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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 %
CRC
976
Curi RMB Capital
Illinois
$2.75M +$2.25M +50,719 +442%
DG
977
Davidson & Garrard
Virginia
$2.75M -$217K -4,892 -7%
KFC
978
Klingenstein Fields & Co
New York
$2.74M +$313K +7,060 +13%
MBTD
979
Mechanics Bank - Trust Department
California
$2.73M +$69.3K +1,565 +3%
ACH
980
ArrowMark Colorado Holdings
Colorado
$2.73M +$2.73M +61,610 New
LOAME
981
Lombard Odier Asset Management (Europe)
United Kingdom
$2.72M – – –
MAM
982
Meeder Asset Management
Ohio
$2.72M -$2.75M -62,063 -50%
TSS
983
Two Sigma Securities
New York
$2.71M +$383K +8,651 +16%
RC
984
RegentAtlantic Capital
New Jersey
$2.7M +$190K +4,301 +8%
MFW
985
Meristem Family Wealth
Minnesota
$2.69M +$2.39K +54 +0.1%
HCM
986
Highbridge Capital Management
New York
$2.69M -$165K -3,729 -6%
AL
987
Aspiriant LLC
California
$2.69M +$337K +7,610 +14%
RCM
988
Riverhead Capital Management
Delaware
$2.69M +$2.4M +54,296 +857%
LA
989
LVW Advisors
New York
$2.67M +$449K +10,147 +20%
PRS
990
Pinkerton Retirement Specialists
Idaho
$2.66M +$294K +5,861 +12%
CL
991
CPWM LLC
Washington
$2.66M -$491K -11,083 -16%
RAM
992
Roanoke Asset Management
New Jersey
$2.65M -$21.3K -481 -0.8%
ACM
993
Argyle Capital Management
Pennsylvania
$2.64M -$62K -1,400 -2%
SIA
994
Sit Investment Associates
Minnesota
$2.64M -$33.2M -750,680 -93%
BRM
995
Boston Research & Management
Massachusetts
$2.61M +$88.4K +1,998 +4%
AC
996
Alley Company
Illinois
$2.61M +$556K +12,554 +27%
CT
997
Cambridge Trust
Massachusetts
$2.6M -$16.9M -381,038 -87%
SAM
998
Symphony Asset Management
California
$2.6M -$137K -3,100 -5%
PJSIMP
999
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.57M -$323K -7,292 -11%
HI
1000
Hudock Inc
Pennsylvania
$2.57M -$620 -14 -0%
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