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Wells Fargo
WFC

Overview Fund Activity

1,891 hedge funds and large institutions have $180B invested in Wells Fargo in 2016 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 898 increasing their positions, 706 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,891
Holders Change
-4
Holders Change %
-0.21%
% of All Funds
50.53%
Holding in Top 10
221
Holding in Top 10 Change
-59
Holding in Top 10 Change %
-21.07%
% of All Funds
5.91%
New
94
Increased
898
Reduced
706
Closed
80
Calls
$1.31B
Puts
$1.69B
Net Calls
-$374M
Net Calls Change
-$304M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$520M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$296M
3
IC
Institutional Capital
Illinois
+$263M
4
RCG
Ruane, Cunniff & Goldfarb
New York
+$244M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$224M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$2.77B
2
Capital World Investors
Capital World Investors
California
-$1.16B
3
LPU
Lansdowne Partners (UK)
United Kingdom
-$933M
4
Boston Partners
Boston Partners
Massachusetts
-$889M
5
State Street
State Street
Massachusetts
-$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
PC
626
Polar Capital
United Kingdom
$8.75M -$71K -1,500 -0.8%
MBI
627
Montrusco Bolton Investments
Quebec, Canada
$8.75M +$2.24M +47,380 +34%
LAM
628
Lebenthal Asset Management
New York
$8.73M +$2.65M +55,924 +44%
CIC
629
Chilton Investment Company
Connecticut
$8.73M -$69.9K -1,477 -0.8%
SSA
630
South Street Advisors
New York
$8.67M +$203K +4,290 +2%
FBC
631
Fairfield, Bush & Co
Connecticut
$8.67M +$128K +2,706 +2%
CA
632
Cullinan Associates
Kentucky
$8.66M -$233K -4,915 -3%
LM
633
Lincluden Management
Ontario, Canada
$8.65M +$52.3K +1,106 +0.6%
BBI
634
Baxter Bros Inc
Connecticut
$8.61M +$8.61M +181,939 New
MLL
635
Moody Lynn & Lieberson
Massachusetts
$8.6M -$3.13M -66,176 -27%
FNBT
636
FineMark National Bank & Trust
Florida
$8.59M +$506K +10,682 +6%
IFB
637
iAB Financial Bank
Indiana
$8.59M -$904K -19,100 -10%
AIMCA
638
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.52M -$7.76M -164,000 -48%
GJIC
639
Gamble Jones Investment Counsel
California
$8.49M +$169K +3,572 +2%
BRCM
640
Bright Rock Capital Management
Massachusetts
$8.43M +$1.09M +23,000 +15%
RBA
641
Richard Bernstein Advisors
New York
$8.4M – – –
BCM
642
Buckhead Capital Management
Georgia
$8.4M -$33.8K -715 -0.4%
MCM
643
McRae Capital Management
New Jersey
$8.37M +$142K +3,000 +2%
HCMT
644
Highland Capital Management (Tennessee)
Tennessee
$8.35M -$28.4K -600 -0.3%
NMIMC
645
Northwestern Mutual Investment Management Company
Wisconsin
$8.34M -$6.3K -133 -0.1%
JAM
646
JCIC Asset Management
Ontario, Canada
$8.33M -$550K -11,627 -6%
FCBT
647
First Citizens Bank & Trust
North Carolina
$8.32M -$3.25M -68,587 -28%
Mariner
648
Mariner
Kansas
$8.2M +$379K +8,016 +5%
FBB
649
Fulton Breakefield Broenniman
Maryland
$8.19M +$520K +10,989 +7%
AC
650
Addenda Capital
Quebec, Canada
$8.14M +$109K +2,351 +1%
24 25
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