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Wells Fargo
WFC

Overview Fund Activity

1,895 hedge funds and large institutions have $184B invested in Wells Fargo in 2016 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 914 increasing their positions, 688 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,895
Holders Change
–
Holders Change %
0%
% of All Funds
50.57%
Holding in Top 10
280
Holding in Top 10 Change
-121
Holding in Top 10 Change %
-30.17%
% of All Funds
7.47%
New
111
Increased
914
Reduced
688
Closed
90
Calls
$1.21B
Puts
$1.28B
Net Calls
-$70.3M
Net Calls Change
+$203M

Top Buyers

1
LPU
Lansdowne Partners (UK)
United Kingdom
+$513M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$346M
3
Goldman Sachs
Goldman Sachs
New York
+$291M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$277M
5
SOMRS
State of Michigan Retirement System
Michigan
+$251M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.7B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.16B
3
Capital Research Global Investors
Capital Research Global Investors
California
-$536M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$397M
5
Barclays
Barclays
United Kingdom
-$363M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOT
926
Trust Company of Toledo
Ohio
$3.4M +$146K +3,022 +4%
AWM
927
Arbor Wealth Management
Florida
$3.37M +$325K +6,589 +11%
SIA
928
SeaBridge Investment Advisors
New Jersey
$3.37M -$299K -6,185 -8%
TC
929
Trust Company
Kansas
$3.37M +$440K +9,104 +15%
FNBOMD
930
First National Bank of Mount Dora
Florida
$3.35M +$72.5K +1,499 +2%
FFH
931
Fairfax Financial Holdings
Ontario, Canada
$3.35M – – –
ICOA
932
Investment Centers of America
North Dakota
$3.34M +$1.63M +33,564 +95%
LWCFA
933
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.34M -$445K -9,200 -12%
WTB
934
Washington Trust Bank
Washington
$3.34M -$149K -3,072 -4%
AL
935
Agran Libbie
California
$3.32M +$586K +12,121 +21%
CT
936
Chicago Trust
Illinois
$3.31M -$287K -5,942 -8%
WCA
937
Waratah Capital Advisors
Ontario, Canada
$3.3M +$3.3M +68,320 New
CIA
938
Capital Investment Advisors
Georgia
$3.3M +$76.3K +1,578 +2%
PAM
939
PVG Asset Management
Colorado
$3.29M +$3.29M +68,133 New
WPC
940
Waters Parkerson & Co
Louisiana
$3.29M -$445K -9,200 -12%
BRWA
941
B. Riley Wealth Advisors
Florida
$3.27M -$157K -3,683 -5%
AWA
942
ARS Wealth Advisors
Florida
$3.24M +$391K +8,088 +14%
CIA
943
Covington Investment Advisors
Pennsylvania
$3.2M -$46.7K -965 -1%
CFA
944
Carroll Financial Associates
North Carolina
$3.19M +$359K +7,430 +13%
DG
945
Davidson & Garrard
Virginia
$3.19M +$238K +4,913 +8%
FWM
946
Frontier Wealth Management
Missouri
$3.19M +$358K +7,411 +13%
FB
947
Fulton Bank
Pennsylvania
$3.18M +$1.07M +22,033 +50%
SACTSONJ
948
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.18M – – –
SAM
949
Solaris Asset Management
New York
$3.17M -$246K -5,095 -7%
WRM
950
Westport Resources Management
Connecticut
$3.17M -$407K -8,407 -11%
36 37
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