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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 %
LTI
851
Laffer Tengler Investments
Tennessee
$4.06M – – –
HCM
852
Hutner Capital Management
Vermont
$4.05M +$4.05M +91,527 New
MAM
853
Mizuho Asset Management
Japan
$4.04M -$774K -17,470 -16%
KS
854
Karpas Strategies
Connecticut
$4.01M +$1.02K +23 +0%
CEP
855
Chicago Equity Partners
Illinois
$4.01M -$1.5M -33,890 -27%
AT
856
Arden Trust
Delaware
$3.97M -$5.3M -119,663 -57%
ECM
857
Evergreen Capital Management
Washington
$3.97M +$1.44M +32,575 +57%
AWM
858
Arbor Wealth Management
Florida
$3.92M +$516K +11,536 +15%
IR
859
IAT Reinsurance
New York
$3.9M – – –
GWM
860
Geneos Wealth Management
Colorado
$3.87M +$65.4K +1,476 +2%
CIA
861
Capital Investment Advisors
Georgia
$3.87M +$839K +18,947 +28%
BCM
862
BTR Capital Management
California
$3.86M +$560K +12,639 +17%
ECAM
863
East Coast Asset Management
Massachusetts
$3.82M +$182K +4,121 +5%
BCM
864
BTC Capital Management
Iowa
$3.81M +$161K +3,637 +4%
LDB
865
Lee, Danner & Bass
Tennessee
$3.78M +$557K +12,570 +17%
SCM
866
Sitrin Capital Management
California
$3.75M -$2.48K -56 -0.1%
ISL
867
Ingalls & Snyder LLC
New York
$3.74M -$481K -10,862 -11%
CII
868
Capital International Inc
California
$3.72M -$487K -11,000 -12%
AA
869
Apriem Advisors
California
$3.72M -$269K -6,074 -7%
AWA
870
ARS Wealth Advisors
Florida
$3.71M +$361K +8,145 +11%
GEM
871
Global Endowment Management
North Carolina
$3.69M +$3.45M +77,990 +1,472%
CIM
872
CenturyLink Investment Management
Colorado
$3.68M +$130K +2,928 +4%
AAA
873
Adams Asset Advisors
Texas
$3.68M +$3.68M +83,008 New
CTC
874
Central Trust Company
Missouri
$3.67M -$1.02M -22,942 -22%
EI
875
EDMP Inc
Florida
$3.67M -$26.8K -606 -0.7%
33 34
35
36 37