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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 %
AC
776
AFAM Capital
Texas
$5.32M -$228K -4,716 -4%
RCA
777
Rowland Carmichael Advisors
Arizona
$5.3M +$5.3M +109,675 New
DJSG
778
D.J. St. Germain
Massachusetts
$5.27M +$220K +4,553 +4%
GIA
779
Granite Investment Advisors
New Hampshire
$5.24M +$5.24M +108,370 New
Squarepoint
780
Squarepoint
New York
$5.24M +$5.02M +103,757 +2,264%
RWM
781
RKL Wealth Management
Pennsylvania
$5.2M +$187K +3,862 +4%
PAI
782
Pittenger & Anderson Inc
Nebraska
$5.2M +$250K +5,180 +5%
QI
783
Quotient Investors
New York
$5.2M -$365K -7,548 -7%
SAMNY
784
Samsung Asset Management (New York)
New York
$5.17M -$492K -10,180 -9%
MSV
785
MN Services Vermogensbeheer
Netherlands
$5.16M +$5.16M +121,626 New
BTNA
786
Bremer Trust National Association
Minnesota
$5.1M +$177K +3,669 +4%
CCM
787
Catawba Capital Management
Virginia
$5.08M +$13K +268 +0.3%
EVM
788
Evelyn V. Moreno
$5.08M +$66.3K +1,370 +1%
JWBC
789
J.W. Burns & Co
New York
$5.06M +$69.4K +1,435 +1%
LIM
790
Leavell Investment Management
Alabama
$5.03M +$26.6K +550 +0.5%
CI
791
Constellation Investments
Ohio
$5.02M +$87.1K +1,800 +2%
PFP
792
Pinnacle Financial Partners
Tennessee
$5M +$1.38M +28,475 +38%
SWM
793
SVA Wealth Management
Wisconsin
$4.99M +$857K +17,722 +21%
SRP
794
Saddle Road Partners
Nebraska
$4.97M +$128K +2,640 +3%
SHGA
795
Sand Hill Global Advisors
California
$4.96M +$176K +3,648 +4%
PTC
796
Private Trust Company
Ohio
$4.94M +$139K +2,873 +3%
BAM
797
Burnham Asset Management
New York
$4.93M +$63.3K +1,302 +1%
ISB
798
Iowa State Bank
Iowa
$4.91M +$140K +2,891 +3%
CF
799
CenterStar Fund
Illinois
$4.9M -$1.63M – –
BFA
800
Bragg Financial Advisors
North Carolina
$4.9M +$69.7K +1,441 +1%
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