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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 %
BFM
776
Boston Financial Management
Massachusetts
$5.02M -$2.09M -47,223 -29%
SAM
777
Silvercrest Asset Management
New York
$5.01M -$362K -8,173 -7%
RGI
778
River Global Investors
United Kingdom
$4.99M +$686K +15,494 +16%
GIA
779
Granite Investment Advisors
New Hampshire
$4.99M -$21.3K -480 -0.4%
PTC
780
Private Trust Company
Ohio
$4.97M +$434K +9,804 +10%
FLPIM
781
F.L. Putnam Investment Management
Massachusetts
$4.97M -$213K -4,811 -4%
ST
782
Spinnaker Trust
Maine
$4.96M +$1.05M +23,660 +27%
WF
783
WealthTrust Fairport
Ohio
$4.93M -$1.63M -36,708 -25%
BTNA
784
Bremer Trust National Association
Minnesota
$4.92M +$86.8K +1,960 +2%
SH
785
SeaTown Holdings
Singapore
$4.92M +$4.92M +111,000 New
CWM
786
Concert Wealth Management
California
$4.9M +$654K +14,818 +15%
RCA
787
Rowland Carmichael Advisors
Arizona
$4.89M – – –
PCM
788
Palouse Capital Management
Washington
$4.85M -$46K -1,038 -0.9%
SIC
789
SFE Investment Counsel
California
$4.84M – – –
FSA
790
Franklin Street Advisors
North Carolina
$4.83M -$1.13M -25,553 -19%
NB
791
Norinchukin Bank
Japan
$4.83M +$339K +7,646 +8%
CAM
792
CMT Asset Management
Illinois
$4.82M +$3.88M +87,624 +413%
AC
793
AFAM Capital
Texas
$4.78M -$69.8K -1,576 -1%
CIA
794
Choate Investment Advisors
Massachusetts
$4.77M -$60K -1,355 -1%
NPF
795
Norris Perne & French
Michigan
$4.75M -$455K -10,286 -9%
AA
796
Ancora Advisors
Ohio
$4.72M +$501K +11,303 +12%
BHWM
797
Bar Harbor Wealth Management
New Hampshire
$4.72M +$67.1K +1,515 +1%
PVH
798
Psagot Value Holdings
Israel
$4.71M +$344K +7,776 +8%
FRM
799
Fore Research & Management
New York
$4.71M +$4.71M +250,000 New
AL
800
Airain Ltd
Guernsey
$4.71M +$4.71M +106,348 New
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