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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 %
SPC
1101
Sigma Planning Corp
Michigan
$2.19M +$92.1K +1,947 +4%
WWM
1102
Willingdon Wealth Management
North Carolina
$2.19M +$56.8K +1,200 +3%
TRIM
1103
Thompson Rubinstein Investment Management
Oregon
$2.19M – – –
AIM
1104
Acropolis Investment Management
Missouri
$2.19M +$45.7K +965 +2%
BO
1105
BRR OpCo
Ohio
$2.18M -$27.6K -583 -1%
NB
1106
Nicolet Bankshares
Wisconsin
$2.18M -$257K -5,439 -11%
WB
1107
Webster Bank
Connecticut
$2.17M -$46.9K -990 -2%
LCM
1108
Leisure Capital Management
California
$2.17M +$21.1K +446 +1%
PCTC
1109
Perkins Coie Trust Company
Washington
$2.17M +$142K +3,009 +7%
QT
1110
Quantbot Technologies
New York
$2.16M -$8.12M -171,547 -79%
PAM
1111
PVG Asset Management
Colorado
$2.15M -$1.08M -22,747 -33%
BOH
1112
Bank of Hawaii
Hawaii
$2.15M +$129K +2,723 +6%
MPA
1113
Marvin & Palmer Associates
Delaware
$2.14M +$224K +4,725 +12%
CRIG
1114
Charter Research & Investment Group
Connecticut
$2.13M +$39K +825 +2%
NJBEST
1115
New Jersey Better Educational Savings Trust
New Jersey
$2.13M -$47.3K -1,000 -2%
DM
1116
Delphi Management
Massachusetts
$2.13M -$60.7K -1,282 -3%
TPWA
1117
TRUE Private Wealth Advisors
Oregon
$2.13M -$103K -2,171 -5%
BWAM
1118
Boyd Watterson Asset Management
Ohio
$2.13M -$50.9K -1,076 -2%
WFG
1119
Wills Financial Group
Virginia
$2.12M +$229K +4,838 +12%
HCC
1120
Hirtle Callaghan & Co
Pennsylvania
$2.12M – – –
MNBTD
1121
Moody National Bank Trust Division
Texas
$2.12M +$2.13K +45 +0.1%
MCM
1122
Murphy Capital Management
New Jersey
$2.12M +$14.5K +306 +0.7%
MC
1123
MRJ Capital
New York
$2.11M -$28.4K -600 -1%
BSWMG
1124
Barrington Strategic Wealth Management Group
Illinois
$2.11M -$19.2K -406 -0.9%
HFM
1125
Hartford Financial Management
Connecticut
$2.11M +$4.73K +100 +0.2%
43 44
45
46 47