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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 %
RCG
826
Ruane, Cunniff & Goldfarb
New York
$4.46M -$2.53M -52,400 -36%
FAT
827
First American Trust
California
$4.46M -$519K -10,734 -10%
MFWM
828
Motley Fool Wealth Management
Virginia
$4.4M +$110K +2,282 +3%
WIC
829
Woodmont Investment Counsel
Tennessee
$4.39M +$751K +15,526 +21%
ISL
830
Ingalls & Snyder LLC
New York
$4.39M +$587K +12,146 +15%
PTB
831
Pioneer Trust Bank
Oregon
$4.39M +$43.3K +895 +1%
KS
832
Karpas Strategies
Connecticut
$4.38M +$1.11K +23 +0%
HDE
833
Hutner Daniel Ellsworth
$4.38M +$7.5K +155 +0.2%
Jane Street
834
Jane Street
New York
$4.37M +$4.37M +90,266 New
IFAM
835
Institutional & Family Asset Management
Colorado
$4.33M -$6.36K -117 -0.1%
LH
836
Lebenthal Holdings
New York
$4.31M +$1.75M +36,107 +68%
AA
837
Apriem Advisors
California
$4.31M -$7.74K -160 -0.2%
IEFM
838
IQ EQ Fund Management
Ireland
$4.31M -$982K -19,232 -19%
MAM
839
Mizuho Asset Management
Japan
$4.3M -$1.41M -25,914 -25%
EOJOAM
840
E. Ohman J:or Asset Management
Sweden
$4.26M -$247K -5,100 -5%
SSP
841
Sapphire Star Partners
Washington
$4.26M +$2.13M +39,158 +100%
IR
842
IAT Reinsurance
New York
$4.26M – – –
PBT
843
Pictet Bank & Trust
Bahamas
$4.26M -$919K -19,000 -18%
RSVP
844
Ramsay Stattman Vela & Price
Colorado
$4.23M +$419K +8,655 +11%
MSR
845
Main Street Research
Connecticut
$4.22M -$4.3M -88,894 -50%
SC
846
SouthState Corp
Florida
$4.2M +$419K +8,665 +11%
Pacer Advisors
847
Pacer Advisors
Pennsylvania
$4.16M -$95.6K -1,977 -2%
NCM
848
Novare Capital Management
North Carolina
$4.16M +$742K +15,335 +22%
HVIA
849
Hudson Valley Investment Advisors
New York
$4.15M +$402K +8,322 +11%
GF
850
Goodman Financial
Texas
$4.11M +$54.2K +1,120 +1%
32 33
34
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