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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 %
CEP
751
Chicago Equity Partners
Illinois
$5.89M -$28.7M -605,555 -83%
WS
752
Wedbush Securities
California
$5.89M +$386K +8,163 +7%
PPCM
753
Pillar Pacific Capital Management
California
$5.86M +$252K +5,334 +5%
BMO
754
Beck Mack & Oliver
New York
$5.85M +$8.09K +171 +0.1%
MAM
755
Meeder Asset Management
Ohio
$5.84M -$2.34M -49,392 -29%
FMII
756
Farmers & Merchants Investments Inc
Nebraska
$5.81M -$22.5K -475 -0.4%
GC
757
Gratus Capital
Georgia
$5.8M +$546K +11,543 +10%
FFBTD
758
First Financial Bank - Trust Division
Ohio
$5.77M +$93.3K +1,971 +2%
MPIA
759
Mountain Pacific Investment Advisers
Idaho
$5.76M -$63.9K -1,350 -1%
SAM
760
Silvercrest Asset Management
New York
$5.74M +$144K +3,038 +3%
CANC
761
Culbertson A N & Co
Virginia
$5.7M -$15.1K -320 -0.3%
MHIC
762
Marble Harbor Investment Counsel
Massachusetts
$5.69M -$178K -3,765 -3%
BWP
763
Baldwin Wealth Partners
Massachusetts
$5.67M -$1.9M -40,251 -25%
IA
764
IFP Advisors
Florida
$5.65M +$4.62M +97,633 +447%
ACP
765
Ashfield Capital Partners
California
$5.62M -$82.6K -1,746 -1%
LI
766
Lafayette Investments
Maryland
$5.57M +$244K +5,161 +5%
NPF
767
Norris Perne & French
Michigan
$5.56M -$59.1K -1,249 -1%
EVM
768
Evelyn V. Moreno
$5.55M +$583K +12,325 +12%
FLPIM
769
F.L. Putnam Investment Management
Massachusetts
$5.54M +$843K +17,809 +18%
SIM
770
Sonora Investment Management
Arizona
$5.53M +$339K +7,154 +7%
1SB
771
1ST Source Bank
Indiana
$5.51M +$133K +2,800 +2%
AIA
772
Allegis Investment Advisors
Idaho
$5.51M +$904K +19,240 +20%
SCM
773
Schnieders Capital Management
California
$5.49M -$111K -2,351 -2%
EWM
774
Endurance Wealth Management
Rhode Island
$5.47M -$15.1K -320 -0.3%
ACM
775
Aquamarine Capital Management
New York
$5.44M – – –
29 30
31
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