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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 %
SCP
1101
Seizert Capital Partners
Michigan
$1.98M +$118K +2,668 +6%
MC
1102
MRJ Capital
New York
$1.98M – – –
BSWMG
1103
Barrington Strategic Wealth Management Group
Illinois
$1.96M -$11.9K -269 -0.6%
RHDIC
1104
R.H. Dinel Investment Counsel
California
$1.96M – – –
KIG
1105
Kessler Investment Group
Indiana
$1.95M +$239K +5,405 +14%
HCC
1106
Hirtle Callaghan & Co
Pennsylvania
$1.95M -$39.1K -883 -2%
NIC
1107
Northwest Investment Counselors
Oregon
$1.94M +$42.2K +952 +2%
MC
1108
Moors & Cabot
Massachusetts
$1.94M +$331K +7,485 +21%
CCA
1109
Checchi Capital Advisers
California
$1.94M +$148K +3,334 +8%
AIM
1110
Acropolis Investment Management
Missouri
$1.94M -$108K -2,442 -5%
MNBTD
1111
Moody National Bank Trust Division
Texas
$1.93M -$49.8K -1,125 -3%
PAM
1112
Princeton Alpha Management
New Jersey
$1.92M +$1.92M +43,319 New
SPC
1113
Sigma Planning Corp
Michigan
$1.92M -$136K -3,076 -7%
IIM
1114
Intact Investment Management
Quebec, Canada
$1.9M +$93K +2,100 +5%
AC
1115
Addison Capital
Pennsylvania
$1.89M -$50K -1,130 -3%
NB
1116
Nicolet Bankshares
Wisconsin
$1.89M -$151K -3,400 -7%
PCMM
1117
Private Capital Management (Minnesota)
Minnesota
$1.87M +$120K +2,700 +7%
BAS
1118
Brown Advisory Securities
Maryland
$1.86M +$90K +2,037 +5%
LC
1119
Lourd Capital
California
$1.86M -$51.9K -1,173 -3%
TBNY
1120
Trustco Bank (New York)
New York
$1.86M -$54.8K -1,238 -3%
CC
1121
Cognios Capital
Kansas
$1.86M +$290K +6,541 +18%
CCM
1122
Coldstream Capital Management
Washington
$1.84M -$278K -6,282 -13%
ANRIA
1123
American National Registered Investment Advisor
Texas
$1.84M -$50.9K -1,150 -3%
SFI
1124
SPC Financial Inc
Maryland
$1.83M +$810K +18,292 +80%
CL
1125
Choreo LLC
Illinois
$1.82M +$95.7K +2,161 +6%
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