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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 %
PC
626
Polar Capital
United Kingdom
$9M +$601K +12,420 +7%
CIC
627
Chilton Investment Company
Connecticut
$8.99M -$8.68M -179,545 -49%
TTWM
628
TCV Trust & Wealth Management
Virginia
$8.93M +$211K +4,368 +2%
APFBOT
629
Amica Pension Fund Board of Trustees
Rhode Island
$8.91M – – –
EA
630
Euclid Advisors
Connecticut
$8.9M -$10.4M -215,613 -54%
FLII
631
First Long Island Investors
New York
$8.9M +$1.26M +26,140 +17%
FNT
632
First National Trust
Pennsylvania
$8.87M +$943K +19,491 +12%
LM
633
Lincluden Management
Ontario, Canada
$8.79M +$44.7K +925 +0.5%
FBC
634
Fairfield, Bush & Co
Connecticut
$8.72M +$288K +5,965 +3%
SSA
635
South Street Advisors
New York
$8.66M +$150K +3,100 +2%
BCM
636
Buckhead Capital Management
Georgia
$8.62M +$12.1K +250 +0.1%
RBA
637
Richard Bernstein Advisors
New York
$8.59M +$447K +9,249 +5%
HCMT
638
Highland Capital Management (Tennessee)
Tennessee
$8.56M +$8.25M +170,499 +2,595%
GCA
639
Guardian Capital Advisors
Ontario, Canada
$8.54M +$198K +4,174 +2%
NMIMC
640
Northwestern Mutual Investment Management Company
Wisconsin
$8.53M -$8.8K -182 -0.1%
GJIC
641
Gamble Jones Investment Counsel
California
$8.51M +$1.25M +25,819 +17%
DY
642
Dowling & Yahnke
California
$8.48M +$37.3K +772 +0.4%
SIG
643
Schaller Investment Group
North Carolina
$8.46M -$8.46K -175 -0.1%
MCM
644
McRae Capital Management
New Jersey
$8.41M +$123K +2,550 +1%
Carson Wealth (CWM LLC)
645
Carson Wealth (CWM LLC)
Nebraska
$8.37M -$5.46M -112,944 -39%
MAM
646
Meeder Asset Management
Ohio
$8.36M -$5.29M -109,357 -39%
MYLI
647
Meiji Yasuda Life Insurance
Japan
$8.33M +$426K +8,800 +5%
NB
648
NBT Bank
New York
$8.27M -$18.1K -375 -0.2%
FNBT
649
FineMark National Bank & Trust
Florida
$8.26M +$451K +9,320 +6%
SHA
650
Smith Hayes Advisers
Nebraska
$8.24M -$727K -15,041 -8%
24 25
26
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