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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 %
MA
726
Montag & Associates
Georgia
$6.33M +$686K +14,485 +12%
ECM
727
Exchange Capital Management
Michigan
$6.32M -$49.9K -1,055 -0.8%
GHA
728
GW Henssler & Associates
Georgia
$6.28M -$912K -19,264 -13%
BOIA
729
Bush ODonnell Investment Advisors
Missouri
$6.28M -$123K -2,595 -2%
IA
730
Icon Advisers
Colorado
$6.27M – – –
DIA
731
Dean Investment Associates
Ohio
$6.25M +$2.23M +47,139 +55%
CC
732
ClearArc Capital
Ohio
$6.24M -$53.7K -1,135 -0.9%
MIM
733
Marco Investment Management
Georgia
$6.24M +$609K +12,869 +11%
GW
734
GW & Wade
Massachusetts
$6.21M +$607K +12,819 +11%
MWAC
735
Mariner Wealth Advisors (Cincinnati)
Ohio
$6.21M +$497K +10,494 +9%
CW
736
Cobiz Wealth
Colorado
$6.14M -$1.56M -32,916 -20%
WAM
737
Weatherly Asset Management
California
$6.11M +$126K +2,663 +2%
UOC
738
UBS O'Connor
Illinois
$6.11M +$6.11M +129,032 New
OWD
739
Osborn Williams & Donohoe
Ohio
$6.05M +$193K +4,085 +3%
CCG
740
Cypress Capital Group
Florida
$6.05M -$96.4K -2,036 -2%
Marshall Wace
741
Marshall Wace
United Kingdom
$6.03M +$6.03M +127,289 New
CAM
742
Centre Asset Management
New York
$6.01M -$252K -5,330 -4%
BOS
743
Bingham Osborn & Scarborough
California
$6M +$27.8K +587 +0.5%
AC
744
Allstate Corporation
Illinois
$5.99M -$408K -8,612 -6%
WI
745
Wafra Inc
New York
$5.99M -$10.5M -221,535 -64%
AC
746
Ascend Capital
California
$5.97M +$5.97M +126,156 New
NC
747
Northpointe Capital
Michigan
$5.95M -$571K -12,069 -9%
PMG
748
ProVise Management Group
Florida
$5.94M +$439K +9,277 +8%
Victory Capital Management
749
Victory Capital Management
Texas
$5.94M +$350K +7,386 +6%
SRP
750
Saddle Road Partners
Nebraska
$5.92M +$1.06M +22,305 +22%
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