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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 %
1GA
976
1st Global Advisors
Texas
$3.02M +$38.2K +806 +1%
SAM
977
Solaris Asset Management
New York
$3.01M -$93.5K -1,975 -3%
FNBSF
978
First National Bank Sioux Falls
South Dakota
$3.01M – – –
LNC
979
Lincoln National Corp
Pennsylvania
$3.01M +$506K +10,693 +20%
AI
980
Atria Investments
North Carolina
$3M +$130K +2,734 +5%
WSTAM
981
Wilbanks Smith & Thomas Asset Management
Virginia
$2.98M +$113K +2,378 +4%
SWP
982
Stratos Wealth Partners
Ohio
$2.97M +$747K +15,790 +34%
GP
983
Girard Partners
Pennsylvania
$2.97M +$827K +17,482 +39%
AL
984
Aspiriant LLC
California
$2.96M -$218K -3,914 -7%
LW
985
Linscomb Wealth
Texas
$2.95M +$112K +2,373 +4%
JIC
986
JRM Investment Counsel
Nebraska
$2.95M +$535K +11,300 +22%
BONST
987
Bank of Nova Scotia Trust
Ontario, Canada
$2.95M -$2.62M -55,440 -47%
1IA
988
1834 Investment Advisors
Wisconsin
$2.94M -$2.4M -50,707 -45%
ICOA
989
Investment Centers of America
North Dakota
$2.92M -$344K -7,271 -11%
SAM
990
Symphony Asset Management
California
$2.92M +$453K +9,572 +18%
MC
991
Montag & Caldwell
Georgia
$2.91M -$151M -3,191,603 -98%
LOAME
992
Lombard Odier Asset Management (Europe)
United Kingdom
$2.91M +$2.91M +61,441 New
IT
993
Independence Trust
Tennessee
$2.9M -$2.13K -45 -0.1%
ACM
994
Argyle Capital Management
Pennsylvania
$2.89M +$1.49M +31,481 +106%
WRM
995
Westport Resources Management
Connecticut
$2.88M -$222K -4,690 -7%
MFW
996
Meristem Family Wealth
Minnesota
$2.88M -$13.4K -283 -0.5%
SAMNY
997
Samsung Asset Management (New York)
New York
$2.87M -$2.18M -46,130 -43%
AWM
998
Avior Wealth Management
Nebraska
$2.87M +$22.7K +479 +0.8%
RAM
999
Roanoke Asset Management
New Jersey
$2.86M -$8.24K -174 -0.3%
MBTD
1000
Mechanics Bank - Trust Department
California
$2.84M +$290K +6,122 +11%
38 39
40
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