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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 %
TPWA
1051
TRUE Private Wealth Advisors
Oregon
$2.28M +$516K +10,682 +29%
SWP
1052
Stratos Wealth Partners
Ohio
$2.28M -$2.03K -42 -0.1%
BJL
1053
Brighton Jones LLC
Washington
$2.27M +$17.4K +359 +0.8%
SIMM
1054
Stillwater Investment Management (Minnesota)
Minnesota
$2.27M +$21K +435 +0.9%
WB
1055
Webster Bank
Connecticut
$2.27M -$20.3K -420 -0.9%
SC
1056
Savant Capital
Illinois
$2.26M -$172K -3,559 -7%
BO
1057
BRR OpCo
Ohio
$2.26M -$10.4K -216 -0.5%
CWP
1058
Capital Wealth Planning
Florida
$2.25M – – –
ECM
1059
EagleClaw Capital Management
Massachusetts
$2.25M -$45.6K -942 -2%
DLA
1060
Douglas Lane & Associates
New York
$2.24M +$2.24M +46,317 New
DM
1061
Delphi Management
Massachusetts
$2.24M +$45.3K +936 +2%
TRIM
1062
Thompson Rubinstein Investment Management
Oregon
$2.23M – – –
NJBEST
1063
New Jersey Better Educational Savings Trust
New Jersey
$2.23M -$96.7K -2,000 -4%
BWAM
1064
Boyd Watterson Asset Management
Ohio
$2.23M -$5.61K -116 -0.3%
AJ
1065
Ashburton (Jersey)
Jersey
$2.22M -$374K -7,735 -14%
SEC
1066
Seven Eight Capital
New York
$2.22M +$2.17M +44,800 +4,226%
Tudor Investment Corp
1067
Tudor Investment Corp
Connecticut
$2.22M +$2.22M +45,850 New
CIM
1068
CIM Investment Management
Pennsylvania
$2.22M +$455K +9,413 +26%
TH
1069
Timber Hill
Connecticut
$2.21M +$2.21M +45,702 New
MI
1070
Montage Investments
Kansas
$2.2M +$1.32M +27,321 +151%
LCM
1071
Leisure Capital Management
California
$2.2M -$16.9K -350 -0.8%
MC
1072
MRJ Capital
New York
$2.19M -$29K -600 -1%
AIM
1073
Acropolis Investment Management
Missouri
$2.19M -$17.6K -365 -0.8%
GP
1074
Girard Partners
Pennsylvania
$2.18M +$614K +12,702 +39%
RS
1075
Robeco Schweiz
Switzerland
$2.18M +$22.9K +470 +1%
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