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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 %
UAS
801
United Asset Strategies
New York
$4.7M -$1.37M -30,964 -23%
BFA
802
Bragg Financial Advisors
North Carolina
$4.69M +$48K +1,085 +1%
DBT
803
Dubuque Bank & Trust
Iowa
$4.67M +$2.3M +52,002 +97%
PAM
804
PVG Asset Management
Colorado
$4.67M +$2.66M +60,040 +132%
ISB
805
Iowa State Bank
Iowa
$4.67M +$93.9K +2,120 +2%
SS
806
Sunbelt Securities
Texas
$4.66M -$19.4K -437 -0.4%
IA
807
IFP Advisors
Florida
$4.66M -$635K -14,331 -12%
OIM
808
Opus Investment Management
Massachusetts
$4.65M +$1.46M +33,000 +46%
BMO
809
Beck Mack & Oliver
New York
$4.65M -$821K -18,535 -15%
MFWM
810
Motley Fool Wealth Management
Virginia
$4.61M +$268K +6,045 +6%
VNA
811
Valley National Advisers
Pennsylvania
$4.6M +$506K +11,422 +12%
VWM
812
Venturi Wealth Management
Texas
$4.6M +$51.1K +1,155 +1%
CCM
813
Catawba Capital Management
Virginia
$4.56M -$116K -2,623 -2%
EOJOAM
814
E. Ohman J:or Asset Management
Sweden
$4.56M +$257K +5,800 +6%
CCM
815
Compton Capital Management
Rhode Island
$4.55M +$2.34M +51,070 +106%
EFIC
816
Eliot Finkel Investment Counsel
California
$4.55M +$4.55M +102,690 New
WP
817
WealthPLAN Partners
Nebraska
$4.54M -$4.05M -92,614 -47%
EHC
818
Everett Harris & Co
California
$4.52M -$448K -10,122 -9%
LA
819
Lynch & Associates
Indiana
$4.48M +$25.8K +583 +0.6%
IFAM
820
Institutional & Family Asset Management
Colorado
$4.46M +$354K +7,986 +9%
PBT
821
Pictet Bank & Trust
Bahamas
$4.46M +$696K +15,710 +19%
WIC
822
Woodmont Investment Counsel
Tennessee
$4.43M +$221K +4,983 +5%
NSEDCP
823
NJ State Employees Deferred Compensation Plan
New Jersey
$4.43M – – –
SM
824
Senvest Management
New York
$4.43M +$4.43M +100,000 New
KPF
825
K2 Principal Fund
Ontario, Canada
$4.43M +$4.43M +100,000 New
31 32
33
34 35