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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 %
EWA
1076
EP Wealth Advisors
California
$2.29M +$837K +17,684 +57%
DLA
1077
Douglas Lane & Associates
New York
$2.29M +$99.8K +2,108 +5%
CCM
1078
Compton Capital Management
Rhode Island
$2.29M +$18.9K +400 +0.8%
BFO
1079
Boston Family Office
Massachusetts
$2.29M +$12.7K +268 +0.6%
BJL
1080
Brighton Jones LLC
Washington
$2.28M +$61.5K +1,300 +3%
P
1081
Pitcairn
Pennsylvania
$2.27M +$382K +8,064 +20%
CCM
1082
Coldstream Capital Management
Washington
$2.26M -$1.52M -32,195 -40%
VFA
1083
Voya Financial Advisors
Connecticut
$2.26M +$1.09M +23,229 +93%
ST
1084
Smithfield Trust
Pennsylvania
$2.26M +$438K +9,262 +24%
SIMM
1085
Stillwater Investment Management (Minnesota)
Minnesota
$2.26M +$38.1K +805 +2%
CIP
1086
Capital Insight Partners
Arizona
$2.25M +$770K +16,265 +52%
CIA
1087
CSat Investment Advisory
Michigan
$2.25M -$349K -7,378 -13%
PRS
1088
Pinkerton Retirement Specialists
Idaho
$2.23M -$69.6K -1,470 -3%
ACM
1089
Alpha Capital Management
Texas
$2.23M +$1.86M +39,319 +499%
BB
1090
Bell Bank
North Dakota
$2.23M +$113K +2,392 +5%
ST
1091
Sentinel Trust
Texas
$2.23M -$52K -1,098 -2%
DBG
1092
De Burlo Group
Massachusetts
$2.22M +$1.11M +23,400 +100%
NPC
1093
National Planning Corporation
California
$2.21M -$46.1K -967 -2%
CWP
1094
Capital Wealth Planning
Florida
$2.21M – – –
ICOM
1095
Investment Counselors of Maryland
Maryland
$2.21M -$40.2K -850 -2%
TSWM
1096
Triangle Securities Wealth Management
North Carolina
$2.2M -$49.2K -1,039 -2%
PFM
1097
PacWest Financial Management
Arizona
$2.2M +$200K +4,230 +10%
DCM
1098
Dynamic Capital Management
Jersey
$2.2M -$3.55M -74,994 -62%
WCM
1099
Westend Capital Management
California
$2.19M +$140K +2,968 +7%
AC
1100
Alley Company
Illinois
$2.19M +$84.9K +1,794 +4%
42 43
44
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