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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 %
BA
1001
Bristlecone Advisors
Washington
$2.62M +$79.3K +1,640 +3%
CNBT
1002
Canandaigua National Bank & Trust
New York
$2.61M +$29.3K +605 +1%
MBTD
1003
Mechanics Bank - Trust Department
California
$2.61M +$61.5K +1,272 +2%
BI
1004
Boulegeris Investments
Georgia
$2.6M -$266K -5,507 -9%
AAM
1005
Aston Asset Management
Illinois
$2.6M -$37.3K -771 -1%
CS
1006
Cannell & Spears
New York
$2.57M +$802K +16,580 +45%
RGI
1007
River Global Investors
United Kingdom
$2.57M -$446K -9,219 -15%
WAS
1008
WESPAC Advisors SoCal
California
$2.56M -$2.04M -42,161 -44%
LNC
1009
Lincoln National Corp
Pennsylvania
$2.55M +$361K +7,468 +16%
BDF
1010
Balasa Dinverno & Foltz
$2.55M -$812K -16,792 -24%
HW
1011
Hedeker Wealth
Illinois
$2.55M -$2.65M -54,865 -51%
BSB
1012
Bangor Savings Bank
Maine
$2.55M +$15.4K +318 +0.6%
AW
1013
ACG Wealth
Georgia
$2.55M -$141K -2,919 -5%
SCA
1014
Sippican Capital Advisors
Massachusetts
$2.54M -$156K -3,225 -6%
SAM
1015
Symphony Asset Management
California
$2.52M +$739K +15,279 +41%
CCM
1016
Copeland Capital Management
Pennsylvania
$2.51M +$478K +9,893 +24%
NAM
1017
NorthCoast Asset Management
Connecticut
$2.5M +$2.5M +51,687 New
NB
1018
Nicolet Bankshares
Wisconsin
$2.49M +$37.6K +778 +2%
JIC
1019
JRM Investment Counsel
Nebraska
$2.47M -$1.11M -22,860 -31%
BT
1020
Beacon Trust
New Jersey
$2.46M +$94K +1,943 +4%
GIM
1021
Guardian Investment Management
California
$2.46M +$42.1K +871 +2%
MRCM
1022
M&R Capital Management
New Jersey
$2.44M +$47.4K +981 +2%
SSIA
1023
Spero-Smith Investment Advisers
Ohio
$2.44M -$32.4K -670 -1%
PTCG
1024
Pring Turner Capital Group
California
$2.43M -$12.1K -250 -0.5%
MM
1025
Meridian Management
Arkansas
$2.43M +$30.7K +635 +1%
39 40
41
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