WFC icon

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 %
SS
801
Sunbelt Securities
Texas
$4.9M +$290K +5,990 +6%
SFG
802
Sather Financial Group
Texas
$4.9M +$411K +8,497 +9%
BHWM
803
Bar Harbor Wealth Management
New Hampshire
$4.85M -$8.7K -180 -0.2%
SIC
804
SFE Investment Counsel
California
$4.85M +$596K +12,331 +14%
IMOV
805
Investment Management of Virginia
Virginia
$4.84M +$200K +4,135 +4%
NSEDCP
806
NJ State Employees Deferred Compensation Plan
New Jersey
$4.81M – – –
FLPIM
807
F.L. Putnam Investment Management
Massachusetts
$4.8M +$175K +3,622 +4%
FNBOO
808
First National Bank of Omaha
Nebraska
$4.74M +$938K +19,386 +25%
AIA
809
Allegis Investment Advisors
Idaho
$4.74M +$643K +13,290 +16%
PS
810
Pensionfund Sabic
Netherlands
$4.7M -$184K -3,800 -4%
NB
811
Norinchukin Bank
Japan
$4.68M +$812K +16,781 +21%
FMBTD
812
First Midwest Bank Trust Division
Illinois
$4.68M -$935K -19,331 -17%
CTC
813
Central Trust Company
Missouri
$4.64M -$891K -18,425 -16%
NEI
814
Northwest & Ethical Investments
Ontario, Canada
$4.63M -$567K -11,725 -11%
VWM
815
Venturi Wealth Management
Texas
$4.59M +$1.08M +22,433 +31%
LA
816
Lynch & Associates
Indiana
$4.57M +$58.7K +1,213 +1%
VV
817
Verity & Verity
South Carolina
$4.55M +$256K +5,298 +6%
CA
818
Continental Advisors
Utah
$4.53M – – –
ECAM
819
East Coast Asset Management
Massachusetts
$4.52M +$496K +10,261 +12%
BWM
820
Braver Wealth Management
Massachusetts
$4.52M +$1.98M +40,941 +78%
VNA
821
Valley National Advisers
Pennsylvania
$4.5M +$67.8K +1,403 +2%
ECM
822
Everence Capital Management
Indiana
$4.49M – – –
WCM
823
Weik Capital Management
Pennsylvania
$4.48M +$52.5K +1,085 +1%
SFM
824
Signet Financial Management
New Jersey
$4.48M -$177K -3,650 -4%
AA
825
Ancora Advisors
Ohio
$4.47M -$14.2K -294 -0.3%
31 32
33
34 35