WFC icon

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 %
MFWM
826
Motley Fool Wealth Management
Virginia
$4.65M +$341K +7,196 +8%
11A
827
10-15 Associates
New York
$4.62M +$4.14M +87,400 +855%
RGI
828
River Global Investors
United Kingdom
$4.6M +$2.09M +44,100 +83%
EOJOAM
829
E. Ohman J:or Asset Management
Sweden
$4.6M +$426K +9,000 +10%
FAB
830
First American Bank
Illinois
$4.59M -$708K -14,952 -13%
PTB
831
Pioneer Trust Bank
Oregon
$4.58M +$289K +6,110 +7%
CWM
832
Concert Wealth Management
California
$4.55M +$1.02M +21,498 +29%
I
833
IberiaBank
Louisiana
$4.54M +$580K +12,251 +15%
WCM
834
Weik Capital Management
Pennsylvania
$4.53M +$146K +3,083 +3%
ISL
835
Ingalls & Snyder LLC
New York
$4.51M +$215K +4,533 +5%
AA
836
Ancora Advisors
Ohio
$4.51M +$133K +2,819 +3%
CII
837
Capital International Inc
California
$4.5M -$2.14M -45,200 -32%
WP
838
WealthPLAN Partners
Nebraska
$4.49M +$4.49M +196,446 New
Pacer Advisors
839
Pacer Advisors
Pennsylvania
$4.49M +$420K +8,866 +10%
BWM
840
Braver Wealth Management
Massachusetts
$4.48M +$54.9K +1,160 +1%
EAMA
841
EFG Asset Management (Americas)
Florida
$4.46M +$462K +9,685 +12%
ECM
842
Everence Capital Management
Indiana
$4.45M +$54.9K +1,160 +1%
CA
843
Continental Advisors
Utah
$4.44M – – –
WIC
844
Woodmont Investment Counsel
Tennessee
$4.4M +$197K +4,265 +5%
IFAM
845
Institutional & Family Asset Management
Colorado
$4.39M +$627K +13,243 +17%
NEI
846
Northwest & Ethical Investments
Ontario, Canada
$4.39M -$146K -3,089 -3%
VNA
847
Valley National Advisers
Pennsylvania
$4.38M -$25.7K -544 -0.6%
MAM
848
Martingale Asset Management
Massachusetts
$4.36M -$5.38M -113,567 -55%
CAM
849
Cubic Asset Management
Massachusetts
$4.35M +$391K +8,255 +10%
LTI
850
Laffer Tengler Investments
Tennessee
$4.34M +$4.34M +91,658 New
32 33
34
35 36