WFC icon

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 %
DP
701
Dearborn Partners
Illinois
$6.29M +$134K +3,017 +2%
MYLI
702
Meiji Yasuda Life Insurance
Japan
$6.27M -$742K -16,750 -11%
SIMC
703
Stillwater Investment Management (California)
California
$6.25M +$6.25M +141,100 New
NEI
704
Northwest & Ethical Investments
Ontario, Canada
$6.19M +$2.09M +47,158 +51%
JIC
705
Johnson Investment Counsel
Ohio
$6.16M -$1.39M -31,370 -18%
AIP
706
Ameritas Investment Partners
Nebraska
$6.1M -$397K -8,971 -6%
CA
707
Continental Advisors
Utah
$6.09M +$1.94M +43,855 +47%
CW
708
Cobiz Wealth
Colorado
$6.06M +$311K +7,017 +5%
BPB
709
Badgley, Phelps & Bell
Washington
$6.04M -$3.41M -76,913 -36%
PMG
710
ProVise Management Group
Florida
$5.99M +$434K +9,799 +8%
TNBTD
711
Trustmark National Bank Trust Department
Mississippi
$5.94M -$294K -6,647 -5%
ECM
712
Exchange Capital Management
Michigan
$5.94M +$21.5K +486 +0.4%
MWAC
713
Mariner Wealth Advisors (Cincinnati)
Ohio
$5.93M +$125K +2,812 +2%
DIA
714
Dean Investment Associates
Ohio
$5.91M +$62.9K +1,421 +1%
B
715
Barings
North Carolina
$5.91M -$2.32M -52,500 -28%
MIM
716
Marco Investment Management
Georgia
$5.88M +$48.4K +1,092 +0.8%
IA
717
Icon Advisers
Colorado
$5.86M – – –
FCBT
718
First Citizens Bank & Trust
North Carolina
$5.86M -$1.93M -43,521 -25%
SSA
719
Schonfeld Strategic Advisors
New York
$5.86M +$5.86M +132,243 New
GW
720
GW & Wade
Massachusetts
$5.84M +$31.6K +714 +0.5%
MA
721
Montag & Associates
Georgia
$5.84M -$84.1K -1,900 -1%
NC
722
Northpointe Capital
Michigan
$5.81M +$249K +5,627 +4%
ACM
723
Azimuth Capital Management
Michigan
$5.79M -$608K -13,740 -10%
PI
724
PineBridge Investments
New York
$5.76M +$1.05M +23,602 +22%
PIC
725
Portland Investment Counsel
Ontario, Canada
$5.76M +$5.76M +130,100 New
27 28
29
30 31