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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 %
NJBEST
1076
New Jersey Better Educational Savings Trust
New Jersey
$2.08M +$88.6K +2,000 +4%
BJL
1077
Brighton Jones LLC
Washington
$2.06M -$74.9K -1,692 -4%
RMAM
1078
Raab & Moskowitz Asset Management
New Jersey
$2.06M +$281K +6,344 +16%
CIP
1079
Capital Insight Partners
Arizona
$2.06M -$48.5K -1,095 -2%
NFG
1080
Next Financial Group
Texas
$2.06M +$931K +21,028 +83%
NERM
1081
New England Research & Management
Illinois
$2.06M +$135K +3,050 +7%
LCM
1082
Leisure Capital Management
California
$2.05M +$17.5K +395 +0.9%
WCM
1083
Westend Capital Management
California
$2.05M -$6.2K -140 -0.3%
BWM
1084
BerganKDV Wealth Management
Minnesota
$2.04M -$475K -10,719 -19%
LCM
1085
Laurion Capital Management
New York
$2.04M -$18M -406,110 -90%
GA
1086
Geneva Advisors
Illinois
$2.04M -$1.04M -23,459 -34%
PFM
1087
PacWest Financial Management
Arizona
$2.03M -$24.8K -561 -1%
WWM
1088
Willingdon Wealth Management
North Carolina
$2.03M -$18K -406 -0.9%
HFM
1089
Hartford Financial Management
Connecticut
$2.02M +$52.1K +1,177 +3%
ICOM
1090
Investment Counselors of Maryland
Maryland
$2.02M -$42.1K -950 -2%
YIA
1091
YHB Investment Advisors
Connecticut
$2.01M +$89.2K +2,015 +5%
BO
1092
BRR OpCo
Ohio
$2.01M -$31.5K -712 -2%
CG
1093
Cutler Group
California
$2M +$1.47M +33,286 +278%
BOH
1094
Bank of Hawaii
Hawaii
$2M -$6.24K -141 -0.3%
BCM
1095
Bluefin Capital Management
New York
$2M +$752K +16,985 +60%
GECH
1096
Garnet Equity Capital Holdings
New York
$1.99M -$664K -15,000 -25%
CRIG
1097
Charter Research & Investment Group
Connecticut
$1.99M -$6.86K -155 -0.3%
SCM
1098
Southport Capital Management
Tennessee
$1.99M +$31K +701 +2%
DSC
1099
Duncker Streett & Co
Missouri
$1.98M +$52.2K +1,179 +3%
DM
1100
Delphi Management
Massachusetts
$1.98M -$11.1K -251 -0.6%
42 43
44
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