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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 %
BAAM
676
Baker Avenue Asset Management
California
$7.62M +$1.16M +24,535 +18%
PWM
677
Patriot Wealth Management
Texas
$7.61M +$197K +4,165 +3%
CIC
678
Cornercap Investment Counsel
Georgia
$7.61M -$301K -6,370 -4%
BFM
679
Boston Financial Management
Massachusetts
$7.6M +$200K +4,232 +3%
NP
680
NS Partners
United Kingdom
$7.57M -$212K -4,470 -3%
CIP
681
Chartwell Investment Partners
Pennsylvania
$7.56M -$101K -2,142 -1%
ACI
682
Alpha Cubed Investments
California
$7.55M +$4.09M +86,476 +118%
PWLP
683
Prio Wealth Limited Partnership
Massachusetts
$7.55M -$82.4K -1,741 -1%
SA
684
Steadfast Advisors
New York
$7.51M +$5.5M +116,210 +273%
WAM
685
Wallington Asset Management
Indiana
$7.51M +$168K +3,540 +2%
MYLI
686
Meiji Yasuda Life Insurance
Japan
$7.5M -$658K -13,910 -8%
CA
687
Callahan Advisors
Texas
$7.47M +$308K +6,517 +4%
LBC
688
Lowe Brockenbrough & Co
Virginia
$7.35M -$270K -5,706 -4%
AIU
689
Algebris Investments (UK)
United Kingdom
$7.33M -$86.1K -1,820 -1%
FNFDCM
690
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.32M +$185K +3,909 +3%
FAAS
691
First Allied Advisory Services
California
$7.3M -$296K -6,221 -4%
EWM
692
Evercore Wealth Management
New York
$7.23M -$448K -9,468 -6%
DSI
693
Daiwa SB Investments
Japan
$7.21M -$2.69M -57,250 -27%
HT
694
HighTower Trust
Texas
$7.19M +$3.69M +78,040 +106%
PA
695
Profund Advisors
Maryland
$7.18M +$581K +12,265 +9%
WA
696
Wasatch Advisors
Utah
$7.13M -$881K -18,605 -11%
TCM
697
Tufton Capital Management
Maryland
$7.11M +$81K +1,711 +1%
SC
698
Spindletop Capital
New York
$7.1M -$5.21M -110,000 -42%
MCM
699
Maltese Capital Management
New York
$7.1M +$7.1M +150,000 New
WF
700
WealthTrust Fairport
Ohio
$7.01M +$112K +2,357 +2%
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