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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 %
BBA
1026
BLB&B Advisors
Pennsylvania
$2.43M +$203K +4,197 +9%
MFS
1027
Monetta Financial Services
Illinois
$2.42M – – –
AFWA
1028
Ancora Family Wealth Advisors
Ohio
$2.42M +$252K +5,211 +12%
CT
1029
Coastline Trust
Rhode Island
$2.41M +$81.5K +1,685 +4%
SAM
1030
Sawgrass Asset Management
Florida
$2.38M +$196K +4,050 +9%
CC
1031
Cannell & Co
New York
$2.38M -$261K -5,400 -10%
JWM
1032
Jackson Wealth Management
Florida
$2.37M -$35.1K -738 -1%
NIP
1033
Nicholas Investment Partners
California
$2.36M -$282K -5,833 -11%
PRS
1034
Pinkerton Retirement Specialists
Idaho
$2.36M +$715K +14,767 +44%
DWA
1035
Douglass Winthrop Advisors
New York
$2.35M +$155K +3,210 +7%
B
1036
BancorpSouth
Mississippi
$2.34M +$153K +3,168 +7%
CAM
1037
Carret Asset Management
New York
$2.34M +$149K +3,085 +7%
DBT
1038
Dubuque Bank & Trust
Iowa
$2.33M +$1.41M +29,182 +154%
IC
1039
Investment Counsel
Michigan
$2.33M -$245K -5,073 -10%
ST
1040
Sentinel Trust
Texas
$2.33M +$146K +3,011 +7%
PAM
1041
Princeton Alpha Management
New Jersey
$2.32M -$1.43M -29,626 -38%
AWP
1042
Ascent Wealth Partners
New York
$2.32M +$34.8K +720 +2%
BFO
1043
Boston Family Office
Massachusetts
$2.32M +$47.2K +976 +2%
NPC
1044
National Planning Corporation
California
$2.32M -$162K -3,300 -7%
AL
1045
Airain Ltd
Guernsey
$2.32M +$2.32M +47,925 New
CCM
1046
Compton Capital Management
Rhode Island
$2.32M +$12.5K +258 +0.5%
NIS
1047
National Investment Services
Wisconsin
$2.31M -$56.6K -1,171 -2%
AIS
1048
Accurate Investment Solutions
Pennsylvania
$2.31M +$2.31M +47,708 New
TSWM
1049
Triangle Securities Wealth Management
North Carolina
$2.3M +$158K +3,277 +7%
ICOM
1050
Investment Counselors of Maryland
Maryland
$2.3M -$802K -16,575 -26%
40 41
42
43 44