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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 %
PFM
1051
Parsec Financial Management
North Carolina
$2.44M +$812K +17,163 +50%
Hudson Bay Capital Management
1052
Hudson Bay Capital Management
Connecticut
$2.43M +$2.43M +51,392 New
ECM
1053
EagleClaw Capital Management
Massachusetts
$2.42M +$226K +4,775 +10%
SSIA
1054
Spero-Smith Investment Advisers
Ohio
$2.4M +$13K +275 +0.5%
BT
1055
Beacon Trust
New Jersey
$2.4M -$8.71K -184 -0.4%
SCA
1056
Sippican Capital Advisors
Massachusetts
$2.4M -$85.4K -1,804 -3%
FB
1057
Fulton Bank
Pennsylvania
$2.39M -$726K -15,332 -23%
CCM
1058
Copeland Capital Management
Pennsylvania
$2.38M -$70.8K -1,497 -3%
WMSA
1059
Weiss Multi-Strategy Advisers
New York
$2.38M +$2.38M +50,267 New
AIS
1060
Accurate Investment Solutions
Pennsylvania
$2.38M +$120K +2,536 +5%
GIM
1061
Guardian Investment Management
California
$2.38M -$30.8K -650 -1%
LA
1062
LVW Advisors
New York
$2.37M +$1.56M +32,925 +191%
AUB
1063
Atlantic Union Bankshares
Virginia
$2.36M +$241K +5,100 +11%
SHCM
1064
Stokes & Hubbell Capital Management
Louisiana
$2.35M +$272K +5,747 +13%
VHAM
1065
Van Hulzen Asset Management
California
$2.35M +$757K +16,006 +48%
B
1066
BancorpSouth
Mississippi
$2.35M +$50.6K +1,070 +2%
SAM
1067
Sawgrass Asset Management
Florida
$2.33M – – –
CC
1068
Cannell & Co
New York
$2.33M – – –
CT
1069
Coastline Trust
Rhode Island
$2.33M -$28.6K -605 -1%
CCM
1070
Cohen Capital Management
California
$2.32M – – –
HAI
1071
Hennessy Advisors Inc
California
$2.32M -$757K -16,000 -25%
BDF
1072
Balasa Dinverno & Foltz
$2.31M -$183K -3,869 -7%
FMT
1073
First Mercantile Trust
Tennessee
$2.31M +$1.08M +22,807 +88%
AWP
1074
Ascent Wealth Partners
New York
$2.31M +$31.6K +667 +1%
SC
1075
Savant Capital
Illinois
$2.3M +$84.6K +1,787 +4%
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