group
Texas
$10.1M +$158K +3,572 +2%
BII
567
Bainco International Investors
Massachusetts
$10M +$496K +11,199 +5%
KCM
568
Kanawha Capital Management
Virginia
$9.97M +$63.8K +1,440 +0.6%
MCM
569
MAI Capital Management
Ohio
$9.96M -$272K -6,142 -3%
CA
570
CapWealth Advisors
Tennessee
$9.91M -$245K -5,524 -2%
QAM
571
QCI Asset Management
New York
$9.89M +$96.1K +2,171 +1%
HFS
572
Haverford Financial Services
Pennsylvania
$9.87M +$121K +2,736 +1%
SFFS
573
Stonehage Fleming Financial Services
Jersey
$9.81M -$11.2M -253,433 -53%
GMI
574
Greystone Managed Investments
Saskatchewan, Canada
$9.77M +$6.02K +136 +0.1%
NLI
575
Nippon Life Insurance
Japan
$9.76M -$17.4K -393 -0.2%
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