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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 %
CCM
651
Channing Capital Management
Illinois
$8.12M +$8.12M +171,624 New
GCA
652
Guardian Capital Advisors
Ontario, Canada
$8.1M -$137K -2,980 -2%
KB
653
Kimelman & Baird
New York
$8.08M +$143K +3,029 +2%
SLI
654
Sumitomo Life Insurance
Japan
$8.08M -$1.03M -21,773 -11%
JIC
655
Johnson Investment Counsel
Ohio
$8.07M +$2.13M +45,011 +36%
SCI
656
S&CO Inc
Massachusetts
$8.06M – – –
CA
657
Cornerstone Advisors
North Carolina
$8.04M – – –
NB
658
NBT Bank
New York
$8.03M -$60.4K -1,277 -0.7%
GIM
659
Grassi Investment Management
California
$7.97M -$9.47K -200 -0.1%
JGC
660
J. Goldman & Co
New York
$7.94M +$4.43M +93,500 +126%
SI
661
SII Investments
Wisconsin
$7.93M -$63.1K -1,335 -0.8%
DY
662
Dowling & Yahnke
California
$7.92M -$382K -8,070 -5%
WAM
663
Wilsey Asset Management
California
$7.89M -$27.4K -580 -0.3%
FM
664
Foster & Motley
Ohio
$7.84M -$202K -4,264 -3%
VC
665
Vestor Capital
Illinois
$7.82M -$58.7K -1,240 -0.7%
Carson Wealth (CWM LLC)
666
Carson Wealth (CWM LLC)
Nebraska
$7.76M -$428K -9,042 -5%
MIM
667
Midwest Investment Management
Ohio
$7.73M +$300K +6,328 +4%
SGAM
668
Steinberg Global Asset Management
Florida
$7.72M +$6.34M +133,993 +461%
JFGIW
669
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.71M +$490K +10,352 +7%
BWFA
670
Baltimore-Washington Financial Advisors
Maryland
$7.69M +$318K +6,712 +4%
CAI
671
Capital Advisors Inc
Oklahoma
$7.68M +$477K +10,075 +7%
HCMNY
672
Howard Capital Management (New York)
New York
$7.68M +$154K +3,260 +2%
CAN
673
Cetera Advisor Networks
California
$7.67M +$316K +6,674 +4%
TL
674
Tirschwell & Loewy
New York
$7.66M +$4.12M +87,000 +116%
WAM
675
Winslow Asset Management
Ohio
$7.64M -$148K -3,125 -2%
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