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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 %
CIM
901
Corda Investment Management
Texas
$3.61M +$3.61M +76,177 New
AL
902
Agran Libbie
California
$3.6M +$352K +7,434 +11%
AWA
903
ARS Wealth Advisors
Florida
$3.58M +$411K +8,689 +13%
TC
904
Trust Company
Kansas
$3.57M +$270K +5,711 +8%
MC
905
Martin & Co
Tennessee
$3.57M -$142K -2,995 -4%
GG
906
Greenwood Gearhart
Arkansas
$3.56M +$85.9K +1,816 +2%
WC
907
Whitney & Co
New York
$3.56M +$98K +2,070 +3%
WP
908
WealthSource Partners
California
$3.56M +$1.82M +38,387 +105%
MCM
909
Monarch Capital Management
Indiana
$3.55M -$71.4K -1,508 -2%
NMIFOAC
910
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.55M – – –
TRCT
911
Tower Research Capital (TRC)
New York
$3.54M +$3.53M +74,471 +27,788%
BCM
912
BTR Capital Management
California
$3.53M -$49.3K -1,042 -1%
CSM
913
Central Square Management
Illinois
$3.52M +$1.77M +37,448 +101%
FNB
914
First Niagara Bank
New York
$3.51M +$19K +402 +0.5%
FMBTD
915
First Midwest Bank Trust Division
Illinois
$3.5M -$1.08M -22,802 -24%
RC
916
Roundview Capital
New Jersey
$3.49M +$2.53M +53,536 +266%
AC
917
Avenir Corporation
Virginia
$3.49M -$58.9K -1,245 -2%
CC
918
Cadinha & Co
Hawaii
$3.48M -$110K -2,330 -3%
SSB
919
Sandy Spring Bank
Maryland
$3.47M +$104K +2,181 +3%
DIA
920
Denver Investment Advisors
Colorado
$3.45M -$59.1K -1,249 -2%
SG
921
Somerset Group
Minnesota
$3.45M -$16.6K -350 -0.5%
LDB
922
Lee, Danner & Bass
Tennessee
$3.44M -$14.2K -300 -0.4%
MCM
923
McMillion Capital Management
North Carolina
$3.44M -$68.3K -1,443 -2%
FNBOMD
924
First National Bank of Mount Dora
Florida
$3.44M +$156K +3,288 +5%
TAM
925
Tiverton Asset Management
Delaware
$3.43M -$2.78M -308,786 -45%
35 36
37
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