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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 %
CI
701
Conning Inc
Connecticut
$6.95M +$25.1K +530 +0.4%
CCFCSB
702
Cape Cod Five Cents Savings Bank
Massachusetts
$6.95M +$457K +9,659 +7%
AIP
703
Ameritas Investment Partners
Nebraska
$6.94M +$496K +10,482 +8%
PAM
704
Private Asset Management
California
$6.93M +$4.4K +93 +0.1%
SIC
705
Salem Investment Counselors
North Carolina
$6.91M -$48.8K -1,030 -0.7%
AIM
706
AMI Investment Management
Indiana
$6.91M +$109K +2,300 +2%
BOTW
707
Bank of the West
California
$6.9M +$300K +6,330 +5%
CWM
708
Calamos Wealth Management
Illinois
$6.88M -$45.1K -952 -0.7%
AI
709
Analytic Investors
California
$6.87M -$5.76M -121,722 -46%
ACM
710
Azimuth Capital Management
Michigan
$6.84M -$237K -5,010 -3%
MFS
711
MSI Financial Services
Massachusetts
$6.82M +$789K +16,681 +13%
DWT
712
Dorsey & Whitney Trust
South Dakota
$6.8M +$341K +7,196 +5%
WJA
713
Williams Jones & Associates
New York
$6.74M +$1.1M +23,267 +20%
IMOV
714
Investment Management of Virginia
Virginia
$6.72M +$1.99M +42,013 +42%
VW
715
Vantage Wealth
California
$6.67M +$6.67M +140,975 New
TNBTD
716
Trustmark National Bank Trust Department
Mississippi
$6.66M +$541K +11,421 +9%
BIC
717
Bridges Investment Counsel
Nebraska
$6.64M +$147K +3,115 +2%
JMFC
718
J.M. Forbes & Co
Massachusetts
$6.62M +$133K +2,803 +2%
DP
719
Dearborn Partners
Illinois
$6.58M -$38.1K -806 -0.6%
VV
720
Verity & Verity
South Carolina
$6.57M +$2.11M +44,666 +47%
PG
721
PEAK6 Group
Illinois
$6.55M +$4.85M +102,436 +285%
UAS
722
United Asset Strategies
New York
$6.49M +$495K +10,460 +8%
BPM
723
Bowling Portfolio Management
Ohio
$6.44M -$2.43M -51,424 -27%
GAM
724
Gotham Asset Management
New York
$6.41M +$350K +7,388 +6%
FSA
725
Franklin Street Advisors
North Carolina
$6.38M +$500K +10,569 +9%
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