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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 %
BWP
676
Baldwin Wealth Partners
Massachusetts
$7.74M -$428K -8,854 -5%
FAAS
677
First Allied Advisory Services
California
$7.74M -$279K -5,764 -3%
HCMNY
678
Howard Capital Management (New York)
New York
$7.69M +$156K +3,236 +2%
MIM
679
Midwest Investment Management
Ohio
$7.59M +$20.3K +420 +0.3%
AIU
680
Algebris Investments (UK)
United Kingdom
$7.58M +$427K +8,820 +6%
PWM
681
Patriot Wealth Management
Texas
$7.58M +$106K +2,183 +1%
BFM
682
Boston Financial Management
Massachusetts
$7.56M -$405K -8,378 -5%
BWFA
683
Baltimore-Washington Financial Advisors
Maryland
$7.53M +$475K +9,822 +7%
CAN
684
Cetera Advisor Networks
California
$7.52M -$106K -2,199 -1%
BRCM
685
Bright Rock Capital Management
Massachusetts
$7.51M +$734K +15,185 +11%
WAM
686
Wallington Asset Management
Indiana
$7.5M +$266K +5,500 +4%
JFGIW
687
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.38M +$401K +8,281 +6%
CAI
688
Capital Advisors Inc
Oklahoma
$7.36M +$294K +6,087 +4%
GHA
689
GW Henssler & Associates
Georgia
$7.35M -$676K -13,969 -8%
CA
690
Callahan Advisors
Texas
$7.32M +$483K +9,986 +7%
FNFDCM
691
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.3M +$112K +2,320 +2%
ACM
692
Azimuth Capital Management
Michigan
$7.23M -$6.37M -131,799 -47%
TCM
693
Tufton Capital Management
Maryland
$7.18M +$135K +2,794 +2%
IIM
694
Ivory Investment Management
New York
$7.12M +$7.12M +147,147 New
SIC
695
Salem Investment Counselors
North Carolina
$7.11M +$42.9K +887 +0.6%
PAM
696
Private Asset Management
California
$7.08M +$117K +2,425 +2%
CI
697
Conning Inc
Connecticut
$7.08M +$146K +3,010 +2%
CWM
698
Calamos Wealth Management
Illinois
$7.07M +$367K +7,586 +5%
WF
699
WealthTrust Fairport
Ohio
$7.05M +$10.4K +216 +0.1%
AIM
700
AMI Investment Management
Indiana
$6.95M +$43.5K +900 +0.6%
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