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Wells Fargo
WFC

Overview Fund Activity

1,884 hedge funds and large institutions have $165B invested in Wells Fargo in 2016 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 763 increasing their positions, 820 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,884
Holders Change
-7
Holders Change %
-0.37%
% of All Funds
50.35%
Holding in Top 10
198
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-10.41%
% of All Funds
5.29%
New
127
Increased
763
Reduced
820
Closed
114
Calls
$1.54B
Puts
$2.34B
Net Calls
-$798M
Net Calls Change
-$424M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$440M
2
Morgan Stanley
Morgan Stanley
New York
+$334M
3
State Street
State Street
Massachusetts
+$325M
4
Parnassus Investments
Parnassus Investments
California
+$252M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$244M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.07B
2
Bank of America
Bank of America
North Carolina
-$344M
3
Lazard Asset Management
Lazard Asset Management
New York
-$273M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
-$207M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
676
Alerus Financial
North Dakota
$6.74M +$1.87M +42,251 +38%
EWM
677
Evercore Wealth Management
New York
$6.73M -$34.1K -770 -0.5%
Federated Hermes
678
Federated Hermes
Pennsylvania
$6.73M -$105M -2,374,992 -94%
FMII
679
Farmers & Merchants Investments Inc
Nebraska
$6.72M +$1.29M +29,099 +24%
CIA
680
CCM Investment Advisers
South Carolina
$6.72M -$10.9M -247,088 -62%
TCM
681
Twin Capital Management
Pennsylvania
$6.71M -$2.02M -45,540 -23%
SCM
682
Segantii Capital Management
Hong Kong
$6.66M +$6.66M +150,000 New
GCM
683
Gabalex Capital Management
New York
$6.64M -$8.86M -200,000 -57%
SC
684
Spindletop Capital
New York
$6.64M – – –
ACM
685
Advent Capital Management
New York
$6.64M +$6.64M +150,000 New
AIM
686
AMI Investment Management
Indiana
$6.62M +$159K +3,589 +2%
NP
687
NS Partners
United Kingdom
$6.6M -$483K -10,917 -7%
WA
688
Wasatch Advisors
Utah
$6.59M -$83K -1,874 -1%
FAAS
689
First Allied Advisory Services
California
$6.58M -$214K -4,834 -3%
CWM
690
Calamos Wealth Management
Illinois
$6.57M +$134K +3,024 +2%
BOTW
691
Bank of the West
California
$6.54M +$77.7K +1,754 +1%
CI
692
Conning Inc
Connecticut
$6.52M +$19K +430 +0.3%
BSPF
693
British Steel Pension Fund
United Kingdom
$6.49M +$1.46M +33,000 +29%
AC
694
Allstate Corporation
Illinois
$6.46M +$853K +19,268 +15%
SSWM
695
Smith Salley Wealth Management
North Carolina
$6.43M +$6.08M +137,366 +1,729%
DWT
696
Dorsey & Whitney Trust
South Dakota
$6.43M +$65.1K +1,471 +1%
VV
697
Verity & Verity
South Carolina
$6.34M +$199K +4,483 +3%
BIC
698
Bridges Investment Counsel
Nebraska
$6.33M +$124K +2,800 +2%
SLI
699
Sumitomo Life Insurance
Japan
$6.3M -$1.26M -28,547 -17%
IG
700
ING Group
Netherlands
$6.3M -$6.48M -146,006 -51%
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