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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 %
GLRA
951
Gerald L. Ray & Associates
Texas
$3.16M +$38.7K +800 +1%
HAI
952
Hennessy Advisors Inc
California
$3.14M -$484K -10,000 -13%
LGC
953
Laurel Grove Capital
California
$3.13M +$50.8K +1,050 +2%
BCA
954
Bray Capital Advisors
Florida
$3.13M +$7.74K +160 +0.2%
AP
955
Advisor Partners
California
$3.12M -$819K -16,947 -21%
SSA
956
Schonfeld Strategic Advisors
New York
$3.11M +$3.11M +64,347 New
SGCA
957
Steel Grove Capital Advisors
Tennessee
$3.1M -$18.9K -391 -0.6%
EHC
958
Everett Harris & Co
California
$3.09M +$401K +8,300 +15%
GIP
959
Greatmark Investment Partners
Georgia
$3.08M +$219K +4,531 +8%
AWM
960
Altavista Wealth Management
North Carolina
$3.08M +$86.4K +1,787 +3%
FNBSF
961
First National Bank Sioux Falls
South Dakota
$3.07M -$13.1K -270 -0.4%
TCM
962
Telos Capital Management
California
$3.07M +$219K +4,533 +8%
AGI
963
Athena Global Investors
Virginia
$3.07M – – –
1GA
964
1st Global Advisors
Texas
$3.04M +$160K +3,317 +6%
SCA
965
Stonebridge Capital Advisors
Minnesota
$3.04M +$99.7K +2,061 +3%
IT
966
Independence Trust
Tennessee
$2.96M -$356K -7,358 -11%
RC
967
RegentAtlantic Capital
New Jersey
$2.96M -$107K -2,204 -3%
MFW
968
Meristem Family Wealth
Minnesota
$2.95M +$5.32K +110 +0.2%
M
969
MOTCO
Texas
$2.95M +$105K +2,166 +4%
WSTAM
970
Wilbanks Smith & Thomas Asset Management
Virginia
$2.93M +$55.9K +1,156 +2%
RAM
971
Roanoke Asset Management
New Jersey
$2.93M -$258K -5,337 -8%
AWM
972
Avior Wealth Management
Nebraska
$2.92M +$102K +2,102 +4%
KJHP
973
K.J. Harrison & Partners
Ontario, Canada
$2.91M -$2.34M -48,381 -45%
AI
974
Atria Investments
North Carolina
$2.9M -$25.1K -519 -0.9%
LW
975
Linscomb Wealth
Texas
$2.9M +$117K +2,417 +4%
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