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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 %
ACP
751
Ashfield Capital Partners
California
$5.33M +$73.7K +1,665 +1%
CCP
752
Corient Capital Partners
California
$5.32M +$5.32M +120,085 New
MFS
753
MSI Financial Services
Massachusetts
$5.32M -$1.06M -24,001 -17%
MHIC
754
Marble Harbor Investment Counsel
Massachusetts
$5.31M -$15.5K -350 -0.3%
EGA
755
Eagle Global Advisors
Texas
$5.31M +$2.17M +48,997 +69%
MPIA
756
Mountain Pacific Investment Advisers
Idaho
$5.31M -$81.2K -1,833 -2%
GHA
757
GW Henssler & Associates
Georgia
$5.3M -$583K -13,161 -10%
LI
758
Lafayette Investments
Maryland
$5.28M +$67K +1,512 +1%
EVM
759
Evelyn V. Moreno
$5.25M +$61.5K +1,390 +1%
WJA
760
Williams Jones & Associates
New York
$5.23M -$1.07M -24,101 -17%
WS
761
Wedbush Securities
California
$5.22M -$294K -6,650 -5%
CSM
762
Central Square Management
Illinois
$5.21M +$1.91M +43,138 +58%
CSS
763
Cubist Systematic Strategies
Connecticut
$5.15M +$3.8M +85,784 +282%
DJSG
764
D.J. St. Germain
Massachusetts
$5.14M +$122K +2,751 +2%
FANJ
765
Financial Architects (New Jersey)
New Jersey
$5.13M +$55.6K +1,255 +1%
BCM
766
Blume Capital Management
California
$5.12M +$600K +13,545 +13%
MC
767
Middleton & Co
Massachusetts
$5.12M -$3.37M -76,095 -40%
SIM
768
Sonora Investment Management
Arizona
$5.11M -$70.4K -1,589 -1%
1SB
769
1ST Source Bank
Indiana
$5.11M -$50.2K -1,134 -1%
ACM
770
Aquamarine Capital Management
New York
$5.09M – – –
CA
771
Callahan Advisors
Texas
$5.07M -$1.92M -43,438 -28%
AMAL
772
Asset Management Advisors LLC
Oklahoma
$5.05M +$66.4K +1,500 +1%
PFP
773
Pinnacle Financial Partners
Tennessee
$5.05M -$54.6K -1,161 -1%
PGFC
774
Peapack-Gladstone Financial Corp
New Jersey
$5.05M +$22.9K +517 +0.5%
DSI
775
Daiwa SB Investments
Japan
$5.02M -$1.76M -39,750 -26%
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