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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 %
WWM
1076
Willingdon Wealth Management
North Carolina
$2.18M +$439K +9,091 +25%
BSWMG
1077
Barrington Strategic Wealth Management Group
Illinois
$2.18M -$41.1K -850 -2%
HCC
1078
Hirtle Callaghan & Co
Pennsylvania
$2.17M +$1.87M +38,632 +624%
BB
1079
Bell Bank
North Dakota
$2.17M +$60.3K +1,247 +3%
MNBTD
1080
Moody National Bank Trust Division
Texas
$2.16M +$75.2K +1,555 +4%
AUB
1081
Atlantic Union Bankshares
Virginia
$2.16M -$16.5K -342 -0.8%
AC
1082
Alley Company
Illinois
$2.15M -$7.5K -155 -0.3%
LCM
1083
Logan Capital Management
Pennsylvania
$2.15M +$11.6K +239 +0.5%
HFM
1084
Hartford Financial Management
Connecticut
$2.15M +$29.1K +601 +1%
MCM
1085
Murphy Capital Management
New Jersey
$2.15M +$63.1K +1,306 +3%
SPC
1086
Sigma Planning Corp
Michigan
$2.15M -$93.1K -1,924 -4%
TBNY
1087
Trustco Bank (New York)
New York
$2.14M -$40.3K -834 -2%
RHDIC
1088
R.H. Dinel Investment Counsel
California
$2.14M +$227K +4,700 +12%
TF
1089
Tompkins Financial
New York
$2.14M -$58.4K -1,208 -3%
CRIG
1090
Charter Research & Investment Group
Connecticut
$2.14M -$56.1K -1,160 -3%
JSAM
1091
J. Safra Asset Management
New York
$2.12M -$1.91M -39,439 -47%
AIA
1092
Alerus Investment Advisors
Minnesota
$2.12M +$241K +12,013 +13%
SHCM
1093
Stokes & Hubbell Capital Management
Louisiana
$2.12M +$460K +9,513 +28%
SAM
1094
Security Asset Management
New York
$2.11M +$480K +9,931 +29%
AC
1095
Addison Capital
Pennsylvania
$2.11M -$31.1K -644 -1%
DVM
1096
Dreman Value Management
Florida
$2.11M +$2.11M +43,523 New
WCM
1097
Westend Capital Management
California
$2.1M +$196K +4,045 +10%
SI
1098
Sprott Inc
Ontario, Canada
$2.09M -$3.54M -73,200 -63%
VWA
1099
V Wealth Advisors
Kansas
$2.08M +$2.08M +42,795 New
PCTC
1100
Perkins Coie Trust Company
Washington
$2.07M -$74.5K -1,540 -3%
42 43
44
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