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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 %
AI
901
Atria Investments
North Carolina
$3.38M +$596K +13,458 +21%
OSNBOA
902
Old Second National Bank of Aurora
Illinois
$3.37M -$44.8K -1,011 -1%
AT
903
Argent Trust
Texas
$3.36M -$10.1K -227 -0.3%
SCA
904
Stonebridge Capital Advisors
Minnesota
$3.32M +$135K +3,046 +4%
NMIFOAC
905
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.32M – – –
CIC
906
Canal Insurance Company
South Carolina
$3.32M +$1.99M +45,000 +150%
NFA
907
Nuveen Fund Advisors
Illinois
$3.31M +$120K +2,711 +4%
GG
908
Greenwood Gearhart
Arkansas
$3.31M -$25.1K -567 -0.8%
MC
909
Martin & Co
Tennessee
$3.3M -$33.7K -760 -1%
EAMA
910
EFG Asset Management (Americas)
Florida
$3.27M -$918K -20,473 -22%
FWM
911
Frontier Wealth Management
Missouri
$3.27M -$440K -9,932 -12%
SG
912
Somerset Group
Minnesota
$3.24M +$8.41K +190 +0.3%
AC
913
Avenir Corporation
Virginia
$3.24M -$24.4K -550 -0.7%
CBB
914
Citizens Business Bank
California
$3.24M -$155K -3,496 -5%
HCM
915
Howland Capital Management
Massachusetts
$3.23M -$10.5M -236,451 -76%
SSB
916
Sandy Spring Bank
Maryland
$3.2M -$34.6K -776 -1%
BCM
917
Boltwood Capital Management
California
$3.19M +$10.6K +239 +0.3%
CNC
918
Citizens & Northern Corp
Pennsylvania
$3.18M +$625K +14,109 +24%
GCA
919
Greenwood Capital Associates
South Carolina
$3.18M +$29.1K +656 +0.9%
FWCM
920
Ferguson Wellman Capital Management
Oregon
$3.18M -$1.62M -36,560 -34%
Squarepoint
921
Squarepoint
New York
$3.17M +$1.93M +43,613 +156%
FG
922
Fiduciary Group
Georgia
$3.15M -$27.1K -613 -0.9%
WTB
923
Washington Trust Bank
Washington
$3.14M +$47.9K +1,082 +2%
HRC
924
Hoertkorn Richard Charles
$3.14M +$10.3K +232 +0.3%
SBIA
925
Sheaff Brock Investment Advisors
Indiana
$3.12M -$81.4K -1,839 -3%
35 36
37
38 39