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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 %
NPA
1101
Nichols & Pratt Advisers
Massachusetts
$2.07M – – –
MFIMFI
1102
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.07M – – –
ANRIA
1103
American National Registered Investment Advisor
Texas
$2.06M – – –
BOH
1104
Bank of Hawaii
Hawaii
$2.06M +$257K +5,320 +14%
PIM
1105
Profit Investment Management
Maryland
$2.06M -$1.48M -30,659 -42%
CCA
1106
Checchi Capital Advisers
California
$2.06M +$131K +2,710 +7%
SA
1107
Steadfast Advisors
New York
$2.06M +$2.06M +42,536 New
IIM
1108
Ipswich Investment Management
Massachusetts
$2.06M -$514K -10,518 -20%
HIH
1109
HRS Investment Holdings
New York
$2.06M – – –
PFM
1110
PacWest Financial Management
Arizona
$2.04M +$189K +3,910 +10%
STB
1111
S&T Bank
Pennsylvania
$2.04M +$118K +2,443 +6%
CCG
1112
Chatham Capital Group
Georgia
$2.03M +$74.9K +1,548 +4%
SCP
1113
Seizert Capital Partners
Michigan
$2.03M -$4.84K -100 -0.2%
MM
1114
Midas Management
New York
$2.03M – – –
PWW
1115
Pettyjohn Wood & White
Virginia
$2.02M +$309K +6,379 +18%
CC
1116
Courier Capital
New York
$2.02M +$24.2K +500 +1%
LC
1117
Lourd Capital
California
$2.02M +$43.4K +897 +2%
TAM
1118
Third Avenue Management
New York
$2.01M – – –
CFP
1119
Cornerstone Financial Partners
North Carolina
$2.01M +$423K +8,762 +27%
AIM
1120
Anchor Investment Management
South Carolina
$2M +$2M +41,388 New
W
1121
Wealthfront
California
$1.98M -$1.12M -23,072 -36%
RMAM
1122
Raab & Moskowitz Asset Management
New Jersey
$1.98M +$88.1K +1,823 +5%
DSC
1123
Duncker Streett & Co
Missouri
$1.96M +$321K +6,639 +20%
FPB
1124
First PREMIER Bank
South Dakota
$1.96M +$56.7K +1,173 +3%
FHC
1125
First Houston Capital
Texas
$1.96M +$150K +3,100 +8%
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