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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 %
HDE
851
Hutner Daniel Ellsworth
$4.31M +$29.6K +625 +0.7%
KS
852
Karpas Strategies
Connecticut
$4.29M +$1.04K +22 +0%
NIT
853
NumerixS Investment Technologies
British Columbia, Canada
$4.28M +$4.28M +90,350 New
SFM
854
Signet Financial Management
New Jersey
$4.27M -$114K -2,415 -3%
AA
855
Apriem Advisors
California
$4.27M +$50K +1,056 +1%
PAM
856
Peak Asset Management
Colorado
$4.26M +$329K +6,956 +8%
NCM
857
Novare Capital Management
North Carolina
$4.26M +$189K +3,985 +5%
HVIA
858
Hudson Valley Investment Advisors
New York
$4.25M +$189K +3,992 +5%
SB
859
Simmons Bank
Arkansas
$4.23M +$743K +15,694 +21%
FBP
860
Flippin Bruce & Porter
Virginia
$4.23M +$4.23M +89,341 New
ST
861
Spinnaker Trust
Maine
$4.18M +$201K +4,243 +5%
IR
862
IAT Reinsurance
New York
$4.17M – – –
MSR
863
Main Street Research
Connecticut
$4.12M -$17K -360 -0.4%
BPCA
864
Bank Pictet & Cie (Asia)
Singapore
$4.12M +$248K +5,250 +6%
FAT
865
First American Trust
California
$4.06M -$302K -6,377 -7%
GF
866
Goodman Financial
Texas
$4.05M +$31.3K +662 +0.8%
GWM
867
Geneos Wealth Management
Colorado
$4.04M +$167K +3,558 +4%
PBT
868
Pictet Bank & Trust
Bahamas
$4.02M -$146K -3,075 -3%
SCM
869
Sitrin Capital Management
California
$4.02M +$209K +4,410 +5%
WCA
870
Waratah Capital Advisors
Ontario, Canada
$3.99M +$761K +16,070 +24%
HBT
871
Hills Bank & Trust
Iowa
$3.99M +$80.3K +1,696 +2%
AAM
872
Autus Asset Management
Arizona
$3.98M +$251K +5,308 +7%
FWM
873
Frontier Wealth Management
Missouri
$3.96M +$844K +17,833 +27%
EI
874
EDMP Inc
Florida
$3.95M -$47.4K -1,002 -1%
EFS
875
Essex Financial Services
Connecticut
$3.94M -$47.3K -999 -1%
33 34
35
36 37