WFC icon

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 %
GIM
1026
Guardian Investment Management
California
$2.38M – – –
NI
1027
Numeric Investors
Massachusetts
$2.37M -$748K -16,900 -24%
LNC
1028
Lincoln National Corp
Pennsylvania
$2.37M -$438K -9,893 -16%
CNBT
1029
Canandaigua National Bank & Trust
New York
$2.37M +$18.3K +414 +0.8%
ST
1030
Sentinel Trust
Texas
$2.36M +$273K +6,170 +13%
CIC
1031
Carnegie Investment Counsel
Ohio
$2.35M -$1.19M -26,757 -34%
BSB
1032
Bangor Savings Bank
Maine
$2.32M -$12K -271 -0.5%
B
1033
BancorpSouth
Mississippi
$2.32M +$125K +2,828 +6%
SEC
1034
Seven Eight Capital
New York
$2.31M +$1.34M +30,300 +138%
QOP
1035
Quinn Opportunity Partners
Virginia
$2.3M +$1.64M +37,000 +247%
CCM
1036
Cohen Capital Management
California
$2.29M +$124K +2,800 +6%
CC
1037
Cannell & Co
New York
$2.29M +$112K +2,525 +5%
FMT
1038
First Mercantile Trust
Tennessee
$2.26M +$94.8K +2,141 +4%
IT
1039
Independence Trust
Tennessee
$2.26M -$454K -10,257 -17%
BCM
1040
BlueCrest Capital Management
Jersey
$2.25M +$2.25M +50,857 New
SCM
1041
Sterneck Capital Management
Missouri
$2.24M +$1.86M +41,953 +482%
CBU
1042
CIBC Bank USA
Illinois
$2.24M -$229K -5,165 -9%
SAM
1043
Sawgrass Asset Management
Florida
$2.24M +$56.5K +1,275 +3%
MRCM
1044
M&R Capital Management
New Jersey
$2.23M -$76.5K -1,729 -3%
AUB
1045
Atlantic Union Bankshares
Virginia
$2.22M +$18.9K +427 +0.9%
WAS
1046
WESPAC Advisors SoCal
California
$2.22M -$80.8K -1,824 -4%
SSIA
1047
Spero-Smith Investment Advisers
Ohio
$2.21M -$39.4K -889 -2%
ACM
1048
Alpha Capital Management
Texas
$2.21M +$117K +2,640 +6%
MCM
1049
Maryland Capital Management
Maryland
$2.2M +$624K +14,081 +39%
BA
1050
Bristlecone Advisors
Washington
$2.2M -$361K -8,151 -14%
40 41
42
43 44