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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 %
FAT
951
First American Trust
California
$2.94M -$862K -19,456 -23%
LWCFA
952
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.94M -$135K -3,056 -4%
M
953
MOTCO
Texas
$2.93M +$85.2K +1,924 +3%
WPC
954
Waters Parkerson & Co
Louisiana
$2.92M -$66.8K -1,508 -2%
AFWA
955
Ancora Family Wealth Advisors
Ohio
$2.91M +$580K +13,099 +25%
SACTSONJ
956
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.91M – – –
AWM
957
Avior Wealth Management
Nebraska
$2.9M +$190K +4,252 +7%
CT
958
Chicago Trust
Illinois
$2.88M -$65.4K -1,476 -2%
SGCA
959
Steel Grove Capital Advisors
Tennessee
$2.88M +$44.5K +1,004 +2%
BCM
960
Billings Capital Management
Virginia
$2.88M -$217K -4,895 -7%
TCM
961
Telos Capital Management
California
$2.88M -$25K -564 -0.9%
HIM
962
Hutchens Investment Management
New Hampshire
$2.87M +$441K +9,950 +18%
GLRA
963
Gerald L. Ray & Associates
Texas
$2.87M -$53.3K -1,204 -2%
Hudson Bay Capital Management
964
Hudson Bay Capital Management
Connecticut
$2.86M +$580K +13,108 +26%
CFG
965
Citizens Financial Group
Rhode Island
$2.84M -$6.72M -151,746 -70%
SMM
966
Stadion Money Management
Georgia
$2.83M +$238K +5,366 +9%
Twin Tree Management
967
Twin Tree Management
Texas
$2.83M +$2.73M +63,538 +2,912%
NAM
968
NorthCoast Asset Management
Connecticut
$2.83M -$99.5K -2,248 -3%
AWM
969
Altavista Wealth Management
North Carolina
$2.82M -$80.8K -1,825 -3%
ICOA
970
Investment Centers of America
North Dakota
$2.81M +$81.5K +1,844 +3%
COI
971
Connable Office Inc
Michigan
$2.81M -$374K -8,444 -12%
LG
972
LaFleur & Godfrey
Michigan
$2.81M -$129K -2,903 -4%
IEFM
973
IQ EQ Fund Management
Ireland
$2.79M -$314K -6,593 -10%
UAM
974
UAS Asset Management
New York
$2.76M -$13.3M -300,985 -83%
WSTAM
975
Wilbanks Smith & Thomas Asset Management
Virginia
$2.76M -$30.4K -686 -1%
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