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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 %
GECH
1001
Garnet Equity Capital Holdings
New York
$2.84M -$947K -20,000 -25%
PWW
1002
Pettyjohn Wood & White
Virginia
$2.8M +$814K +17,209 +41%
SMM
1003
Stadion Money Management
Georgia
$2.77M +$198K +4,190 +8%
HI
1004
Hudock Inc
Pennsylvania
$2.75M +$15.9K +337 +0.6%
BA
1005
Bristlecone Advisors
Washington
$2.74M +$177K +3,741 +7%
OMCS
1006
Old Mutual Customised Solutions
South Africa
$2.74M +$151K +3,200 +6%
CS
1007
Cannell & Spears
New York
$2.74M +$217K +4,585 +9%
CNC
1008
Citizens & Northern Corp
Pennsylvania
$2.73M +$10.2K +216 +0.4%
AP
1009
Advisor Partners
California
$2.72M -$329K -6,959 -11%
OA
1010
Outfitter Advisors
Virginia
$2.71M -$22K -465 -0.8%
ECM
1011
Evergreen Capital Management
Washington
$2.71M -$15K -316 -0.5%
BWM
1012
BerganKDV Wealth Management
Minnesota
$2.69M -$14.4K -305 -0.5%
BRM
1013
Boston Research & Management
Massachusetts
$2.69M +$67.7K +1,430 +3%
KLI
1014
Kelman-Lazarov Inc
Tennessee
$2.69M +$10.1K +214 +0.4%
AMM
1015
American Money Management
California
$2.68M +$110K +2,323 +4%
RC
1016
RegentAtlantic Capital
New Jersey
$2.68M -$221K -4,660 -8%
MWM
1017
Mission Wealth Management
California
$2.67M +$99.9K +2,110 +4%
CIP
1018
Convergence Investment Partners
Florida
$2.66M -$60.3K -1,275 -2%
DAM
1019
Deltec Asset Management
New York
$2.65M – – –
EAM
1020
EULAV Asset Management
Florida
$2.65M – – –
IC
1021
Investment Counsel
Michigan
$2.64M +$363K +7,679 +16%
WIC
1022
Whitegate Investment Counselors
New Hampshire
$2.64M +$2.64M +55,840 New
AW
1023
ACG Wealth
Georgia
$2.64M +$149K +3,147 +6%
CBU
1024
CIBC Bank USA
Illinois
$2.64M +$72.1K +1,523 +3%
SFSIG
1025
San Francisco Sentry Investment Group
California
$2.63M -$181K -3,829 -6%
39 40
41
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