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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 %
WBG
876
Wharton Business Group
Pennsylvania
$3.63M – – –
MCM
877
McRae Capital Management
New Jersey
$3.62M -$4.21M -95,044 -54%
EWM
878
Endurance Wealth Management
Rhode Island
$3.62M -$1.66M -36,349 -31%
GCIA
879
Gabelli & Co Investment Advisers
New York
$3.62M – – –
GPSPJS
880
General Pension Society PZU Joint Stock
Poland
$3.62M – – –
DIA
881
Dana Investment Advisors
Wisconsin
$3.62M -$27M -608,940 -88%
JIC
882
JRM Investment Counsel
Nebraska
$3.6M +$842K +19,025 +31%
BPCA
883
Bank Pictet & Cie (Asia)
Singapore
$3.6M -$256K -5,780 -7%
BCP
884
Blue Chip Partners
Michigan
$3.59M -$67.7K -1,528 -2%
TCOT
885
Trust Company of Toledo
Ohio
$3.55M +$126K +2,854 +4%
ACM
886
Arrow Capital Management
New York
$3.54M +$3.54M +80,000 New
AAM
887
Autus Asset Management
Arizona
$3.53M -$202K -4,563 -5%
JIM
888
Jupiter Investment Management
United Kingdom
$3.52M -$1.44M -32,474 -29%
RC
889
Roundview Capital
New Jersey
$3.51M +$244K +5,500 +7%
MCM
890
Monarch Capital Management
Indiana
$3.49M +$169K +3,810 +5%
ECM
891
ETrade Capital Management
Virginia
$3.49M +$93.4K +2,109 +3%
WC
892
Whitney & Co
New York
$3.49M +$157K +3,545 +5%
SAM
893
Smithbridge Asset Management
Pennsylvania
$3.47M +$74.3K +1,677 +2%
UR
894
USCA RIA
Texas
$3.46M +$1.71M +38,574 +98%
LPC
895
Loeb Partners Corp
New York
$3.44M -$79.7K -1,800 -2%
BCCM
896
Bridge Creek Capital Management
Massachusetts
$3.42M +$329K +7,421 +11%
AHC
897
Adell Harriman & Carpenter
Texas
$3.41M -$60.3K -1,361 -2%
AL
898
Agran Libbie
California
$3.41M +$42.9K +970 +1%
FAM
899
Fred Alger Management
New York
$3.39M -$1.35M -30,592 -29%
EFS
900
Essex Financial Services
Connecticut
$3.38M -$307K -6,922 -8%
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