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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 %
MPA
1126
Marvin & Palmer Associates
Delaware
$1.95M +$82.2K +1,700 +4%
FHA
1127
First Horizon Advisors
Tennessee
$1.94M -$127K -2,620 -6%
WFG
1128
Wills Financial Group
Virginia
$1.94M +$116K +2,396 +6%
SCA
1129
Snowden Capital Advisors
New York
$1.93M +$1.93M +40,008 New
NIC
1130
Northwest Investment Counselors
Oregon
$1.93M +$114K +2,356 +6%
P
1131
Pitcairn
Pennsylvania
$1.93M -$557K -11,526 -22%
ACS
1132
Archford Capital Strategies
Illinois
$1.91M +$78.5K +1,624 +4%
NPT
1133
Nixon Peabody Trust
Massachusetts
$1.91M +$92.1K +1,905 +5%
Fuller & Thaler Asset Management
1134
Fuller & Thaler Asset Management
California
$1.9M +$1.9M +39,300 New
CLOS
1135
Compagnie Lombard Odier SCmA
Switzerland
$1.9M +$38.5K +796 +2%
BAS
1136
Brown Advisory Securities
Maryland
$1.9M +$167K +3,441 +10%
Geode Capital Management
1137
Geode Capital Management
Massachusetts
$1.88M +$24.2K +502,040 +1%
SAM
1138
Sequent Asset Management
Texas
$1.88M +$2.18K +45 +0.1%
CB
1139
Community Bank
New York
$1.87M +$114K +2,365 +7%
YIA
1140
YHB Investment Advisors
Connecticut
$1.87M +$131K +2,705 +8%
BCFS
1141
Butensky & Cohen Financial Security
Florida
$1.86M +$37K +764 +2%
ST
1142
Smithfield Trust
Pennsylvania
$1.86M +$9.67K +200 +0.5%
CCM
1143
CrestPoint Capital Management
Missouri
$1.86M -$1.28M -26,500 -41%
WOC
1144
West Oak Capital
California
$1.85M -$10.2K -210 -0.5%
CIC
1145
Crawford Investment Counsel
Georgia
$1.84M +$616K +12,730 +50%
DWM
1146
Dorchester Wealth Management
Quebec, Canada
$1.84M +$242K +5,000 +15%
TBA
1147
Tower Bridge Advisors
Pennsylvania
$1.84M +$136K +2,805 +8%
CCM
1148
Carderock Capital Management
Maryland
$1.83M +$11.5K +238 +0.6%
ATC
1149
Argent Trust Co
Tennessee
$1.83M +$73.4K +1,519 +4%
KCM
1150
Karp Capital Management
California
$1.83M -$534K -11,040 -23%
44 45
46
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