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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 %
DIA
851
Dean Investment Associates
Ohio
$4.11M -$26.8K -554 -0.6%
LPT
852
Legacy Private Trust
Wisconsin
$4.1M -$75.3K -1,558 -2%
EAMA
853
EFG Asset Management (Americas)
Florida
$4.09M +$254K +5,203 +7%
EI
854
EDMP Inc
Florida
$4.09M -$77.4K -1,600 -2%
EFS
855
Essex Financial Services
Connecticut
$4.07M -$44.3K -916 -1%
ST
856
Spinnaker Trust
Maine
$4.07M -$52.6K -1,087 -1%
WBG
857
Wharton Business Group
Pennsylvania
$4.05M +$2.85K +59 +0.1%
I
858
IberiaBank
Louisiana
$4.05M +$262K +5,426 +7%
GCA
859
Greenwood Capital Associates
South Carolina
$4.04M +$789K +16,307 +24%
CAM
860
Cubic Asset Management
Massachusetts
$4.04M +$195K +4,030 +5%
PAM
861
Peak Asset Management
Colorado
$4.02M +$254K +5,262 +7%
HBT
862
Hills Bank & Trust
Iowa
$4M +$104K +2,148 +3%
GWM
863
Geneos Wealth Management
Colorado
$3.99M +$3.99M +82,396 New
GCIA
864
Gabelli & Co Investment Advisers
New York
$3.95M – – –
BPCA
865
Bank Pictet & Cie (Asia)
Singapore
$3.95M – – –
GPSPJS
866
General Pension Society PZU Joint Stock
Poland
$3.95M – – –
WKWM
867
Walter & Keenan Wealth Management
Indiana
$3.9M +$126K +2,609 +3%
SCM
868
Sitrin Capital Management
California
$3.89M -$160K -3,303 -4%
CBB
869
Citizens Business Bank
California
$3.88M +$83.2K +1,720 +2%
ECM
870
ETrade Capital Management
Virginia
$3.88M -$239K -4,952 -6%
AHC
871
Adell Harriman & Carpenter
Texas
$3.88M -$418K -8,640 -10%
CIM
872
CenturyLink Investment Management
Colorado
$3.88M -$148K -3,062 -4%
ST
873
Spot Trading
Illinois
$3.87M -$666K -13,766 -15%
CCM
874
Coldstream Capital Management
Washington
$3.87M +$1.77M +36,684 +85%
GECH
875
Garnet Equity Capital Holdings
New York
$3.87M -$484K -10,000 -11%
33 34
35
36 37