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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 %
BCM
976
Blume Capital Management
California
$2.9M +$2.55M +52,673 +733%
CSS
977
Cubist Systematic Strategies
Connecticut
$2.87M +$2.31M +47,834 +413%
SFSIG
978
San Francisco Sentry Investment Group
California
$2.87M -$187K -3,877 -6%
HI
979
Hudock Inc
Pennsylvania
$2.79M +$9.96K +206 +0.4%
OA
980
Outfitter Advisors
Virginia
$2.79M – – –
CNC
981
Citizens & Northern Corp
Pennsylvania
$2.78M +$79.7K +1,648 +3%
ECM
982
Evergreen Capital Management
Washington
$2.78M -$39.2K -810 -1%
CIP
983
Convergence Investment Partners
Florida
$2.78M +$30.4K +629 +1%
PJSIMP
984
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.77M +$922K +19,067 +50%
BWM
985
BerganKDV Wealth Management
Minnesota
$2.77M +$2.77M +57,182 New
KLI
986
Kelman-Lazarov Inc
Tennessee
$2.76M +$2.76M +56,880 New
AL
987
Aspiriant LLC
California
$2.76M +$2.76M +56,961 New
DAM
988
Deltec Asset Management
New York
$2.71M +$2.71M +56,060 New
EAM
989
EULAV Asset Management
Florida
$2.71M – – –
BRM
990
Boston Research & Management
Massachusetts
$2.68M +$35.8K +740 +1%
CCP
991
Clarkston Capital Partners
Michigan
$2.67M -$355K -7,333 -12%
SM
992
Sciencast Management
New Jersey
$2.67M +$2.1M +43,429 +371%
CCM
993
Cohen Capital Management
California
$2.66M – – –
CIA
994
CSat Investment Advisory
Michigan
$2.65M -$3.34M -69,110 -56%
KFC
995
Klingenstein Fields & Co
New York
$2.65M – – –
OMCS
996
Old Mutual Customised Solutions
South Africa
$2.64M -$334K -6,900 -11%
SMM
997
Stadion Money Management
Georgia
$2.63M +$524K +10,835 +25%
MWM
998
Mission Wealth Management
California
$2.63M +$35.8K +741 +1%
AMM
999
American Money Management
California
$2.63M +$278K +5,754 +12%
CBU
1000
CIBC Bank USA
Illinois
$2.62M -$148K -3,065 -5%
38 39
40
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