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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 %
LAM
726
Lebenthal Asset Management
New York
$6.22M +$6.22M +128,513 New
GAM
727
Gotham Asset Management
New York
$6.19M +$5.85M +120,960 +1,730%
MFS
728
MSI Financial Services
Massachusetts
$6.16M +$989K +20,448 +19%
UAS
729
United Asset Strategies
New York
$6.12M +$2.8M +57,958 +84%
PAG
730
Private Advisor Group
New Jersey
$6.12M -$1.03M -20,627 -14%
WAM
731
Weatherly Asset Management
California
$6.11M +$227K +4,692 +4%
BOS
732
Bingham Osborn & Scarborough
California
$6.1M +$75K +1,550 +1%
JIC
733
Johnson Investment Counsel
Ohio
$6.06M +$3.46M +71,616 +133%
FSA
734
Franklin Street Advisors
North Carolina
$6M +$431K +8,910 +8%
MHIC
735
Marble Harbor Investment Counsel
Massachusetts
$6M +$5.61K +116 +0.1%
OWD
736
Osborn Williams & Donohoe
Ohio
$5.99M -$8.27K -171 -0.1%
BMO
737
Beck Mack & Oliver
New York
$5.96M +$92.2K +1,906 +2%
BCM
738
BlueMar Capital Management
Florida
$5.96M +$5.96M +123,300 New
FMII
739
Farmers & Merchants Investments Inc
Nebraska
$5.96M +$203K +4,206 +4%
MPIA
740
Mountain Pacific Investment Advisers
Idaho
$5.95M -$108K -2,235 -2%
DCM
741
Dynamic Capital Management
Jersey
$5.87M +$5.87M +121,365 New
CANC
742
Culbertson A N & Co
Virginia
$5.84M +$200K +4,131 +4%
MWAC
743
Mariner Wealth Advisors (Cincinnati)
Ohio
$5.83M +$607K +12,554 +12%
ACP
744
Ashfield Capital Partners
California
$5.82M +$32.8K +678 +0.6%
CIA
745
Choate Investment Advisors
Massachusetts
$5.82M +$663K +13,713 +13%
FFBTD
746
First Financial Bank - Trust Division
Ohio
$5.8M +$13.4K +278 +0.2%
MA
747
Montag & Associates
Georgia
$5.77M -$39.9K -825 -0.7%
WJA
748
Williams Jones & Associates
New York
$5.76M -$7.05M -145,801 -55%
NPF
749
Norris Perne & French
Michigan
$5.74M +$876K +18,122 +18%
PPCM
750
Pillar Pacific Capital Management
California
$5.73M +$271K +5,596 +5%
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