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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 %
RSVP
826
Ramsay Stattman Vela & Price
Colorado
$4.41M -$8.19K -185 -0.2%
SCM
827
Schnieders Capital Management
California
$4.4M -$735K -16,594 -14%
I
828
IberiaBank
Louisiana
$4.36M +$110K +2,475 +3%
WCM
829
Weik Capital Management
Pennsylvania
$4.34M +$98.9K +2,233 +2%
PTB
830
Pioneer Trust Bank
Oregon
$4.31M +$17.7K +400 +0.4%
SWP
831
Stratos Wealth Partners
Ohio
$4.31M +$1.52M +34,421 +55%
CWP
832
Capital Wealth Planning
Florida
$4.29M +$2.14M +46,993 +100%
GI
833
Gradient Investments
Minnesota
$4.28M +$637K +14,380 +17%
BWM
834
Braver Wealth Management
Massachusetts
$4.26M +$74.3K +1,679 +2%
WFMPM
835
Woodley Farra Manion Portfolio Management
Indiana
$4.24M +$3.17M +71,514 +294%
Pacer Advisors
836
Pacer Advisors
Pennsylvania
$4.21M +$3.45K +78 +0.1%
LPL Financial
837
LPL Financial
California
$4.19M -$908K -20,750 -18%
ECM
838
Everence Capital Management
Indiana
$4.16M – – –
AF
839
Arrow Financial
New York
$4.16M -$874K -19,741 -17%
HBT
840
Hills Bank & Trust
Iowa
$4.15M +$412K +9,297 +11%
MIAN
841
Mariner Independent Advisor Network
Kansas
$4.13M +$621K +14,030 +18%
GCA
842
Gideon Capital Advisors
New York
$4.12M +$1.75M +39,540 +74%
PAM
843
Peak Asset Management
Colorado
$4.11M +$128K +2,885 +3%
PC
844
Pecaut & Co
Iowa
$4.11M -$465K -10,500 -10%
NCM
845
Novare Capital Management
North Carolina
$4.11M +$124K +2,807 +3%
CAM
846
Cubic Asset Management
Massachusetts
$4.1M +$28.8K +650 +0.7%
PAI
847
Pittenger & Anderson Inc
Nebraska
$4.09M -$285K -6,425 -7%
SWM
848
SVA Wealth Management
Wisconsin
$4.09M -$488K -11,032 -11%
HVIA
849
Hudson Valley Investment Advisors
New York
$4.08M +$108K +2,438 +3%
Group One Trading
850
Group One Trading
Illinois
$4.07M +$4.07M +91,898 New
32 33
34
35 36