WFC icon

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 %
CIC
926
Chilton Investment Company
Connecticut
$3.12M -$5.05M -113,940 -62%
LW
927
Linscomb Wealth
Texas
$3.12M +$353K +7,963 +13%
HT
928
HighTower Trust
Texas
$3.11M -$3.62M -81,640 -54%
LNWWM
929
Laird Norton Wetherby Wealth Management
California
$3.1M -$69.3K -1,566 -2%
UF
930
Univest Financial
Pennsylvania
$3.1M +$14.7K +333 +0.5%
MAM
931
Martingale Asset Management
Massachusetts
$3.1M -$984K -22,209 -24%
GP
932
Girard Partners
Pennsylvania
$3.09M +$319K +7,206 +12%
1GA
933
1st Global Advisors
Texas
$3.09M +$265K +5,977 +9%
NIS
934
National Investment Services
Wisconsin
$3.08M -$82.5K -1,862 -3%
MCM
935
McMillion Capital Management
North Carolina
$3.08M -$137K -3,095 -4%
LIM
936
Leavell Investment Management
Alabama
$3.07M -$1.38M -31,098 -31%
FFH
937
Fairfax Financial Holdings
Ontario, Canada
$3.07M – – –
FNBSF
938
First National Bank Sioux Falls
South Dakota
$3.07M +$253K +5,719 +9%
MM
939
Meridian Management
Arkansas
$3.04M -$95.8K -2,163 -3%
PFM
940
Parsec Financial Management
North Carolina
$3.04M +$762K +17,212 +33%
LGC
941
Laurel Grove Capital
California
$3.03M +$185K +4,184 +7%
MF
942
Magnetar Financial
Illinois
$3.03M +$3.03M +68,331 New
CCG
943
Chatham Capital Group
Georgia
$3.03M +$1.47M +33,175 +94%
GIP
944
Greatmark Investment Partners
Georgia
$3.01M +$70K +1,580 +2%
FMBTD
945
First Midwest Bank Trust Division
Illinois
$3.01M -$267K -6,018 -8%
CFA
946
Carroll Financial Associates
North Carolina
$3M -$57.3K -1,293 -2%
BBA
947
BLB&B Advisors
Pennsylvania
$2.99M +$601K +13,568 +25%
WKWM
948
Walter & Keenan Wealth Management
Indiana
$2.98M -$531K -11,991 -15%
VFA
949
Voya Financial Advisors
Connecticut
$2.98M +$839K +18,904 +39%
BRWA
950
B. Riley Wealth Advisors
Florida
$2.94M -$75.4K -1,948 -2%
36 37
38
39 40