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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 %
MHC
601
Meyer Handelman Company
New York
$8.85M -$66.4K -1,500 -0.7%
PAM
602
Palisade Asset Management
Minnesota
$8.82M +$82.1K +1,855 +0.9%
BIM
603
Bridges Investment Management
Nebraska
$8.73M -$72.6K -1,640 -0.8%
SIG
604
Schaller Investment Group
North Carolina
$8.71M -$56.5K -1,275 -0.6%
MERSOM
605
Municipal Employees' Retirement System of Michigan
Michigan
$8.7M +$9.3K +210 +0.1%
MYAM
606
Meiji Yasuda Asset Management
Japan
$8.52M -$295K -6,660 -3%
SCM
607
Stevens Capital Management
Pennsylvania
$8.52M +$8.52M +192,336 New
CIC
608
Crawford Investment Counsel
Georgia
$8.48M +$6.86M +154,998 +424%
GJCM
609
Grand Jean Capital Management
California
$8.47M -$2.79M -62,990 -25%
TTWM
610
TCV Trust & Wealth Management
Virginia
$8.45M +$23.3K +527 +0.3%
BSA
611
Braun Stacey Associates
New York
$8.38M -$6.18M -139,501 -42%
Mariner
612
Mariner
Kansas
$8.36M +$688K +15,538 +9%
GIM
613
Grassi Investment Management
California
$8.36M +$908K +20,500 +12%
BCM
614
Brookmont Capital Management
Texas
$8.35M +$157K +3,552 +2%
FNT
615
First National Trust
Pennsylvania
$8.34M +$87.5K +1,975 +1%
PCI
616
Pacifica Capital Investments
Texas
$8.32M -$476K -10,755 -5%
SI
617
SII Investments
Wisconsin
$8.24M +$806K +18,179 +11%
LAM
618
Lebenthal Asset Management
New York
$8.19M +$23.8K +538 +0.3%
LM
619
Lincluden Management
Ontario, Canada
$8.15M +$55.1K +1,245 +0.7%
AC
620
Addenda Capital
Quebec, Canada
$8.14M – – –
PC
621
Polar Capital
United Kingdom
$8.14M -$43.8K -989 -0.5%
FNBT
622
FineMark National Bank & Trust
Florida
$8.11M +$73.7K +1,665 +0.9%
IFB
623
iAB Financial Bank
Indiana
$8.09M +$61.4K +1,386 +0.8%
NIM
624
Northeast Investment Management
Massachusetts
$8.05M -$886K -19,999 -10%
Carson Wealth (CWM LLC)
625
Carson Wealth (CWM LLC)
Nebraska
$8.05M +$784K +17,701 +11%
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25
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