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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 %
ZDA
726
Zweig-DiMenna Associates
New York
$5.76M +$5.76M +130,000 New
BOIA
727
Bush ODonnell Investment Advisors
Missouri
$5.75M -$122K -2,760 -2%
FBP
728
Flippin Bruce & Porter
Virginia
$5.75M +$1.8M +40,550 +45%
CA
729
Cornerstone Advisors
North Carolina
$5.75M -$1.77M -40,000 -24%
TC
730
Trust Company
Kansas
$5.71M +$2.37M +53,493 +71%
SB
731
Simmons Bank
Arkansas
$5.62M +$1.66M +37,485 +42%
BGIM
732
Brandywine Global Investment Management
Pennsylvania
$5.61M -$207M -4,667,370 -97%
OWD
733
Osborn Williams & Donohoe
Ohio
$5.6M -$58.4K -1,318 -1%
WAM
734
Weatherly Asset Management
California
$5.6M -$114K -2,569 -2%
HCM
735
Hodges Capital Management
Texas
$5.59M +$5.06M +114,359 +957%
PPCM
736
Pillar Pacific Capital Management
California
$5.59M +$108K +2,450 +2%
AIA
737
Allegis Investment Advisors
Idaho
$5.59M +$395K +8,920 +8%
OIMU
738
Orbis Investment Management (US)
California
$5.58M +$5.58M +125,985 New
BOS
739
Bingham Osborn & Scarborough
California
$5.56M -$58.1K -1,313 -1%
BPM
740
Bowling Portfolio Management
Ohio
$5.55M -$480K -10,834 -8%
SRP
741
Saddle Road Partners
Nebraska
$5.54M – – –
MSV
742
MN Services Vermogensbeheer
Netherlands
$5.53M +$105K +2,366 +2%
SFG
743
Sather Financial Group
Texas
$5.51M +$820K +18,520 +18%
Capstone Investment Advisors
744
Capstone Investment Advisors
New York
$5.47M +$5.47M +123,453 New
FFBTD
745
First Financial Bank - Trust Division
Ohio
$5.46M +$60K +1,356 +1%
CC
746
ClearArc Capital
Ohio
$5.46M -$379K -8,567 -6%
GC
747
Gratus Capital
Georgia
$5.44M +$6.11K +138 +0.1%
CANC
748
Culbertson A N & Co
Virginia
$5.43M +$90.9K +2,052 +2%
PWLP
749
Prio Wealth Limited Partnership
Massachusetts
$5.4M -$1.66M -37,478 -24%
AI
750
Analytic Investors
California
$5.36M -$1.07M -24,147 -17%
28 29
30
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