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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 %
HIM
1026
Hutchens Investment Management
New Hampshire
$2.6M +$1.26M +26,626 +94%
CCP
1027
Clarkston Capital Partners
Michigan
$2.6M -$16.6K -350 -0.6%
KFC
1028
Klingenstein Fields & Co
New York
$2.6M +$4.73K +100 +0.2%
HA
1029
Hamel Associates
New Jersey
$2.59M +$1.86M +39,410 +257%
PTCG
1030
Pring Turner Capital Group
California
$2.58M +$196K +4,150 +8%
OCM
1031
One Capital Management
California
$2.57M +$230K +4,853 +10%
HFA
1032
High Falls Advisors
New York
$2.57M +$663K +12,203 +35%
BBA
1033
BLB&B Advisors
Pennsylvania
$2.56M +$182K +3,853 +8%
AAM
1034
Aston Asset Management
Illinois
$2.55M +$994 +21 +0%
GCA
1035
Gideon Capital Advisors
New York
$2.54M +$842K +17,797 +50%
DBT
1036
Dubuque Bank & Trust
Iowa
$2.53M +$251K +5,302 +11%
CAM
1037
Carret Asset Management
New York
$2.53M +$243K +5,127 +11%
N
1038
Natixis
France
$2.52M +$2.52M +53,301 New
LPT
1039
Legacy Private Trust
Wisconsin
$2.52M -$1.49M -31,576 -37%
CNBT
1040
Canandaigua National Bank & Trust
New York
$2.51M -$44K -929 -2%
BSB
1041
Bangor Savings Bank
Maine
$2.5M +$1.94K +41 +0.1%
AFWA
1042
Ancora Family Wealth Advisors
Ohio
$2.49M +$127K +2,682 +5%
TSS
1043
Two Sigma Securities
New York
$2.49M +$2.03M +42,958 +448%
CLOS
1044
Compagnie Lombard Odier SCmA
Switzerland
$2.48M +$619K +13,083 +33%
BI
1045
Boulegeris Investments
Georgia
$2.47M -$76.4K -1,614 -3%
MRCM
1046
M&R Capital Management
New Jersey
$2.47M +$77K +1,628 +3%
DWA
1047
Douglass Winthrop Advisors
New York
$2.46M +$169K +3,570 +7%
WAS
1048
WESPAC Advisors SoCal
California
$2.46M -$43.8K -925 -2%
FSCM
1049
Front Street Capital Management
Montana
$2.46M +$2.46M +51,981 New
KJHP
1050
K.J. Harrison & Partners
Ontario, Canada
$2.45M -$400K -8,450 -14%
40 41
42
43 44