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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 %
SBIA
926
Sheaff Brock Investment Advisors
Indiana
$3.42M -$28.9K -610 -0.8%
NFA
927
Nuveen Fund Advisors
Illinois
$3.41M +$3.41M +72,142 New
SI
928
Sprott Inc
Ontario, Canada
$3.41M +$1.36M +28,800 +67%
OIM
929
Opus Investment Management
Massachusetts
$3.41M +$3.41M +72,000 New
SCA
930
Stonebridge Capital Advisors
Minnesota
$3.41M +$435K +9,190 +15%
COI
931
Connable Office Inc
Michigan
$3.4M -$76.7K -1,621 -2%
FG
932
Fiduciary Group
Georgia
$3.39M -$29.1K -614 -0.8%
LNWWM
933
Laird Norton Wetherby Wealth Management
California
$3.39M -$17.1K -362 -0.5%
BCM
934
Boltwood Capital Management
California
$3.39M +$19.9K +420 +0.6%
NIS
935
National Investment Services
Wisconsin
$3.38M +$1.12M +23,685 +50%
ACPU
936
Arrowgrass Capital Partners (US)
Delaware
$3.37M -$7.69M -162,456 -70%
CL
937
CPWM LLC
Washington
$3.37M +$29.8K +629 +0.9%
GCA
938
Greenwood Capital Associates
South Carolina
$3.37M -$589K -12,451 -15%
IEFM
939
IQ EQ Fund Management
Ireland
$3.36M -$986K -19,134 -23%
EGA
940
Eagle Global Advisors
Texas
$3.35M -$5.11K -108 -0.2%
MM
941
Meridian Management
Arkansas
$3.35M +$977K +20,645 +41%
HRC
942
Hoertkorn Richard Charles
$3.35M – – –
NI
943
Numeric Investors
Massachusetts
$3.34M -$5.89M -124,400 -64%
BCM
944
Billings Capital Management
Virginia
$3.31M -$4.48M -94,764 -58%
BCCM
945
Bridge Creek Capital Management
Massachusetts
$3.31M -$202K -4,263 -6%
WTB
946
Washington Trust Bank
Washington
$3.31M +$41.8K +884 +1%
UF
947
Univest Financial
Pennsylvania
$3.3M -$101K -2,141 -3%
GA
948
Geneva Advisors
Illinois
$3.29M -$289K -6,109 -8%
LWCFA
949
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.28M +$13.3K +280 +0.4%
FFH
950
Fairfax Financial Holdings
Ontario, Canada
$3.28M – – –
36 37
38
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