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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 %
SCI
651
S&CO Inc
Massachusetts
$8.23M +$154K +3,185 +2%
WA
652
Wasatch Advisors
Utah
$8.23M -$756K -15,544 -8%
FM
653
Foster & Motley
Ohio
$8.22M +$310K +6,409 +4%
CA
654
Cornerstone Advisors
North Carolina
$8.21M – – –
AC
655
Addenda Capital
Quebec, Canada
$8.19M +$43.9K +929 +0.5%
SI
656
SII Investments
Wisconsin
$8.17M +$2.07M +42,798 +34%
GIM
657
Grassi Investment Management
California
$8.15M +$3.84M +79,445 +89%
KB
658
Kimelman & Baird
New York
$8.11M +$19.6K +406 +0.2%
WAM
659
Wilsey Asset Management
California
$8.09M +$91.8K +1,899 +1%
CIC
660
Cornercap Investment Counsel
Georgia
$8.08M -$109K -2,259 -1%
MYAM
661
Meiji Yasuda Asset Management
Japan
$8.06M +$185K +3,830 +2%
VKH
662
Virtu KCG Holdings
New York
$8.06M +$7.81M +161,567 +3,157%
AB
663
Amalgamated Bank
New York
$8.05M +$2.13M +44,058 +36%
VC
664
Vestor Capital
Illinois
$8.05M +$48.1K +994 +0.6%
Mariner
665
Mariner
Kansas
$8M +$1.22M +25,308 +18%
BCM
666
Billings Capital Management
Virginia
$7.97M -$1.12M -23,148 -12%
WAM
667
Winslow Asset Management
Ohio
$7.95M -$1.37M -28,304 -15%
NP
668
NS Partners
United Kingdom
$7.95M +$1.13M +23,460 +17%
CW
669
Cobiz Wealth
Colorado
$7.87M -$244K -5,041 -3%
EWM
670
Evercore Wealth Management
New York
$7.85M -$146K -3,029 -2%
FBB
671
Fulton Breakefield Broenniman
Maryland
$7.83M +$167K +3,453 +2%
CIP
672
Chartwell Investment Partners
Pennsylvania
$7.82M -$580K -12,000 -7%
PWLP
673
Prio Wealth Limited Partnership
Massachusetts
$7.8M +$287K +5,930 +4%
MERSOM
674
Municipal Employees' Retirement System of Michigan
Michigan
$7.78M +$59K +1,220 +0.8%
LBC
675
Lowe Brockenbrough & Co
Virginia
$7.78M +$394K +8,149 +5%
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