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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 %
EGM
1001
Engineers Gate Manager
New York
$2.56M +$2.56M +57,861 New
DWA
1002
Douglass Winthrop Advisors
New York
$2.55M +$245K +5,543 +11%
KLI
1003
Kelman-Lazarov Inc
Tennessee
$2.55M +$51K +1,165 +2%
WIC
1004
Whitegate Investment Counselors
New Hampshire
$2.54M +$66.4K +1,500 +3%
SAM
1005
Solaris Asset Management
New York
$2.53M -$283K -6,385 -10%
PWPCM
1006
Perella Weinberg Partners Capital Management
New York
$2.53M +$2.53M +57,075 New
AP
1007
Advisor Partners
California
$2.53M -$21.2K -478 -0.8%
AMM
1008
American Money Management
California
$2.51M -$177 -4 -0%
AF
1009
AMG Funds
Connecticut
$2.5M +$2.5M +56,428 New
MWM
1010
Mission Wealth Management
California
$2.5M -$4.92K -111 -0.2%
OA
1011
Outfitter Advisors
Virginia
$2.49M -$44.3K -1,000 -2%
ID
1012
Integral Derivatives
New York
$2.47M +$1.3M +29,377 +111%
KM
1013
Kalos Management
Georgia
$2.46M +$2.46M +55,454 New
PTCG
1014
Pring Turner Capital Group
California
$2.45M +$39.2K +885 +2%
CAM
1015
Carret Asset Management
New York
$2.44M +$78.8K +1,780 +3%
OCM
1016
One Capital Management
California
$2.44M +$36.9K +833 +2%
CT
1017
Coastline Trust
Rhode Island
$2.43M +$252K +5,690 +12%
QAM
1018
Quantres Asset Management
Cayman Islands
$2.42M +$2.42M +54,700 New
CCP
1019
Clarkston Capital Partners
Michigan
$2.42M -$8.86K -200 -0.4%
WP
1020
WealthSource Partners
California
$2.41M -$919K -20,749 -28%
P
1021
Pitcairn
Pennsylvania
$2.4M +$275K +6,219 +13%
FSCM
1022
Front Street Capital Management
Montana
$2.39M +$89.4K +2,020 +4%
BONST
1023
Bank of Nova Scotia Trust
Ontario, Canada
$2.39M -$371K -8,370 -13%
BCA
1024
Bray Capital Advisors
Florida
$2.38M -$484K -10,938 -17%
AIS
1025
Accurate Investment Solutions
Pennsylvania
$2.38M +$155K +3,507 +7%
39 40
41
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