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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 %
JWBC
801
J.W. Burns & Co
New York
$5.03M +$84K +1,775 +2%
CTC
802
Central Trust Company
Missouri
$5.01M +$466K +9,850 +10%
SFG
803
Sather Financial Group
Texas
$5.01M +$217K +4,575 +5%
SS
804
Sunbelt Securities
Texas
$5M +$204K +4,301 +4%
CCM
805
Catawba Capital Management
Virginia
$5M +$20.5K +434 +0.4%
BHWM
806
Bar Harbor Wealth Management
New Hampshire
$4.97M +$223K +4,719 +5%
BFA
807
Bragg Financial Advisors
North Carolina
$4.97M +$169K +3,579 +4%
SC
808
SouthState Corp
Florida
$4.96M +$844K +17,826 +21%
PC
809
Pecaut & Co
Iowa
$4.89M -$322K -6,800 -6%
SWM
810
SVA Wealth Management
Wisconsin
$4.89M +$4.97K +105 +0.1%
SHGA
811
Sand Hill Global Advisors
California
$4.89M +$38.2K +807 +0.8%
ISB
812
Iowa State Bank
Iowa
$4.89M +$77.6K +1,640 +2%
VWM
813
Venturi Wealth Management
Texas
$4.86M +$366K +7,730 +8%
PTC
814
Private Trust Company
Ohio
$4.85M +$11.5K +243 +0.2%
SIC
815
SFE Investment Counsel
California
$4.84M +$98.6K +2,083 +2%
BCM
816
Blume Capital Management
California
$4.84M +$2M +42,320 +71%
CIA
817
Cascade Investment Advisors
Oregon
$4.8M +$4.8M +98,383 New
NB
818
Norinchukin Bank
Japan
$4.8M +$216K +4,563 +5%
LA
819
Lynch & Associates
Indiana
$4.76M +$291K +6,153 +7%
LIM
820
Leavell Investment Management
Alabama
$4.75M -$170K -3,584 -3%
NSEDCP
821
NJ State Employees Deferred Compensation Plan
New Jersey
$4.73M – – –
MSU
822
Mizuho Securities USA
New York
$4.73M +$4.73M +100,000 New
RSVP
823
Ramsay Stattman Vela & Price
Colorado
$4.72M +$583K +12,325 +14%
PAI
824
Pittenger & Anderson Inc
Nebraska
$4.68M -$411K -8,680 -8%
PVH
825
Psagot Value Holdings
Israel
$4.67M -$858K -18,122 -16%
31 32
33
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