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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 %
SAMNY
1051
Samsung Asset Management (New York)
New York
$2.2M -$490K -11,060 -18%
CIP
1052
Convergence Investment Partners
Florida
$2.2M -$288K -6,505 -12%
SC
1053
Savant Capital
Illinois
$2.19M +$37.3K +843 +2%
SCA
1054
Sippican Capital Advisors
Massachusetts
$2.19M -$55.4K -1,250 -2%
TRIM
1055
Thompson Rubinstein Investment Management
Oregon
$2.19M +$143K +3,238 +7%
SHCM
1056
Stokes & Hubbell Capital Management
Louisiana
$2.18M -$14.1K -318 -0.6%
AWP
1057
Ascent Wealth Partners
New York
$2.17M +$10.3K +233 +0.5%
WB
1058
Webster Bank
Connecticut
$2.16M +$124K +2,804 +6%
PCTC
1059
Perkins Coie Trust Company
Washington
$2.15M +$120K +2,699 +6%
SIMM
1060
Stillwater Investment Management (Minnesota)
Minnesota
$2.15M +$38.4K +867 +2%
OFG
1061
OTA Financial Group
New York
$2.14M +$2.14M +48,334 New
IC
1062
Investment Counsel
Michigan
$2.14M -$334K -7,533 -13%
FPB
1063
First PREMIER Bank
South Dakota
$2.13M +$180K +4,058 +9%
AR
1064
Advisory Research
Illinois
$2.13M +$2.13M +48,006 New
DIA
1065
Denver Investment Advisors
Colorado
$2.12M -$1.11M -25,009 -34%
BDF
1066
Balasa Dinverno & Foltz
$2.12M -$40.5K -915 -2%
CHC
1067
City Holding Co
West Virginia
$2.11M +$309K +6,978 +17%
ST
1068
Smithfield Trust
Pennsylvania
$2.11M -$1.11K -25 -0.1%
PCM
1069
Parsons Capital Management
Rhode Island
$2.11M -$1.37M -31,059 -39%
TSWM
1070
Triangle Securities Wealth Management
North Carolina
$2.11M +$48.8K +1,103 +2%
JPC
1071
Jackson Park Capital
Utah
$2.1M +$2.1M +47,500 New
SAM
1072
Security Asset Management
New York
$2.1M +$168K +3,800 +9%
DLA
1073
Douglas Lane & Associates
New York
$2.09M -$55.8K -1,259 -3%
CB
1074
Community Bank
New York
$2.09M +$270K +6,110 +15%
KJHP
1075
K.J. Harrison & Partners
Ontario, Canada
$2.09M -$207K -4,675 -9%
41 42
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